Advanced Brokerage Operations Professional, Remote (Finance)

Location: Remote; geographic eligibility is not specified.

Salary: $22.92–$31.01 per hour

Company

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

What you will do

• Answer member and field phone calls and process new account documents, maintenance requests, transfers, and distributions.
• Analyze and process non-routine and complex brokerage transactions, including items that are not in good order.
• Manage workflow, provide functional coverage, and collaborate with brokerage operations and service teams.
• Maintain knowledge of brokerage products, services, affiliated systems, and operational procedures.
• Communicate account status accurately and promptly to field professionals and clients.
• Support quality assessments, policy and procedure development, and department service standards.

Requirements

• High school education and 1–2 years of related experience.
• Strong written and verbal communication skills.
• Proficiency with Microsoft Excel, Microsoft Word, and applicable financial reporting tools.
• Ability to work day and/or evening shifts based on volume forecasts.
• Ability to work in compliance with applicable internal, state, and federal regulatory standards.

Culture & Benefits

• Full-time employment with potential bonus and incentive programs.
• Medical, dental, and vision insurance, plus health and flexible spending accounts.
• 401(k), pension, life, disability, and supplemental protection insurance.
• 20 days of paid time off, sick and safe time, 10 paid company holidays, and volunteer time off.
• Paid parental leave, employee assistance, and well-being benefits.