Banorte Securities: Bilingual Operations Associate

Company: Banorte Securities
Location: Houston
Posted on: May 16, 2022

Job Description:

POSITION SUMMARYProvides securities execution, clearance, and information management services to our retail clients and financial advisors. Responsible for the accurate and timely processing and settlement of fixed income, equity trades, processing of foreign currency transactions, on behalf of clients. Update and maintains diverse information platforms.ESSENTIAL DUTIES AND RESPONSIBILITIESPrepare and fill client account paperwork.Process money movements (checks, journals, wires, account transfers, etc.).Provide quality customer service through accurate and timely processing of transaction requests.Delivers effective written and verbal communication to business partners when requests are not in good order.Support various audits and projects as necessary.Communicate with different units of the business to achieve the common goals.EDUCATION and/or EXPERIENCEAt least 3 years of experience in any support or administrative roleHigh Level Proficiency in Microsoft Excel, Word, and OutlookAbility to multi-task and adapt to shifting prioritiesAbility to apply logical thinking to a wide range of intellectual and practical problemsRequires strong attention to detail, outstanding resourcefulness, flexibility and the ability to work independently as well as within a team setting.LANGUAGE SKILLSBilingual in English and Spanish is required.Banorte Securities International is an Equal Opportunity Employer

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