JOB RESPONSIBILITIES/MAIN FUNCTIONS - Review account opening documentation making sure it complies with regulatory guidelines. - Provide sales and products information to existing and prospect clients. - Process fund distributions and asset movements. - Work with internal departments and end clients in resolving service and operational matters. - Provide information regarding internal procedures. - Prepare ad hoc reports. - Responsible for the day-to-day oversight of the sales process ensuring policies, practices and regulations are followed by the firm’s clients. - Partners with key internal resources with the objective of identifying process improvement areas and/or efficiencies - Provide other duties, as necessary - Providing guidance to other team members and mentoring them by playing a lead role .JOB REQUIREMENTS (EDUCATION AND EXPERIENCE) - Bachelor's degree in Business Administration, Finance, or related field. - Minimum of 3 to 4 plus years of work-related experience. - Series 7 is a plus. - Bilingual in English and Spanish. SKILLS AND CAPABILITIES - Client service focus with the ability to respond to requests in a timely manner. - Strong analytical skills with high attention to detail and accuracy. - Strong organizational, multi-tasking, and prioritizing skills. - Good verbal, written, and interpersonal communication skills. - Knowledge and understanding of brokerage systems or applications. - Customer service attitude and proactive when issues arise. - Ability to work under pressure JOB SKILLS Business Administration Analytical Skills Attention to Detail Communication English Finance Regulatory Guidelines Spanish Workload Prioritization Career Level - IC2 JOB RESPONSIBILITIES/MAIN FUNCTIONS - Review account opening documentation making sure it complies with regulatory guidelines. - Provide sales and products information to existing and prospect clients. - Process fund distributions and asset movements. - Work with internal departments and end clients in resolving service and operational matters. - Provide information regarding internal procedures. - Prepare ad hoc reports. - Responsible for the day-to-day oversight of the sales process ensuring policies, practices and regulations are followed by the firm’s clients. - Partners with key internal resources with the objective of identifying process improvement areas and/or efficiencies - Provide other duties, as necessary - Providing guidance to other team members and mentoring them by playing a lead role .JOB REQUIREMENTS (EDUCATION AND EXPERIENCE) - Bachelor's degree in Business Administration, Finance, or related field. - Minimum of 3 to 4 plus years of work-related experience. - Series 7 is a plus. - Bilingual in English and Spanish. SKILLS AND CAPABILITIES - Client service focus with the ability to respond to requests in a timely manner. - Strong analytical skills with high attention to detail and accuracy. - Strong organizational, multi-tasking, and prioritizing skills. - Good verbal, written, and interpersonal communication skills. - Knowledge and understanding of brokerage systems or applications. - Customer service attitude and proactive when issues arise. - Ability to work under pressure JOB SKILLS Business Administration Analytical Skills Attention to Detail Communication English Finance Regulatory Guidelines Spanish Workload Prioritization As a world leader in cloud solutions, Oracle uses tomorrow’s technology to tackle today’s problems. True innovation starts with diverse perspectives and various abilities and backgrounds. When everyone’s voice is heard, we’re inspired to go beyond what’s been done before. It’s why we’re committed to expanding our inclusive workforce that promotes diverse insights and perspectives. We’ve partnered with industry-leaders in almost every sector—and continue to thrive after 40+ years of change by operating with integrity. Oracle careers open the door to global opportunities where work-life balance flourishes. We offer a highly competitive suite of employee benefits designed on the principles of parity and consistency. We put our people first with flexible medical, life insurance and retirement options. We also encourage employees to give back to their communities through our volunteer programs. We’re committed to including people with disabilities at all stages of the employment process. If you require accessibility assistance or accommodation for a disability at any point, let us know by calling +1 888 404 2494, option one. Disclaimer: Oracle is an Equal Employment Opportunity Employer*. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability and protected veterans’ status, or any other characteristic protected by law. Oracle will consider for employment qualified applicants with arrest and conviction records pursuant to applicable law. * Which includes being a United States Affirmative Action Employer #J-18808-Ljbffr