Advanced Brokerage Operations Professional, Licensed (Remote)

Location: Remote in the United States

Salary: $22.92–$31.01 per hour

Company

hirify.global provides financial services focused on helping people manage money and pursue 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, transfers, distributions, and other service transactions.
• Analyze and process non-routine and complex 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 account status accurately and promptly while meeting service-level and quality standards.
• Support the development of policies, procedures, and quality assessments.

Requirements

• High school diploma and 1–2 years of related experience.
• FINRA Series 7 and Series 63/65 or Series 66 licenses are required, or must be obtained within 90 days of hire.
• 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.

Culture & Benefits

• Full-time employment with compensation determined by location, experience, skills, knowledge, and business needs.
• Potential benefits include medical, dental, and vision insurance; health savings and flexible spending accounts; 401(k); pension; and insurance programs.
• 20 days of paid time off, sick and safe time, and 10 paid company holidays.
• Volunteer time off, paid parental leave, employee assistance, and well-being benefits may be available.