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Title

New Accounts Processor 

Division NEXT Financial Group, Inc.  
Position New Accounts Processor - NEXT Financial  
Location NEXT Financial Group, Inc. - Houston, TX  
Full-Time/Part-Time Full-Time  
Description

NEXT Financial Group is looking for a New Accounts Processor to join our successful organization. At NEXT, we offer our employees the opportunity to grow personally and professionally, to contribute to the success of a dynamic organization, and to serve others in a manner that exceeds their expectations.

Position duties include but are not limited to:

  • Opens/updates new and existing accounts into back office systems
  • Ensures accuracy and timely entry of information and resolution of missing information
  • Able to review and process brokerage accounts through clearing firm
  • Process and enter new/updated account information into back-office systems
  • Reviews paper and uploaded (WISE) new account information for completeness
  • Able to process the minimum amount of work assigned by management per day with quality
  • Keen attention to detail and strong follow-up skills
  • Ability to meet and exceed standards in processing turnaround
  • Ability to respond to customers and meet deadlines within 24 hours of receipt
  • Assist with training of new hires
  • Ability to respond to escalated issues with short notice
  • Strong organizational and multitasking skills
  • Strong understanding of all Microsoft Office Applications
  • Performs other projects and tasks as assigned
 
Position Requirements

Requirements:

  • High school diploma or GED preferred. 1+ years of data entry experience.
  • Attention to detail, good communication skills, well organized, and great follow through
  • skills are required.
  • Experience in back-office operations preferred.
  • Must be able to multi task and show a willingness to excel
  • Must be able to perform a typing test that measures speed and accuracy
  • Typing speed must be at least 40 wpm

For immediate consideration, apply online at: https://www.appone.com/MainInfoReq.asp?R_ID=2764085


NEXT Financial is an independent wealth management firm based in Houston TX, with more than 500 independent advisors that collectively manage nearly $13 billion in assets. To ensure our success, NEXT hires results-oriented employees who thrive in a collaborative team environment and are passionate about providing exceptional customer service. To learn move visit: www.nextfinancial.com

EOE

 

This position is currently not accepting applications.

To search for an open position, please go to http://CUSO.appone.com




 


 
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