New Accounts Associate (Temp)
Wedbush Securities
- Los Angeles, CA
- $26.00-38.00 per hour
- Temporary
- Full-time
- 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
- 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
- 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