• Interacts daily on the phone and in person with prospective and existing clients including handling basic inquiries and providing quotes.

• Solicits and receives orders for the Financial Advisor.

• May enter unsolicited trades at the direction of the Financial Advisor.

• May service less active accounts.

• Researches client and security information through the back office system.

• Processes and follows up on client documentation for proper maintenance of accounts.

• Prepares letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients.

• Creates and maintains records and files.

• Ensures required client paperwork is current with firm and industry requirements, rules and regulations.

• Maintains databases and creates reports using portfolio software programs.

• Assists Financial Advisors with marketing efforts including seminars, etc.

• Receives and processes securities.

• Participates in and receives cross-training, as well as assists with other operational functions as required.

• Performs other duties and responsibilities as assigned.

• Company’s working structure, policies, mission, and strategies.

• General office practices, procedures, and methods.

• Investment concepts, practices and procedures used in the securities industry.

• Financial markets and products.

• Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.

• Analyzing to be able to research account information.

• Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.

• Handle stressful situations and provide a high level of customer service in a calm and professional manner.

• Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.

• Use mathematics sufficient to process account and transaction information.

• Work independently.

• Provide a high level of customer service.

• High School Diploma or equivalent and minimum of one year financial services industry experience.

• An equivalent combination of experience, education, and/or training as approved by Human Resources.

About us:

Since our inception, Cantada has led the industry in network security, vulnerability research, reverse engineering, and hardening of embedded systems. Our customers consider us forerunners within the industry. Building upon our vast experience with the inner workings of servers, workstations, mobile devices, and embedded computer systems we have developed AutoRE™, a ground breaking capability that allows our cyber security staff to dissect, analyze, and report how systems are put together and how they can be taken apart rapidly and reliably.

Job Type: Full-time, Part-time

Pay: $21.00 - $29.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Parental leave
• Vision insurance

Shift:

• 8 hour shift
• Monday to Friday

Education:

• High school or equivalent (Preferred)

Experience:

• Customer Service: 1 year (Preferred)
• Computer Skills: 1 year (Preferred)

Work Location: Remote

• Health insurance