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Prosperity Bank · 4 weeks ago

Brokerage Assistant (Full Time) - Bryan

Bryan, TX, US

Full-time

Onsite

New Grad, Entry Level

Prosperity Bank is a financial institution seeking a Brokerage Assistant to support their brokerage operations. The role involves performing various administrative tasks, maintaining confidentiality, and assisting with customer inquiries and account management.

BankingFinancial Services

Responsibilities

Be able to perform a variety of duties related to maintenance of brokerage accounts. This includes making deposits, transferring of funds as requested by the customer or supervisor, making distributions, filing, computer usage, ability to read brokerage reports

Be able to wait on customers, screen visitors, answer telephones and develop technique for composing letters for both formal and practical use

Process receipts from asset sales and payments for asset purchases

Open new accounts; prepare and process all necessary forms

Process IRA transfers, deposits, rollovers, direct rollovers, and distributions

Process brokerage account applications, confirmations, settlements, stock certificates, statements, and other brokerage-related activity

Schedule and prepare customer seminars and customer appreciation meetings as necessary

Schedule and prepare bank employee educational seminars and employee referral programs

Assist in all day-to-day brokerage activities

Perform other duties, work overtime, and attend classes or seminars as requested by supervisor

Maintain department confidentiality