Brokerage Client Assistant - RCAST & Registered

What you’d do

Support a Financial Advisory team and its clients by giving account information and quotes, entering approved security tickets, handling phone inquiries, resolving account issues, and maintaining regulatory files and reports. Full time. Found on the employer's careers page on Oct 18, 2026. Apply through the link.

You’ll need

• 1+ year brokerage and client services support experience
• Or equivalent work experience, training, military experience, or education
• Handle telephone inquiries and account issues
• Enter approved security tickets
• Maintain files to meet regulatory requirements