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)