Trade Desk -

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          "text": "<p>•\tIn-depth knowledge of investments, their suitability and operational features.</p><p>•\tBasic knowledge of securities back office operations – trading securities, maintaining accounts and customer service.</p><p>•\tExcellent Customer Service Skills</p><p>•\tWorking knowledge of office systems used; able to work in a multi-system IT environment.</p><p>•\tWell organized and detail oriented.</p><p>•\tAbility to work effectively in a fast paced, team environment.</p><p>•\tAble to establish and maintain effective relationships with diverse groups: clients, representatives, internal staff.</p><p>•\tExcellent verbal and written communication skills; ability to communicate effectively in person and by telephone</p><p><br /></p>",
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          "text": "<p>•\tAnalyze, identify and resolve basic problems with clearing firm and representatives relating to client accounts.</p><p>•\tRespond to inquiries from representatives regarding department policies and procedures, trading practices, clearing firm and industry procedures.</p><p>•\tCoach representatives on industry best practices and procedures.</p><p>•\tEnsure compliance with FINRA, SEC, other regulatory &amp; Lincoln procedures in conversations and other communications with representatives.</p><p>•\tMain point of service for representatives and clients for clearing accounts.</p><p>•\tExecutes security transactions to achieve the best possible result for client and representatives. </p><p>•\tReview and approve trades.</p><p>•\tProvide accurate and timely review and processing of all trade desk supported activities, including, margin calls, fee billing, cash management programs and retirement accounts. Review requests for clearing firm and Lincoln good order standards.</p><p><br /></p><p>Education:</p><p>\tBachelor’s degree in business, marketing or finance preferred or equivalent work related experience.</p><p>\tFINRA Series 7 and 63 or 66 required; Series 24 &amp; 4 a plus; must obtain 24 and 53 within 1 years of placement.</p><p>\tInsurance license a plus.</p><p>\t1-3 years experience selling/trading stocks, bonds and mutual funds. </p><p><br /></p>",
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          "text": "<p><b><i>Voted one of Philadelphia&apos;s Best Places to Work 5 Years in a Row....!!</i></b></p><p><br /></p><p><b>This is a unique opportunity with a forward moving full-service broker-dealer and registered investment advisor organization which, serves the diverse and changing financial needs of more than 235,000 individual investors, and representing over $23 billion in assets. </b></p>",
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