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Posted: Sunday, August 27, 2017 7:14 PM

Ref ID: 03600-9500736711Classification: Account Executive/Staffing ManagerCompensation: $18.00 to $22.00 per hourOfficeTeam is searching for a Brokerage Assistant to support 3 brokers at a downtown financial institution. In this position the candidate will be opening new accounts, maintaining records, preparing mailings, filing hardcopy and electronic documents, answering the phones, corresponding via email and obtaining approvals for FA communications. To be successful in this position, experience in word processing, excel, managing documents and records, general knowledge of the brokerage industry and securities regulations and basic knowledge of investment products is helpful. Essential Duties -Assist with clerical work such as filing, data entry and document management -Open new customer accounts -Update and maintain client accounts -Communicate effectively over the phone and via email to clients -Obtain approvals for FA(s) -Additional administrative support as necessary A Successful Candidate will have: -Excellent communication skills -Focused, hardworking and a fast learner -Comfortable learning new terminology -Experience within the financial industry To Apply: * To be considered for this position please apply online. If you meet the required qualifications Adrian Gonzalez, Emily Greenblatt or Lauren Wenner will reach out to you directly to further discuss details and next steps!3+ years Brokerage Assistant Microsoft Office Suite Experience with opening accounts, multi-tasking, and working in a fast paced environmentOfficeTeam is the world's leader in professional staffing for office support jobs, focusing exclusively on the temporary and temporary-to-full-time placement of professionals in the administrative field. We are faster at finding you work because of the depth of our client network. Specifically, our professional staffing managers connect with thousands of hiring managers in North America every week to find your office support job opportunities. We evaluate all of our OfficeTeam temporaries' skills and match them with the needs of top employers in their area.Apply for this job now or contact us today at 888.981.6731 for additional information.All applicants applying for US job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada. (C) 2017 OfficeTeam. A Robert Half Company. An Equal Opportunity Employer M/F/Disability/Veterans.By clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.


• Location: Portland

• Post ID: 22591598 portland is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2017