FINRA Licensed Brokerage Lead
Company: VirtualVocations
Location: Billings
Posted on: January 26, 2025
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Job Description:
A company is looking for a Lead Representative - Brokerage
Operations.
Key Responsibilities
Provide guidance to staff on day-to-day processes and handle
escalated items related to Brokerage services
Support all aspects of Brokerage account processing, including
application reviews and account setups
Facilitate staff training and promote efficiencies through
procedure updates and performance measures
Required Qualifications
Minimum 3-5 years of experience in financial services
Background in team leadership, employee development, and process
improvement
Bachelor's Degree in Business or equivalent experience
FINRA Series 7, 24, and 63 registrations required
FINRA fingerprinting required
Keywords: VirtualVocations, Billings , FINRA Licensed Brokerage Lead, Other , Billings, Montana
Click
here to apply!
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