Branch Intern

Location
O'Fallon, Missouri
Posted
June 08 2017
Ref
R0002748
Industry
Securities

JOB DESCRIPTION


The main purpose of this position is to assist branches with daily operations while gaining valuable work experience in the brokerage industry.

ESSENTIAL FUNCTIONS: 

• Listen to and shadow brokers in the office to see how they conduct business with clients. (10%)

• Act as a representative of Scottrade to clients that come directly to the branch for assistance. (10%)

• Become familiar with different departments and their functions. (10%)

• Provide technical support for clients accessing Scottrade's trading platforms. (10%)

• Utilize quote system to communicate information regarding stocks to clients. (10%)

• Process stock certificates and deposits, prepare paperwork for overnight delivery to St. Louis, and process branch mail. (10%)

• Understand and be able to communicate different types of client accounts. (10%)

• Navigate through the internal systems and become familiar with their uses. (10%)

• Complete internal training program through Scottrade University. (10%)

• Participate in team building activities within the branch. (5%)

• Become proficient with the Microsoft Office Suite. (5%)

• Perform other duties as assigned.

KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

• Ability to work an average of 15-25 hours per week and no more than 8 hours per day.  

• 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. 

• Currently enrolled in an undergraduate program and attend classes at a local University with interests in business and the stock market.

• Have completed 50-70 hours of required coursework and have a balance of no fewer than 48 hours remaining towards their Bachelor's Degree (1-2 years of college remaining).

• Performing within the college's acceptable GPA level.

LICENSE & CERTIFICATION REQUIREMENT(S)

Scottrade, Inc., an equal opportunity employer, is committed to inclusion and a diverse workforce.-