Posted 8 months ago

Your Business. Our Innovation.

Job Description

TradePMR is expanding their New Accounts/Transfers and Cashiering teams. We are looking for customer-service driven, reliable, and enthusiastic individuals to join our Operations Teams.

TradePMR is a locally owned corporation that specializes in providing technology solutions along with excellent customer service and support to Registered Investment Advisors and their staff.


  • Process new account applications, account maintenance requests, and transfer requests.
  • Process money movement between accounts, including journals, ACH transfers, and deposits.
  • Keep records of advisor and client interactions, and file account documents.
  • Complete assigned tasks daily, such as returned mail, document rejects, and acknowledgement of action items.
  • Work closely with advisors and clients to ensure excellent service in all transactions.
  • Effectively manage large volumes of incoming calls, email correspondence, and Service Requests in a timely manner.
  • Provide accurate, valid, and complete information to advisor and client inquiries while following Compliance policies and procedures.
  • Follow communication procedures, guidelines, and policies.
  • Adhere to a professional level of speech, dress, and workspace areas.
  • Perform other duties as assigned by Operations Manager.


  • Ability to process data quickly and accurately.
  • Proven strong telephone customer service skills that reflect TradePMR’s high level of professionalism.
  • Exhibit the ability to communicate well, and with accuracy, through verbal communication and written communication.
  • The ability to work in a collaborative environment based on the needs of our advisors and their clients.
  • Ability prioritize and manage time effectively.


  • Back office operational experience, preferably in the financial/banking industry.
  • Proven written and verbal communication skills with excellent customer service.
  • Comprehensive knowledge of Microsoft Office products.

Education and Training:

  • Preferred Bachelor’s degree or training in the financial industry.


We offer a full comprehensive benefit packages for full time eligible employees to participate in. These benefits include the following:

Job Features

Health careBlueCross/BlueShield Medical & Dental Insurance (100% employee paid)
401(k)401(k) with a 5% employer match
PTOPaid Time Off Policy, Holiday Pay, and Philanthrophy Paid time off
Life InsuranceCompany Paid life insurance, AD & D, STD, and LTD
Team BuildingCreative and supportive culture with a variety of company events to support our team environment

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