New Accounts Associate (Temp)

Wedbush Securities

  • Los Angeles, CA
  • $26.00-38.00 per hour
  • Temporary
  • Full-time
  • 1 month ago
Wedbush Securities is one of the largest securities firms and investment banks in the nation. We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California with over 100 offices and more than 80 correspondent offices, our commitment to providing relentless, customized service is the foundation of our consistent growth.Our Los Angeles office is seeking a temporary New Accounts Associate to assist with a regulatory remediation effort. This is a hybrid role. Please note this is a temporary assignment that will last through the end of June.Responsibilities include, but are not limited to:
  • Open, process and update new accounts
  • Verify client information, signatures and documents
  • Compose, edit and distribute memos, letters and reports
  • Maintain and update client and contact database information
  • Maintain department files and documents
  • Act as an information resource, liaison and problem-solver with both internal and external contacts
  • Assist senior salespeople with day to day operations
  • Perform other tasks and duties as required and assigned
Experience and Skills
  • Bachelor's Degree from an accredited university required
  • 1+ years experience with New Account processing
  • Must have previous experience with and working knowledge of BETA and/or Phase 3 systems (This is very important, can we emphasize somehow?)
  • Proficient in Microsoft Office (Excel,)
  • Strong verbal and written communication skills
  • Strong accuracy and attention to detail
  • Ability to prioritize, multi-task and meet tight deadlines in a fast-paced, high pressure environment with minimal supervision
  • Positive, eager to learn and adapt to a changing environment
  • Handle confidential and sensitive information with tact and discretion
  • Perform other tasks and duties as assigned and required
What We OfferWhat Wedbush Offers YouAs part of the overall compensation package, Wedbush Securities (WS) offers an array of diverse benefits to our Colleagues.
  • Comprehensive medical, dental, and vision coverage with multiple health plan options
  • Health Savings Account (HSA) with company-sponsored contributions
  • Flexible Spending Accounts (FSA) traditional and dependent care
  • Pre-Tax Commuter Benefits
  • 401(k) Plan: competitive discretionary company matching and profit-sharing contributions
  • Tuition reimbursement ($5,250 max per year)
  • Paid Sick Time, Holidays, Volunteer Time Off
  • Paid Leave: Parental Bonding, Jury Duty, Military, Disability, etc.
  • FINRA and Professional License Sponsorship
  • Charitable Donation Matching Contributions
  • Travel & Employee Assistance and Employee Discount Programs
  • Discretionary compensation based on the colleague's and the firm's performance
Applications will be accepted until the position is filled. Decisions regarding compensation are determined on a case-by-case basis and are dependent on a variety of factors including but not limited to location; skill sets; experience and training; licensure and certifications; and other business and organizational needs. A reasonable estimate of the current hiring range is $26-38/hour, depending on experience.At Wedbush, we recognize that a diverse and inclusive workforce drives innovation, results in higher Colleague satisfaction, fosters superior client service, and adds meaningful value for stakeholders. WS aims to foster a culture of inclusion where all Colleagues are valued for their unique contributions to the firm and provided equal opportunities to succeed.Wedbush uses E-Verify, an Internet-based system, to confirm the eligibility of all newly hired employees to work in the United States. Learn more about E-Verify, including your rights and responsibilities here

Wedbush Securities