Basic Requirements: 2-3 years relatable or transferable work experience; financial services experience preferred Proficiency at Microsoft Word, Excel, Internet Explorer, Outlook, PowerPoint Excellent communication & organizational skills Ability to thrive in a fast paced, entrepreneurial environment STRONG customer focus orientation High attention to detail, analytical mindset, and problem-solving skills Ability to work independently and maintain high levels of quality Ability to work and remain focused under pressure Ability to participate and contribute to a team environment Ability to become proficient with the following internal systems: NetX360, Front-End Imaging (FEI), Salesforce (contact management and imaging workflow systems), and other back-office functions Ability to acquire and retain knowledge of securities industry rules and best practices regarding brokerage account operations and have strong organizational and time management skills. Responsibilities: Answer internal and external phone calls; make outbound phone calls to our financial professionals Review, process and follow up on various brokerage account requests including IRA/RMD distributions, journals between brokerage accounts, ACH/EFT, federal fund wires, research, check deposit adjustments, and other cash and asset processing Must act as subject matter expert for several different responsibilities within brokerage Operations Act as back-up to co-workers by cross-training on all department functions and demonstrate flexibility to respond to influx of workflow Interact with clearing firms and financial professionals on routine brokerage account processing requests; provide timely updates and statuses in contact management and workflow systems Create a strong working relationship with vendors, internal stakeholders, and financial professionals Keep up to date on changes to industry and business processes All other duties as assigned.