Securities Operations Specialist

2 weeks ago


Sewickley, Pennsylvania, United States AssuredPartners Full time
Job Overview

Position Summary

AssuredPartners is seeking a skilled Securities Operations Specialist to join our dynamic team. In this role, you will play a vital part in supporting our financial services operations by managing administrative functions, preparing essential documentation, and coordinating appointments.

Key Attributes of the Ideal Candidate

  • You are a reliable and approachable professional who values teamwork and collaboration.
  • Your customer service orientation drives you to deliver exceptional support and assistance.
  • You possess strong communication skills, both written and verbal, which are essential in your professional interactions.

If you resonate with these qualities, we encourage you to explore this opportunity further.

Responsibilities

  • Organize and prepare documentation and materials for meetings.
  • Ensure the maintenance of accurate and timely records.
  • Act as a liaison between clients and custodians, assisting advisors in their interactions.
  • Facilitate account openings and manage asset transfers as directed by portfolio managers or financial advisors.
  • Coordinate appointments for both new and existing clients.
  • Handle incoming calls, providing assistance or directing inquiries as necessary.

Qualifications

  • A minimum of 3 years of administrative experience within a securities environment is required.
  • Proficient in technology, with the ability to navigate various systems, including the Microsoft Office Suite (Word, Outlook, Excel, PowerPoint).
  • Demonstrated attention to detail and a commitment to thoroughness.
  • Excellent written and verbal communication skills.

Join Our Team

At AssuredPartners, we are dedicated to empowering our clients' growth and innovation. We offer an environment where creative and motivated individuals can advance their careers while contributing to the success of businesses and individuals alike.

As the fastest-growing independent insurance broker in the nation, we are excited to expand our financial services division. Our focus remains on building genuine, caring relationships with our clients every day.

Working with us provides the opportunity to engage in meaningful work while developing your skills, advancing your career, and growing alongside us.



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