Branch Operations Specialist (Saddlebrook, NJ)
$50,000–$60,000 year
On-site · Florham Park, New Jersey, United States or Saddle Brook, New Jersey, United States
Job Summary
Branch Operations Specialist supporting the Saddle Brook or Florham Park offices. Responsible for day-to-day branch operations, assisting with client onboarding, maintaining and processing documents, aiding audit preparations, and ensuring timely communication with home office and branch staff. Will interact with management at various levels, participate in cross-training within Operations, and take on additional tasks as needed. Requires FINRA SIE and Series 99 licenses within 6 months of hire, brokerage operations experience, strong attention to detail, solid MS Office use, and the ability to navigate multiple systems with excellent verbal and written communication and organizational skills.
Required Qualifications
- FINRA Registration: SIE and Series 99 required (Within 6 months of hire)
- Brokerage operations experience
- Strong attention to detail and accuracy
- Intermediate Microsoft Office skills
- Ability to navigate multiple computer systems, applications, and utilize search tools to find information
- Excellent verbal, written, and interpersonal communication skills
- Effective organizational, multi-tasking, and prioritizing skills
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