Broker Dealer Operations Coordinator

Company: VirtualVocations
Location: Vista
Posted on: May 24, 2025

Job Description:

A company is looking for an Operations Coordinator-Broker Dealer.
Key Responsibilities

Establish and service new accounts, deposits, and retirement contributions in a broker/dealer environment
Provide customer service and resolve inquiries for advisors, clients, and internal business partners
Support operational projects and cross-train in various areas to assist during peak times

Required Qualifications

Two years plus related experience in a financial services environment
Knowledge of NetX360, Pershing, or general broker/dealer operations preferred
Proficiency in Microsoft Excel and Microsoft Office Suite
Desire to obtain Series 7 license within six months of hire
Ability to work in a fast-paced environment

Keywords: VirtualVocations, Norwalk , Broker Dealer Operations Coordinator, Sales , Vista, California

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