Bilingual (Mandarin) 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.-