FCFC Operations Associate

 Assist Operations Managers with the management of existing and new client accounts for FCFC. 

·         Open new client accounts and process cash received for new accounts.

·         Maintain all required paperwork on existing client accounts.

·         Assist Operations Manager with trading and transfers and other trading functions within client accounts.

·         Oversee distributions from client accounts and acquisition of assets from transferring institutions.

·         Oversee reporting to clients on account performance.

·   Bachelor’s degree, or 2 years related experience, or an equivalent combination of education and experience.

·   Effective oral and written communication skills.

·   Ability to compute basic to moderately complex math calculations.

·   Basic problem-solving and analytical skills.  Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

·   Proficiency in using personal computers and office products (e.g., Word, Excel).  Familiarity with report–writing or spreadsheet software preferred.

·   Familiarity with LPL’s operating platform (ClientWorks) and Redtail CRM a bonus.