Advanced Brokerage Operations Professional (Financial Services)

Location: Remote (United States)

Salary: $25.21–$34.11 per hour

Company

hirify.global provides financial services focused on helping people manage money and live balanced and generous lives.

What you will do

• Answer member and field phone calls and provide brokerage operations support.
• Process new account documents, maintenance requests, distributions, and ACAT and non-ACAT asset transfers.
• Analyze and process complex and non-routine transactions, including not-in-good-order items.
• Manage workflow, provide functional coverage, and collaborate with service teams, field professionals, clearing firms, and internal business units.
• Communicate accurate account status updates and achieve established service-level and quality standards.
• Support the development of policies, procedures, and quality assessments.

Requirements

• High school diploma and 1–2 years of related financial services industry experience.
• Strong written and verbal communication skills.
• Proficiency with Microsoft Office tools, particularly Microsoft Outlook.
• FINRA Series 7 and Series 63/65 or Series 66 required, or must be obtained within 90 days of hire.
• Additional licensure may be required with manager approval based on specific job accountabilities.

Nice to have

• Bachelor’s degree in business, finance, economics, or a relevant field.
• 3–5 years of brokerage industry experience, particularly with account transfers and ACAT and non-ACAT/TOA processing.

Culture & Benefits

• Full-time remote work within the United States.
• Benefits may include medical, dental, and vision insurance; HSA; FSA; 401(k); pension; life and disability insurance; and supplemental protection insurance.
• 20 days of paid time off, Sick and Safe Time, 10 paid company holidays, Volunteer Time Off, and paid parental leave.
• Additional benefits may include bonuses, an employee assistance program, well-being benefits, and other employee programs.
• Benefits eligibility is subject to applicable plan and policy documents, which may change.