OrlandoRecruiter
the smart solution for Orlando jobs

Licensed Invest Support Specialist I

Location: Orlando
Posted on: March 18, 2019

Job Description:

GENERAL FUNCTION: The Licensed Investment Support Specialist I provides office management support for registered securities representatives (e.g., Investment Executives or Wealth Management Advisors).











ESSENTIAL DUTIES AND RESPONSIBILITIES:





.Provide daily administrative support to designated registered representatives, and existing and potential clients.





.Provide guidance to the banking center partners as requested.





.Process and follow-up operations duties linked to new/existing accounts, risk management, marketing support, order entry etc.





.Perform account maintenance including opening new accounts, money transfer requests, executing orders, address changes, etc.





.Ensure that all assigned trading transactions are executed in a timely and accurate manner, and that all documentation is maintained to standards





.Maintain close contact with clients in order to ensure that they are informed about industry changes while providing the opportunity for additional products and services.





.Educate and coach business partners on current market conditions, products, compliance and operational duties.





.Support multiple registered securities representatives or representatives with very large books of business.





.Handle various administrative functions for the registered securities representatives including but not limited to executing trades.





.Ensure that all trading activity complies with federal and internal compliance regulations and guidelines.





.Work closely with Banking Center or Private Bank partners to identify cross sell and referral opportunities.





.Perform other projects or duties as assigned.











SUPERVISORY RESPONSIBILITIES: None.





Keywords: , Orlando , Licensed Invest Support Specialist I, PR / Public Relations , Orlando, Florida

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other PR / Public Relations Jobs


Mortgage Loan Originator
Description: font face Arial GENERAL FUNCTION: Performs a wide range of duties relating to the origination of residential 1st mortgage loans for outside referrals. Meets standards and objectives defined by management (more...)
Company:
Location: Clearwater
Posted on: 03/18/2019

Retail Personal Banker Assoc - Midtown market PB2
Description: font face Arial GENERAL FUNCTION: Selected candidates will attend a 6-10 week on-boarding and education program that includes rotations in Operations and Sales amp Service. There will be a certification (more...)
Company:
Location: Tampa
Posted on: 03/18/2019

Mortgage Loan Originator
Description: font face Arial GENERAL FUNCTION: Performs a wide range of duties relating to the origination of residential 1st mortgage loans for outside referrals. Meets standards and objectives defined by management (more...)
Company:
Location: Clearwater
Posted on: 03/18/2019


CSR / Teller - S Orange and Grant BC - Part Time
Description: p font face Arial Banking Customer Service Representative /font /p br p font face Arial Job Description br / br If you are a dynamic and driven Customer Service Representative who has (more...)
Company:
Location: Orlando
Posted on: 03/18/2019

Licensed Invest Support Specialist I
Description: font face Arial GENERAL FUNCTION: The Licensed Investment Support Specialist I provides office management support for registered securities representatives e.g., Investment Executives or Wealth Management (more...)
Company:
Location: Orlando
Posted on: 03/18/2019

Technical Writer - Pay DOE.
Description: I have a client that needs a candidate to make a difference in their organization If you want to say YES to making an impact then please continue to read. br My client is responsible for implementing (more...)
Company:
Location: Maitland
Posted on: 03/18/2019

Licensed Invest Support Specialist II
Description: font face Arial GENERAL FUNCTION: The Licensed Investment Support Specialist II provides office management support for registered securities representatives e.g., Investment Executives, or Wealth (more...)
Company:
Location: Largo
Posted on: 03/18/2019

Loan Processor - ORLANDO!! - $50K - Mortgage Loan Processors
Description: Client currently seeking Mortgage Loan Processors in the Orlando area If you have
Company:
Location: Orlando
Posted on: 03/18/2019

Trust Specialist
Description: font face Arial GENERAL FUNCTION: br / br br / br .Partner with the Senior Trust Officers and Trust Officers in every aspect of servicing their client base to ensure greater client satisfaction, (more...)
Company:
Location: Clearwater
Posted on: 03/18/2019

Senior Client Services Representative - Excellent Opportunity
Description: Excellent opportunity for an experienced Senior Client Services Representative If you are seeking a stable work environment, an employer
Company:
Location: Fort Pierce
Posted on: 03/18/2019

Log In or Create An Account

Get the latest Florida jobs by following @recnetFL on Twitter!

Orlando RSS job feeds