Coordinate and support equity sales related administrative task, such as: account opening, trade confirmation, supporting document needed.
Support equity sales to explain the transaction requirements and procedures to customer related the information before opening account, which is carried out under Sales supervision.
Support equity sales to supervise customer transaction activities and settlement of payments.
Ensure the customer transaction confirmations are appropriate and sent properly to the customer.
Personality Fit
This role is commonly a great fit for these MBTI types: