Broker Dealer Operations Coordinator
Company: VirtualVocations
Location: Vista
Posted on: May 24, 2025
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Job Description:
A company is looking for an Operations Coordinator-Broker
Dealer.
Key Responsibilities
Establish and service new accounts, deposits, and retirement
contributions in a broker/dealer environment
Provide customer service and resolve inquiries for advisors,
clients, and internal business partners
Support operational projects and cross-train in various areas to
assist during peak times
Required Qualifications
Two years plus related experience in a financial services
environment
Knowledge of NetX360, Pershing, or general broker/dealer operations
preferred
Proficiency in Microsoft Excel and Microsoft Office Suite
Desire to obtain Series 7 license within six months of hire
Ability to work in a fast-paced environment
Keywords: VirtualVocations, Fullerton , Broker Dealer Operations Coordinator, Sales , Vista, California
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