Candidate Experience Site - Lateral
Dallas, Texas
Asset & Wealth Management, Alternative Capital Markets, Wealth Management Professional, Associate - Dallas
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Apply to Asset & Wealth Management, Alternative Capital Markets, Wealth Management Professional, Associate - Dallas at Candidate Experience Site - LateralJob details
- Location
- Dallas, Texas
- Work type
- Onsite
- Posted
- 4 weeks ago
- Apply on
- hdpc.fa.us2.oraclecloud.com
About this role
Bachelor's degree, minimum 2 years' experience; SIE, Series 7 and 63 required (to be obtained within 3 months); strong communication and organizational skills; proficiency with Microsoft Outlook, Excel, Word; experience with trade booking, onboarding, and account maintenance.
What you'll do at Candidate Experience Site - Lateral:
- onboarding clients
- booking trades
- reconciling subscriptions
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