AIS Processing Specialist
3 weeks ago
Russell Tobin & Associates is seeking a highly skilled AIS Processing Specialist to join our team in Green Bay, WI. As a key member of our operations team, you will be responsible for reviewing new account documents and disclosures, ensuring compliance with established procedures and service standards.
Key Responsibilities:
- Review new account documents and disclosures for accuracy and completeness
- Ensure compliance with CIP/BSA/AML policies and procedures
- Process account maintenance and service requests accurately and timely
- Provide exceptional support and service to front-office colleagues
- Identify and resolve trade exceptions and money movement issues
- Process checks and physical securities in accordance with established procedures
- Follow up on new accounts to ensure accurate and timely processing
Requirements:
- Associate's Degree or equivalent combination of education and experience in Financial Services
- 1-3 years of experience in Financial Services, with 3-5 years preferred in Brokerage
- Series 7-Stockbroker Exam and Series 66 License within 2 years preferred
About Us:
Russell Tobin & Associates is a leading minority-owned professional and technical recruitment and staffing advisory organization. We are committed to creating a diverse environment and are proud to be an equal opportunity employer.
Benefits:
- Comprehensive healthcare coverage
- Supplemental coverage
- 401(k)-retirement savings
- Life & disability insurance
- Employee assistance program
- Identity theft protection
- Legal support
- Auto and home insurance
- Pet insurance
- Employee discounts
Rate/Salary: $24/hr. to 25.50/hr. on W2 DOE
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