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J.W. Cole is looking for an outstanding Brokerage Operations Specialist to join our team!
Benefits:
Paid Time Off as well as all stock market holidays off
health insurance
401k matching
bonus and profit sharing
The candidate will utilize their experience and training to open accounts, account transfers, process cashiering, and resolve complex issues, to support our 500 Financial Professionals at the Broker Dealer and Registered Investment Advisor (RIA) firm level. Experience working at or closely with a Clearing / Custodial Firm such as Fidelity, National Financial, IWS, Pershing, Schwab, TD Ameritrade, etc., extremely beneficial.
This person must exhibit a positive attitude, exceptional organization, resourcefulness, exceptional planning & follow-up, and highly effective Client-service skills in a fast-paced environment.
Responsibilities:
Qualifications:
Education, Training and Travel
Job Type: Full-time
Pay: $40,000.00 - $50,000.00 per year
Benefits:
Physical setting:
Schedule:
Supplemental pay types:
Experience:
License/Certification:
Ability to Relocate:
Work Location: In person
Full Time
Business Services
$37k-54k (estimate)
01/21/2024
08/06/2024
jw-cole.com
TAMPA, FL
<25
1998
Private
CRAIG KALHOEFER
$5M - $10M
Business Services
JW Cole Financial, is a full service independent broker/dealer offering a wide array of general securities, investment products and insurance service.
The job skills required for Brokerage Operations Specialist include Planning, Life Insurance, Customer Service, Brokerage, etc. Having related job skills and expertise will give you an advantage when applying to be a Brokerage Operations Specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Brokerage Operations Specialist. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Brokerage Operations Specialist positions, which can be used as a reference in future career path planning. As a Brokerage Operations Specialist, it can be promoted into senior positions as a Discount Brokerage Department Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Brokerage Operations Specialist. You can explore the career advancement for a Brokerage Operations Specialist below and select your interested title to get hiring information.