Job Description

Growing Atlanta based financial services firm is searching for an Operations Associate to join their team.

The qualified Operations Associate will have a minimum of 2 years of Financial Services and Trading experience and possess an active Series 7 and 63 License.

This position will open accounts, review paperwork to make sure it is accurate and complete, manage client messages/questions, assist with trading for the rep offices and handle trade errors, manage daily transmitted files, process money movement for clients' accounts and assist the reps with questions and resolve issues.

This company offers a comprehensive benefits package, a pleasant work environment and lots of opportunity for professional growth.

For immediate consideration please submit your resume to Joanmarie Bolding, Senior Recruiting Manager at




Click here to apply online


Alpharetta GA
Date Posted