Operations/Commission Associate - Full-time / Part-time

Customer service support with assisting in opening new accounts. Will be receiving electronic applications and entering information into Allianz program system. Will require heavy data entry and strong customer service abilities.

Key Responsibilities

• • Process incoming brokerage, investment advisory, and direct business. Also, entering client information into the back office system.
• • Responsible for ensuring accuracy of data into back-office system and completeness of files.
• • Open communication of work progress with team and management.
• • Processing of returned mail, entry into our clearing firm system and also our back office system
• • Updating addresses in our clearing firm system and also our back office system.
• • Account research and quality
• Key Requirements/skills/experience
• • Data entry experience – high degree of accuracy and attention to detail a must.
• • Ability to manage time, organize priorities, and multitask with daily interruptions.
• • Excellent customer service
• • Ability to work independently and within a team setting (with minimal supervision).
• • Demonstrated problem solving skills.
• • Ability to manage multiple priorities and adjust priorities based upon changing needs

Top 3 Skills:

• Attention to detail/ highly accurate
• Strong data entry skills
• Quick learner

Experience: At least 1 year of office data entry experience, background in any industry is fine.