Our success depends on the success of our employees.
If you are an experienced financial professional looking for true independence and an honest, straightforward relationship with your broker-dealer take a look at E1 Asset Management.
Our brokers are truly independent supported by an experienced back-office staff with hands-on issue resolution resources. Our team demonstrates a willingness to go above and beyond to help ensure that your business needs are met.
E1's steadfast mission has been to help investment professionals throughout the heartland of the country:
Optimize their time and talent.
Serve clients with excellence.
Enhance the value of their financial service practice.
E1 understands that changing broker-dealers is a big step. Our job is to assist you by providing the information you need to make a knowledgeable decision, help you understand the processes and alternatives involved, and finally, make your transition to a new firm as carefree as possible.
Series 7 & 63 license
Back Office Assistant
Our firm continues to grow and with this growth, we have a need for an Assistant to the Back Office Manager. As this is a general office position, no experience is necessary but is highly encouraged.
You can expect to:
Help maintain accounts
Perform portfolio accounting and recordkeeping
Assist other teammates as necessary
We're a close-knit team and we all help each other.
You should also be:
Able to accomplish tasks with minimal supervision
A great communicator
Initial Key Areas of Responsibility include but not limited to:
Processing of disbursement transactions including outgoing wires, checks, and journals
Processing of deposit transactions (such as checks)
Account maintenance such as account changes, set up online access, document scanning, standing instructions
Ensuring compliance with both internal and regulatory policy and procedures
Performs other duties and responsibilities as required or assigned by supervisor which may include special projects
Want to work for a boutique firm in downtown Jersey City? Come join our other highly skilled employees and grow within a firm dedicated to your ongoing success. We offer a fantastic working environment, the opportunity to hone your financial skills, progress in your career, and fulfill your ultimate potential.
Small Firm, BIG Capabilities