Firstrade Securities Inc., a leading online brokerage firm located in Queens, NY is looking to add a self-motivated and efficient candidate to our New Account Department. This is a great opportunity for individuals seeking opportunities to learn in the investment field. Firstrade is willing to train our Brokerage Account Associate for the right candidate.
No prior brokerage experience required — comprehensive training provided
Responsibilities:
- Review supporting documentation and application conditions for completeness and accuracy prior to submission to the appropriate departments
- Collect, review, and process new account applications across all account types, ensuring all required information and documentation are complete
- Handle account-related changes, and updates. This may include address changes, beneficiary updates, and account status inquiries.
- Be able to communicate with walk-in customers and reach out to customers on phone
- Maintain accuracy of the company’s database by reviewing and updating customer’s information as it is received
- Perform administrative tasks as assigned
Requirements:
- Bachelor’s degree in related field preferred
- Proficient in English
- Proficiency in Chinese (reading, writing, and speaking) is required
- Ability to work in a fast-paced environment
- Great communication and organizational skills
- Proficiency in Microsoft Office (Word, Excel, Outlook)
- Great multi-task and time management towards deadlines
- Strong attention to detail
- Ability to prioritize
Firstrade provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Firstrade complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Job Type: Full-time
Pay: $23.50 - $24.50 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee discount
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Vision insurance
Application Question(s):
- Do you need sponsorship in the future?
- Do you know how to speak, read, write and type in Chinese?
Education:
Ability to Commute:
- Flushing, NY 11354 (Required)
Work Location: In person
