AP Investor Services Trainee

Location
St. Louis, Missouri
Posted
September 08 2017
Ref
R0002933
Industry
Securities

JOB DESCRIPTION


The main purpose of this position is to study for the Series 7 and 63 exams in preparation to become a AP Investor Services Specialist I.

ESSENTIAL FUNCTIONS:

  • Follow the study program protocol and seek guidance and clarification as necessary.
  • Must obtain Series 7 License and Series 63 within established timeframe of assigned study program.
  • Perform other duties as assigned.

KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

  • Ability to apply good judgment.
  • Previous experience in the brokerage industry helpful.
  • Excellent attention to detail and time management skills.
  • Proficiency with Microsoft Word, Excel, and Outlook.
  • Ability to speak and read Chinese is required.
  • Foster company success through a professional appearance, being courteous to customers and all Scottrade associates and by having a positive attitude.

MINIMUM EDUCATION & EXPERIENCE:

  • Associate's degree in Finance, Business, or related field, or equivalent combination of education and experience required.
  • 1+ year customer service or general office experience required.
  • 1+ year  brokerage operations experience preferred.
  • Ability to obtain Series 7 and Series 63 licenses within established timeframe of assigned study program.

LICENSE & CERTIFICATION REQUIREMENT(S)

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