Our success depends on the success of our employees.
Looking for true independence and a genuine relationship with your broker-dealer? Consider joining E1 Asset Management. Our brokers are supported by an experienced back-office staff and benefit from hands-on issue resolution resources. Our team is committed to helping investment professionals in the heartland optimize their time and talent, provide excellent client service, and enhance the value of their financial service practice.
At E1, we understand that changing broker-dealers can be a big step. That's why we provide the information you need to make an informed decision and guide you through the transition process. Our goal is to make your move to our firm as smooth and stress-free as possible.
If you're an experienced financial professional with a Series 7 & 63 license, we encourage you to join our team and take advantage of the fantastic opportunities E1 has to offer.
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
Looking for employment in a boutique financial firm located in downtown Jersey City? Look no further. Join our team of highly skilled employees and grow within a firm that prioritizes your ongoing success. Our fantastic working environment offers opportunities to develop and refine your financial skills, advance in your career, and achieve your full potential. Come see why our small firm has BIG capabilities.