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Registered Sales Assistant - Private Client Group

Company: Stephens Inc.
Location: Little Rock
Posted on: January 13, 2019

Job Description:

ESSENTIAL DUTIES AND RESPONSIBILITIES* Open new accounts, obtain required information, verify accuracy, and enter into system. Set up and maintain related files and documentation.* Take and/or Enter customer orders via Backoffice to exchanges and trading room, at request of broker or customer.* Check reports and trade confirmations on past transactions to determine accuracy, identify any discrepancies and resolve.* Respond to customer requests, provide information and resolve problems.* Perform miscellaneous duties such as type correspondence and documents; answer telephones and take messages; greet visitors; make travel arrangements; make copies; mail printed materials; file; maintain reference books and materials.* Perform other tasks as assigned by management. EDUCATION AND/OR EXPERIENCE Broad knowledge of such fields as advanced accounting, marketing, business administration, finance, etc. equivalent to four years of college and 12-18 months of related experience and/or training; or equivalent combination of education and experience. COMPUTER SKILLS To perform this job successfully, an individual should have strong computer skills including the use of Microsoft Word, Excel, Outlook E-mail and the Internet. Ability to learn and operate additional software. CERTIFICATES, LICENSES, REGISTRATIONS Series 7 and 63 or Series 7 and 66 required. OTHER SKILLS AND ABILITIES Typing, alpha/numeric data entry. REQUIRED TESTING Microsoft Word, Excel, Typing and Alpha-Numeric Data Entry

Keywords: Stephens Inc., Little Rock , Registered Sales Assistant - Private Client Group, Sales , Little Rock, Arkansas

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