New Accounts Processor

Fort Lauderdale, FL Full Time

POSTED ON 1/27/2025

AVAILABLE BEFORE 4/28/2025

What are the responsibilities and job description for the New Accounts Processor position at Kovack Financial Network?

Responsibilities :

Review and understand new account requirements for brokerage accounts and accounts held directly at sponsor companies.
Process and open new accounts with multiple custodians and sponsor companies.
Perform scanning and data entry tasks.

Qualifications :

2 years of experience in the Financial Services industry.

Proficient in Microsoft Office and common computer programs.

Knowledge of Wealthscape, NetX360, and Docupace is a plus.

Ability to work in a team environment.

Excellent written and oral communication skills.

Ability to make decisions independently.

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