The primary function of the FRIM New Accounts Associate is to provide a wide range of administrative and operational support to Wealth Managers and Client Service Associates. This position is responsible for the setup, maintenance, and closing of accounts on our Portfolio Management systems. The candidate will utilize various internal systems and learn process based workflows to service various requests. The candidate is expected to work with minimal supervision.
The associate would also be trained to fill in as needed for a variety of functions within operations.
Skills, Knowledge and Abilities:
Ideal candidate will have operations experience in the securities industry, specifically in processing all types of new accounts and other "back office" functions. Series 7 a plus. Advanced Excel skills required.