Data Entry Operator

Administrative Assistant – Data Entry

Phoenix, AZ

This is an entry level position responsible creating client and accounts, processing client updates, the accurate and timely processing of routine transactions that support the activities associated within the Brokerage Operations. Must be able to acquire and retain knowledge of industry rules and best practices regarding basic brokerage account operations.

• Education requirement – HS diploma or equivalent
• MS Office – strong in Word, Outlook, no powerpoint or access
• Able to navigate excel spreadsheets
• Strong typing skills
• attention to detail
• Dual monitors and will be populating data from one monitor to next. using one monitor as reference for data and typing into second form on other monitor.
• work hours 8 hours/day 7am to 5pm range, 1 hour lunch
• possible overtime as needed but no set overtime schedule
• face to face interviews
• Open accounts, create client records, edit accounts for updates. Mostly data entry. Looking to get them trained, then hire them on as perm if performing well.
• Manager intends to transition to perm, and after perm, the following duties will be part of their description
• Duties include accurate and timely processing of check disbursements, federal fund wires, ACHs, journals, internal transfers, check deposits, and tax corrections for retail and retirement accounts.
• This position will provide administrative support in the resolution and prevention of problems in the daily operations of the Cashiering Department in the back office by answering financial advisors and Advisor Support questions, answering Pershing service centers, faxing and preparing letters.
• Basic knowledge of IRA and Qualified Retirement Plans and be able to interpret legal documents is a plus.
• Duties may also include but are not limited to special projects, cross-training and distributing mail and other duties as assigned.
• Follows organization and department procedures to complete tasks in a timely manner.
• Required: Bachelors Degree or High School diploma or its equivalent with 2-3 years of experience in the brokerage or finance field.
• Client license Series 7 and 24 is a plus.
• Strong organizational, time management skills and the ability to adjust in a fast paced environment is a must.
• Works under immediate supervision.
• Reports to the Specialist and Director.