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Operations Support Representative

Harriett Financial Group
Marlton, NJ Full Time
POSTED ON 3/22/2025
AVAILABLE BEFORE 4/17/2025

Job Requirements:

  • Securities registration (Series 6 or 7 and 63)
  • 2 years of previous experience in a sales support role
  • Investment/brokerage operations experience
  • Customer service experience

Software Used:

Redtail (CRM), Albridge, Broadridge, Investment and Insurance company websites, MS Outlook, Excel, and Word

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