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New Accounts Associate (Temp)

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Wedbush Securities

Apr 4, 2024

Applications are closed

  • Job
    Full-time
    Entry Level
  • Banking & Finance
  • Los Angeles

Requirements

  • Bachelor's Degree from an accredited university required
  • 1+ years experience with New Account processing
  • Must have previous experience with and working knowledge of BETA and/or Phase 3 systems
  • Proficient in Microsoft Office (Excel,)
  • Strong verbal and written communication skills
  • Strong accuracy and attention to detail
  • Ability to prioritize, multi-task and meet tight deadlines in a fast-paced, high pressure environment with minimal supervision
  • Positive, eager to learn and adapt to a changing environment
  • Handle confidential and sensitive information with tact and discretion
  • Perform other tasks and duties as assigned and required

Responsibilities

  • Open, process and update new accounts
  • Verify client information, signatures and documents
  • Compose, edit and distribute memos, letters and reports
  • Maintain and update client and contact database information
  • Maintain department files and documents
  • Act as an information resource, liaison and problem-solver with both internal and external contacts
  • Assist senior salespeople with day to day operations
  • Perform other tasks and duties as required and assigned
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Wedbush Securities

Leading with Innovation, Stability, and Experience.

Finance
Industry
501-1000
Employees
1955
Founded Year

Mission & Purpose

Since our founding in 1955, Wedbush has been a leader in the financial services industry, providing our clients, both private and institutional, with a wide range of securities brokerage, wealth management, and investment banking services; Headquartered in Los Angeles, California with 100 registered offices and nearly 900 colleagues, the firm focuses on client service and financial safety, innovation, and the utilization of advanced technology.

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