Customs Brokerage Agent
Job Description
Job Description
Key Responsibilities:
- Process and record securities transactions, including purchases, sales, transfers, and exchanges.
- Maintain and update client accounts with accurate financial and personal information.
- Prepare and review trade confirmations, account statements, and settlement reports.
- Communicate with clients, brokers, and clearinghouses to resolve discrepancies or obtain missing information.
- Ensure compliance with internal policies, industry standards, and regulatory guidelines (e.g., SEC, FINRA).
- Monitor and reconcile daily transactions, account balances, and settlement activity.
- File, organize, and maintain documentation related to client accounts and trades.
- Assist brokers with scheduling appointments and providing general customer service.
- Use brokerage software systems to input and retrieve client and trade data.
- Support end-of-day and month-end reporting as required.
Qualifications:
- 1–2 years of administrative, clerical, or financial services experience preferred.
- Familiarity with brokerage operations and financial instruments is a plus.
- Proficiency with Microsoft Office (especially Excel) and brokerage software.
- Strong attention to detail and organizational skills.
Ability to work in a fast-paced environment and handle confidential information.
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