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Job

New Accounts Associate (Temp)

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Wedbush Securities

•

14d ago

đź’Ľ Graduate Job

Los Angeles

AI generated summary

  • You need a Bachelor's degree, 1+ years of New Account processing experience, BETA/Phase 3 knowledge, Excel skills, strong communication, accuracy, ability to multitask, eagerness to learn, and discretion with confidential information.
  • You will be responsible for opening and processing new accounts, verifying client information, composing memos, updating databases, and assisting senior salespeople at Wedbush Securities.

Graduate Job

Banking & Finance•Los Angeles

Description

  • Wedbush Securities is one of the largest securities firms and investment banks in the nation. We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California with over 100 offices and more than 80 correspondent offices, our commitment to providing relentless, customized service is the foundation of our consistent growth. 
  • Our Los Angeles office is seeking a temporary New Accounts Associate to assist with a regulatory remediation effort. This is a hybrid role. Please note this is a temporary assignment that will last through the end of June.

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

Education requirements

Bachelors

Area of Responsibilities

Banking & Finance

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

Details

Work type

Full time

Work mode

office

Location

Los Angeles

Benefits

  • Comprehensive medical, dental, and vision coverage with multiple health plan options
  • Health Savings Account (HSA) with company-sponsored contributions
  • Flexible Spending Accounts (FSA) traditional and dependent care
  • Pre-Tax Commuter Benefits
  • 401(k) Plan: competitive discretionary company matching and profit-sharing contributions
  • Tuition reimbursement ($5,250 max per year)
  • Paid Sick Time, Holidays, Volunteer Time Off
  • Paid Leave: Parental Bonding, Jury Duty, Military, Disability, etc.
  • FINRA and Professional License Sponsorship
  • Charitable Donation Matching Contributions
  • Travel & Employee Assistance and Employee Discount Programs
  • Discretionary compensation based on the colleague's and the firm's performance