New Accounts Associate
First Metro Securities Brokerage Corporation
Makati, Metro Manila, Philippines
12h ago
source : Kalibrr, Inc.

Job Description

  • Answer client’s queries on account opening procedures, through phone or email
  • Assist clients re process on linking a settlement bank account with the stock trading account / internet banking access.
  • Receive, process, authorize and activate completed account opening forms.
  • Assist in gathering information to complete deficient accounts.
  • Maintain and authorize accounts of updated client's records.
  • Authorize instructions slips for any amendment in accounts.
  • Close accounts of written instructions of clients.
  • Refer clients to appropriate staff / unit for inquiries or other concerns as needed.
  • Prepare reports for management review / decisions.
  • Minimum Qualifications

  • Education : College graduate of a four-year business course preferably in accounting or management, or at least two years’ related experience and / or training;
  • or equivalent combination of education and experience.

  • Experience : 1-3 years experience related to loans processing / credit analysis / mutual funds processing
  • Knowledge : Knowledge on basic accounting principles, cash settlement and stock trading operations.
  • Skill : Arithmetic reasoning, computation and clerical perception.
  • Personality : Organized and systematic, analytical, patient and good with detail.
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