Brokerage Operations Specialist

Location: Remote nationwide within the United States. Applicants must be authorized to work for any employer in the U.S.; visa sponsorship, including CPT/OPT sponsorship, is not available. Reliable high-speed wired internet and a suitable home workspace are required.

Base salary: $55,300–$76,075 per year, with potential participation in a bonus program.

Company

hirify.global provides financial services focused on helping customers achieve financial freedom and improve their financial well-being.

What you will do

• Review new account applications, complete account setup, process contributions, and perform suitability reviews.
• Process account updates, asset movements, and Self-Directed Brokerage activities.
• Monitor outstanding applications and customer requests to ensure timely and accurate processing.
• Provide status updates and draft customer correspondence related to brokerage operations.
• Support recurring audits, reporting, and monthly or quarterly operational projects.
• Collaborate with Service, Sales, internal partners, and external vendors, including managing escalated situations.

Requirements

• Bachelor’s degree in business or equivalent experience.
• 1–2 years of experience in financial services.
• Series 7, Series 24, and Series 63 FINRA registrations are required, along with FINRA fingerprinting.
• Advanced Microsoft Excel skills and strong written and verbal communication.
• Strong organization, attention to detail, prioritization, and independent working skills.
• Ability to collaborate effectively and complete operational work within established timelines.

Nice to have

• Experience with new account processing, account maintenance, asset movement, or Self-Directed Brokerage operations.

Culture & Benefits

• Flexible work environment with a focus on purpose, well-being, inclusion, and work-life balance.
• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions of up to 6% and additional retirement benefits.
• Tuition reimbursement of up to $5,250 per year.
• Paid time off, company holidays, floating holidays, paid volunteer time, and leave programs.
• Business Resource Groups supporting inclusion and collaboration.