"Alerted.org

Description

The Brokerage Operations Associate is responsible for servicing Advisors and clients through the processing and support of the company. The Associate is responsible for capturing data, inputting transactions, evaluating information, identifying inconsistencies / inaccuracies, formulating resolutions, processing in-good-order business, maintaining daily statistics, and communicating with advisors and office staff. The Associate performs these duties within the standards set by the department.

Servicing advisors in the field

Data entry with Excel

Document processing

Identifying inconsistencies/inaccuracies

Skills

Financial Services, Operations, Series 7, Series 63, document processing

Top Skills Details

Financial Services, Operations, Series 7,Series 63

Additional Skills & Qualifications

Needs Series 7 &63 or 66 (combo includes 63)

Some amount of higher level education

Needs experience with Excel

Organized, task focused, high management skills

Experience Level

Intermediate Level

Pay and Benefits

The pay range for this position is $60000.00 - $65000.00/yr.

5% performance based bonus, 15% stock options flat fee, a lot of room for career growth opportunity

Workplace Type

This is a hybrid position in Fort Worth,TX.

Application Deadline

This position is anticipated to close on Sep 23, 2025.

h4>About TEKsystems:

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

About TEKsystems and TEKsystems Global Services

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.