Onboarding Associate (Back Office) - Bilingual Chinese

Firstrade Securities Inc., a leading online brokerage firm located in Queens, NY is looking to add a self-motivated and efficient candidate to our New Account Department. This is a great opportunity for individuals seeking opportunities to learn in the investment field. Firstrade is willing to train our Brokerage Account Associate for the right candidate.

Responsibilities:

• Collect and review all new accounts applications for different types of account
• Review supporting documentation for completeness and consistency with the information indicated on the account application
• Investigate applications with required information and documents
• Review all conditions of the application approval and ensure all conditions are satisfied before submitting the application to the appropriate departments
• Handle account-related changes, and updates. This may include address changes, beneficiary updates, and account status inquiries.
• Be able to communicate with walk-in customers and reach out to customers on phone
• Maintain accuracy of the company’s database by reviewing and updating customer’s information as it is received
• Perform administrative tasks as assigned

Requirements:

• Bachelor’s degree in related field preferred
• Proficient in English
• Prefer candidates who are proficient in Chinese
• Ability to work in a fast-paced environment
• Great communication and organizational skills
• Great multi-task and time management towards deadlines
• Details oriented
• Ability to prioritize

Firstrade provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Firstrade complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Job Type: Full-time

Pay: $23.50 - $24.50 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee discount
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Application Question(s):

• Do you need sponsorship in the future?

• Do you know how to speak, read, write and type in Chinese?

Education:

• Associate (Preferred)

Ability to Commute:

• Flushing, NY 11354 (Preferred)

Work Location: In person

Salary : $24 - $25