Position Title
Investment Support - New Accounts

Location
New York/1400 Broadway/114025

Job Summary
Team member will support the broker dealer, investment advisory program and insurance business. Primary focus in facilitating accounts opening and maintenance.

Pay Range (Hourly): $23.73 - $30.26 - $36.78

Pay Range: Local Minimum Wage - $0.00 - $0.00

Job Responsibilities:

• Quality check new account documents and oversee the account opening process, present to principal for approval
• Responsible for processing account maintenances and service requests
• Responsible for imaging of documentation
• Provide operational support and assistance to the financial advisors
• Support the OSJ (office of supervisory jurisdiction) through the review of surveillance and activity reports
• Various project assignments

EDUCATION/EXPERIENCE:

• College degree preferred.
• Minimum two to three years of related experience and/or training; or equivalent combination and experience.
• Knowledge of brokerage operations is preferred.
• Knowledge of Word, Excel, and Outlook is preferred.

PROFESSIONAL LICENCES:

• Series 7 and 63 Preferred (not required)

Flagstar is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identify, or national origin.

Equal Opportunity Employer - minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity

Minimum Salary: 0.00 Maximum Salary: 0.00 Salary Unit: Yearly