New Accounts Processor Job at Kovack Financial Network, Fort Lauderdale, FL

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  • Kovack Financial Network
  • Fort Lauderdale, FL

Job Description

Responsibilities:

  • Review and understand new account requirements for brokerage accounts and accounts held directly at sponsor companies.
  • Process and open new accounts with multiple custodians and sponsor companies.
  • Perform scanning and data entry tasks.

Qualifications:

  • 2+ years of experience in the Financial Services industry.
  • Proficient in Microsoft Office and common computer programs.
  • Knowledge of Wealthscape, NetX360, and Docupace is a plus.
  • Ability to work in a team environment.
  • Excellent written and oral communication skills.
  • Ability to make decisions independently.

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