Office Assistant (E04) (1031)

Scottrade is an online brokerage firm that provides customers with a way to inexpensively manage their own investments while still receiving exceptional customer service. Headquartered in St. Louis, Missouri the firm allows investors to conveniently place trades online while offering the added assurance of over 270 branch offices nationwide. Scottrade's culture is based on customer service and employee excellence.

We are looking for an  Office Assistant for our Oakland and Walnut Creek,  CA branch locations.

DUTIES AND RESPONSIBILITIES:

* Greet customers and answer phones
* Receipt in check, stocks, and transfers
* Open mail and process/distribute paperwork effectively
* Process new account paperwork
* Send out necessary paperwork needed to be completed by client
* Assist brokers as necessary
* Hand out packets to walk-in customer
* Provide stock quotes to customers
* Assist with training interns
* Match incoming stocks and checks with accounts
* Navigate through the activity, position, security master, and balance screens of the CRI system to obtain customer information
* Follow up on new accounts
* Process required document reports
* Create and file new accounts and all pertinent paperwork for accounts
* Handle all returned mail ? find out new address and phone numbers of customers and mail back to customers
* Assist customer with the paperwork for different account types
* Calculate and reiterate commissions to customers
* Follow-up on any problems arising from paperwork for a customer
* Contact banks on credit checks for approval
* Assist all customers and branch brokers with IRA?s/set-up, distribution, nuances of each type.

REQUIRED SKILLS:

* 1 to 2 years general office experience preferred.
* Previous experience in the brokerage industry helpful
* Data entry/typing skills (minimum of 30wpm)
* 1 to 2 years customer service experience required
* Excellent customer service skills
* Great organizational, written and verbal communication skills
* Math skills; ability to calculate commissions
* Moderate level of computer/Internet skills
* Ability to handle multiple tasks and like a fast paced environment
* Interest in the stock market helpful
* Foster company success through a professional appearance, being courteous to customers & all Scottrade associates, and by having a positive attitude

EDUCATION:

* High school diploma or equivalent required
* Associates degree or equivalent experience preferred

 

Please apply at our website:

http://hostedjobs.openhire.com/epostings/jobs/submit.cfm?fuseaction=dspjob&jobid=128673&company_id=15624&version=1&jobboardid=24 For Oakland

http://hostedjobs.openhire.com/epostings/jobs/submit.cfm?fuseaction=dspjob&jobid=121912&company_id=15624&version=1&jobboardid=24  For Walnut Creek