Brokerage Client Assistant 2 - Contingent

Job Description:

We are seeking a diligent and organized individual to join our team as a Brokerage Client Assistant. In this role, you will provide essential support to our brokerage clients and assist in the smooth operation of our brokerage services.

Key Responsibilities:

Act as a primary point of contact for brokerage clients, addressing inquiries and providing assistance as needed.
Assist clients with account openings, transfers, and other administrative tasks, ensuring compliance with regulatory requirements.
Coordinate with brokers and other team members to facilitate timely execution of client trades and transactions.
Prepare and distribute client reports, statements, and other communications as necessary.
Maintain accurate client records and ensure data integrity in our brokerage systems.
Collaborate with internal departments to resolve client issues and enhance overall service delivery.
Stay informed about market trends, products, and industry developments to effectively support client needs.
Essential Skills:

Strong customer service orientation with excellent communication and interpersonal skills.
Attention to detail and ability to handle multiple tasks simultaneously in a fast-paced environment.
Proficiency in Microsoft Office Suite and familiarity with brokerage platforms/software preferred.
Knowledge of securities regulations and brokerage operations is a plus.
Ability to work effectively both independently and as part of a team.
Work Environment:

Dynamic and collaborative work environment within a brokerage firm.
Opportunity for growth and development in the financial services industry.
Regular interaction with brokers, clients, and internal stakeholders.
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AppleOne is proud to be an Equal Opportunity Employer. We believe in people, and we are committed to working with people of all backgrounds and connecting them with clients and companies who share our goals of diversity and inclusiveness. All qualified applicants will receive consideration for employment without regard to race, religion, ancestry, color, national origin, age, gender identity or expression, genetic information, marital status, medical condition, disability, protected veteran status, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable federal, state, or local laws.

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

Founder and CEO, Janice Bryant Howroyd, is a North Carolina native who left her hometown in 1976 armed with $1500. Since then, she has dedicated her efforts to building an organization that is committed to keeping the humanity in Human Resources and Strategic, Inclusive Procurement.

Mrs. Howroyd’s commitment to excellence has grown ActOne Group to 33 countries, with over 17,000 clients and more than 2,800 employees. The largest woman-minority-owned workforce management company founded in the US, ActOne Group professionals bring expertise in delivering corporate HR initiatives to local and global markets.

Mrs. Howroyd was selected by former President Barack Obama to serve as a White House appointee and continues to serve under the current administration as an Ambassador of Energy. Mrs. Howroyd gives generously through funding and advocacy for STEM education, particularly for women and minorities.

Mrs. Howroyd leads her teams to build business success based on the ability to connect great companies with outstanding talent. Her passion for education, mentorship, and self-empowerment initiatives have earned her many professional and philanthropic recognitions. She is a sought–after speaker and media subject matter expert in her fields. Her book, The Art of Work: How to Make Work, Work for You, is available on Amazon.com.