ENTRY-LEVEL Brokerage Operations Specialist - (New York, NY)

This ENTRY-LEVEL Brokerage Operations position demands working within established procedures and controls with a moderate degree of supervision. - The department is customer centric. - The desire to work with clients and agents at times of high stress to exceed their expectations is required. - The individual must be able to work in a high volume department with time sensitive customer transactions that require review, research and communication with agent and clients on a timely basis. - Meet individual performance expectations and operate in a team environment to contribute to the company and team goals. Responsible for the: - Accurate, efficient data entry, electronic updating and processing of a multitude of basic and advanced money movement transactions (check deposits, EFTs, journals, wires, establishing periodic investment plans to/from client's bank accounts, and Roth Conversions) for Retail and Retirement brokerage accounts.