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Job description
A financial services firm located in San Diego seeks a New Accounts Coordinator responsible for reviewing new accounts and transferring assets, generating transaction reports, and participating in training. Candidates must have an active Series 7 and ideally Series 24, along with two years of financial industry experience. Preferred qualifications include experience with an independent broker dealer and a college degree.
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Worksite address
san diego, CA, 92189, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.