Jesup & Lamont Securities Corp Work Values

Daily Duties at Jesup & Lamont Securities Corp:

Established and maintained the compliance files. Performed administrative duties such as open all new accounts, provide market quotes, and worked closely with clients. Communicated regularly with all CSA's and FA's in satellite Branches Opened and maintained new accounts Reviewed Margin/Fed calls and communicated with FA's, CSA's and Margin Clerks Processed RMD's and monthly distributions, as well ACH/Wire transfers Processed Trade corrections, including commission adjustments thru error account Spoke with internal sales and financial advisors regarding client accounts Created spread sheets of monthly Stock deposits and account logs using MS Excel

What they like about Jesup & Lamont Securities Corp:

You highly value a work environment built on a formal structure, rules, and regulations. You do not enjoy the unpredictability of shifting priorities and deadlines that upset your routine. You require and enjoy direction, input and accountability as part of your work environment. You have a strong need to participate in making key decisions and feel left out if your superiors or co-workers do not seek your input when making decisions. You thrive on providing good customer service to both internal or external customers, and doing so makes you feel good.

Tags

Client Service Associate/Operations

Skills

P&L responsibilities, Presentation, Ecommerce Strategy and digital marketing channels optimization - SEO, SEM, email, affiliates - for high-profile accounts., Sales Support, Software Implementation, Requirements Analysis & Specification, Leadership

These are some of the questions we asked our climbers about their experiences with Jesup & Lamont Securities Corp: