accepting applications for the following positions:
Apollon Wealth Management is an Equal Opportunity Employer M/F/V/D and Drug Free Workplace. Background checks are required for all employees.
Account Services Specialist
Reports to: Director of Trading
• Apply management fees to client accounts for quarterly billing.
• 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.
• Bachelor’s Degree in Finance Preferred.
• Required Series 65 or 66
Skills and Experience:
• 2 to 3 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 preferred.
• 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)
• 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 exertion includes bending, pushing, standing and walking. Must be able to move or lift approximately 25 pounds. Ability to speak clearly and distinctly. Good vision and good hearing acuity (with glasses and hearing aids, if necessary)
Please send all cover letters and resumes to firstname.lastname@example.org.