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careers and internships

Now accepting resumes for the following positions, SEND EMAIL TO CAREERS@APOLLONWEALTH.COM:


Account Services Specialist

Reports to: Director of Trading

Status: Exempt

Responsibilities:

  • Manage the quarterly billing process for client accounts
  • Prepare custom monthly statements for client review
  • Prepare custom reports for advisors
  • Review daily maintenance of opening and closing accounts in Orion to confirm billing, payouts, cash available
  • Review weekly management of client log in
  • Perform special projects as assigned
  • Back up Trader for Director of Trading

 Minimum Education:

  • Bachelor’s Degree in Finance Preferred
  • Preferred Series 65 or 66

 Skills and Experience:

  • 1 to 2 Years of experience in trading or finance
  • Reconciling and correcting accounts.
  • Data collection, management and analysis
  • Gathering and compiling information
  • Read, interpret, analyze and apply transaction information
  • Intermediate level in Excel
  • Experience in Orion Advisor Services Desired

Firm Requirements:

  • Must maintain client confidentiality
  • Ability to ensure compliance of firm’s policies and procedures
  • Attention to detail with strong oral and written communication skills
  • Ability to prioritize and multitask
  • Strong interpersonal skills
  • Strong organizational and documentation skills
  • Creative, flexible, and persistent in completing tasks
  • Strong initiative; ability to work independently
  • Very experienced in MS Office Suite (Windows, Word, Excel, Email)

Working Conditions:

  • Work is carried out in a controlled, agreeable environment as generally represented by normal office conditions

Mental and Aptitude Requirements:

  • Analytical, conceptual, problem solving and decision-making skills

 Physical Requirements:

  • Ability to speak clearly and distinctly
  • Good vision and good hearing acuity (with glasses and hearing aids, if necessary)

Apollon Wealth Management is an Equal Opportunity Employer M/F/V/D and Drug Free Workplace.

 Background checks are required for all employees.