Financial Office Assistant

Scottrade, Inc., a financial services firm, partners with more than three million retail clients to provide the trading services and investment solutions they need to overcome barriers to financial success. Founded in 1980, Scottrade pairs its large nationwide branch network with advanced online products and services to help clients gain insight into the market and react quickly to trading opportunities.

* 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. * Retrieve mail from customer drop box. * Hand out packets to walk-in customer. * Send out correspondence. * 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. * Call back customers that opened new accounts. * Process required document reports. * Create and file new accounts and all pertinent paperwork for accounts. * Keep adequate supplies at front desk. * Handle all returned mail – find out new address and phone numbers of customers and mail back to customers. * Process simple request wires. * Assist customers with Scottrade.com. * Assist customer with the paperwork for different account types. * Send out follow-up cards monthly. * 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. * Perform other duties as assigned.

**Knowledge, Skills and Abilities Required:** * Quick and accurate data entry/typing skills (Minimum of 30wpm). * Great attention to detail. * Great organizational skills. * Moderate problem solving ability. * Excellent written and verbal communication skills. * Excellent customer service skills. * Moderate basic math skills; ability to calculate commission. * Moderate level of computer/Internet skills. * Ability to handle multiple tasks and a fast paced environment. * Basic level proficiency with Microsoft Word, Excel, and Outlook. * Foster company success through a professional appearance, being courteous to customers and all Scottrade associates and by having a positive attitude. **Minimum Education & Experience:** * High school diploma or equivalent required. * 1 to 2 years general office experience preferred. Previous experience in the brokerage industry helpful * 1 to 2 years customer service experience required **Physical Activities & Requirements, Visual Acuity, Working Conditions and Noise Level:** * While performing the duties of this job, the employee is required to sit, talk, hear, and use hands to finger, handle or feel objects, tools or controls. * The physical requirements of this position are considered to be sedentary work (Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects. Sedentary work involves sitting most of the time.). * While performing the duties of this job, the employee is required to have close vision (clear vision at 20 inches or less in order to view a computer screen). * The noise level in the work environment is considered moderate (business office with co-workers, copiers, shredders, printers, etc.). **Contact with others:** * Contacts with other persons within the department on routine matters as well as regular contact with other departments, or outside the organization furnishing or obtaining factual data requiring ordinary courtesy and tact. May need to utilize specialized communication skills in order to maintain goodwill with internal and external contacts.