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Brokerage Operations Specialist @ Wealthfront

Palo Alto or United StatesRemoteFull TimePosted 32 days ago

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About this role

Brokerage Operations Specialist at Wealthfront. Location: Palo Alto or United States. Role: reconciling reports, performing cashiering, maintaining accounts Requirements: 2+ years brokerage/back-office experience, securities regulatory and AML knowledge, Series 7 required (or ability to obtain), bachelor's degree preferred, strong organizational, communication, and cross-functional collaboration skills. Category: Finance and Accounting Seniority: Entry Level Certifications: series 7 Commitment: Full Time Workplace: Remote Languages: English

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