Financial Office Assistant (04O) (1181)

Scottrade is an online brokerage firm that provides customers with a way to inexpensively manage their own investments while still receiving exceptional customer service. Headquartered in St. Louis, Missouri the firm allows investors to conveniently place trades online while offering the added assurance of over 270 branch offices nationwide. Scottrade’s culture is based on customer service and employee excellence.



DUTIES AND RESPONSIBILITIES:
Greet customers and answer phonesReceipt in check, stocks, and transfersOpen mail and process/distribute paperwork effectivelyProcess new account paperworkSend out necessary paperwork needed to be completed by clientAssist brokers as necessaryHand out packets to walk-in customerProvide stock quotes to customersAssist with training internsMatch incoming stocks and checks with accountsNavigate through the activity, position, security master, and balance screens of the CRI system to obtain customer informationFollow up on new accountsProcess required document reportsCreate and file new accounts and all pertinent paperwork for accounts Handle all returned mail – find out new address and phone numbers of customers and mail back to customersAssist customer with the paperwork for different account types Calculate and reiterate commissions to customers Follow-up on any problems arising from paperwork for a customer Contact banks on credit checks for approvalAssist all customers and branch brokers with IRA’s/set-up, distribution, nuances of each type.


REQUIREMENTS
REQUIRED SKILLS:


1 to 2 years general office experience preferred. Previous experience in the brokerage industry helpful Data entry/typing skills (minimum of 30wpm) 1 to 2 years customer service experience required Excellent customer service skills Great organizational, written and verbal communication skills Math skills; ability to calculate commissions Moderate level of computer/Internet skillsAbility to handle multiple tasks and like a fast paced environment Interest in the stock market helpful Foster company success through a professional appearance, being courteous to customers & all Scottrade associates, and by having a positive attitude



EDUCATION:
High school diploma or equivalent requiredAssociates degree or equivalent experience preferred


KEYWORDS: CUSTOMER SERVICE, OFFICE ASSISTANT, FRONT DESK, ADMINISTRATIVE ASSISTANT