Financial Office Assistant J04 (2773)

12800 Corporate Hill DriveSt. Louis,MO 63131 Reference Code 130415 Job Description Financial Office Assistant J04 (2773) DescriptionFor more than 25 years, Scottrade has been a leader in the stock brokerage industry, a leader in technology, a leader in customer service and a leader in value. Headquartered in St. Louis, Missouri, the firm allows investors to conveniently place trades online while offering the added assurance of America's largest branch office network among online brokerage firms. With Scottrade, investors have the stock trading tools and services they need to take control of their investing needs. Scottrade is proud to provide premium service and deeply discounted commissions to investors of all trading styles and we hope to continue to exceed our customers' expectations by providing the best price, the best service and the best technology. In January of 2008, Scottrade was named one of FORTUNE Magazine's Best Companies to Work for in America. Our corporate culture is based on customer service and employee excellence, and employment at Scottrade means working for a company that is constantly growing. At Scottrade, we believe in customer service, professionalism, and each other. Click here to learn more about Scottrade. DUTIES AND RESPONSIBILITIES: Greet customers and answer phones Receipt in check, stocks, and transfers Open mail and process/distribute paperwork effectively Process new account paperwork Send out necessary paperwork needed to be completed by client Assist brokers as necessary Hand out packets to walk-in customer Provide stock quotes to customers Assist with training interns Match incoming stocks and checks with accounts Navigate through the activity, position, security master, and balance screens of the CRI system to obtain customer information Follow up on new accounts Process required document reports Create and file new accounts and all pertinent paperwork for accounts Handle all returned mail, verify/update new customer address and phone numbers Assist customer with the paperwork for different account types Calculate and reiterate commissions to customers Follow-up on any problems arising from paperwork for a customer Contact banks on credit checks for approval Assist all customers and branch brokers with IRA's/set-up, distribution, nuances of each type. Required Skills1 to 2 years general office experience preferred. Previous experience in the brokerage industry helpful Data entry/typing skills (minimum of 30wpm) 1 to 2 years customer service experience required Great organizational, written and verbal communication skills Math skills; ability to calculate commissions Moderate level of computer/Internet skills Ability to handle multiple tasks and like a fast paced environment Interest in the stock market helpful Foster company success through a professional appearance, being courteous to customers & all Scottrade associates, and by having a positive attitudeEDUCATION: High school diploma or equivalent required Associates degree or equivalent experience preferredScottrade, Inc., an equal opportunity employer, is committed to inclusion and a diverse workforce. Scottrade is an online brokerage firm that provides customers with a way to inexpensively manage their own investments while still receiving exceptional customer service. Headquartered in St. Louis, Missouri the firm allows investors to conveniently place trades online while offering the added assurance of over 300 branch offices nationwide. Scottrade’s culture is based on customer service and employee excellence. Employment at Scottrade means working for a company that is constantly growing and changing; at Scottrade, we believe in customer service, professionalism and each other. Please visit the Scottrade Career Center for more information about our company. Scottrade, Inc., an equal opportunity employer, is committed to inclusion and a diverse workforce.