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3 дня назад

Adv Brokerage Ops Prof UNL (Brokerage Operations)

22 - 31$
Формат работы
remote (только USA)
Тип работы
fulltime
Грейд
junior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Adv Brokerage Ops Prof UNL (Brokerage Operations): Processing brokerage account documents, service requests, transfers, and distributions while answering member and field calls with an accent on complex transactions, accurate communication, and regulatory compliance. Focus on analyzing non-routine requests, maintaining service quality standards, and coordinating workflow across brokerage operations teams.

Location: Remote; compensation varies by geographic region

Salary: $22.92–$31.01 per hour

Company

hirify.global provides financial products and services focused on helping people manage money and achieve balanced, purpose-driven lives.

What you will do

  • Answer incoming member and field professional calls and make outbound calls when required.
  • Process new account documents, maintenance requests, transfers, distributions, and non-routine or complex transactions.
  • Review and resolve items that are not in good order while ensuring timely and accurate account servicing.
  • Manage workflow, provide functional coverage, and collaborate with brokerage operations and other service teams.
  • Communicate account status clearly to clients and field professionals while meeting service-level and quality standards.
  • Support policy, procedure, and quality-assessment development.

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.
  • Working knowledge of brokerage operations products, services, affiliated systems, and operational procedures.
  • Ability to work day and/or evening shifts based on volume forecasts.

Culture & Benefits

  • Full-time employment with potential bonus and incentive programs.
  • Medical, dental, and vision insurance, plus health savings and flexible spending accounts.
  • 401(k), pension, life, accidental death and dismemberment, 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.

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