Middle Office Specialist

PSG Global Solutions

Miami, FL 33126

Posted 1 month ago

Job Description

Middle Office Specialist

Location:Miami, FL, United States

Job Type:Permanent

Job Category:Administrative

Job Industry:Banking/Finance

Salary:We offer competitive compensation and benefits.


+ Primarily provides trade execution and account support services to the RBWM client base, including advisor-led and self-directed via phone and email.

+ Supports internal clients such as Financial Consultants, Wealth Operations staff, Compliance and Sales Management.

+ Receives and executes domestic and international securities orders and provides high quality information and account maintenance services to clients, internal and external and in multiple languages.

+ Covers the full span of the WPB client continuum; therefore, also covers for HNW client order entry services as needed.

Our Client

Our client is an $11-billion global leader in talent solutions. Matching great people in 60+ countries. Focused on understanding clients, candidates, and employees.

Delivering a quality experience. Connecting growing companies with outstanding people. People like you and businesses the world over.

The world’s leading companies and their 6,000 customers. Creating growth opportunities for people. Are you looking to accelerate change in your career? Transform your skills?

Experience Required for Your Success

+ Bachelor’s degree in business, related field or equivalent experience

+ 2 years proven and progressive service and related financial services industry experience or equivalent

+ Licensed Registered Representative, Series 7 and 63 mandatory AND 65 or 66 mandatory to obtain within 12 months

+ Language Skills: English, Mandarin, Cantonese or Spanish is highly desirable

+ Strong and proven research, communication, organizational, analytical, customer service, sales and problem-solving skills

+ Sound knowledge of investment products, markets and traditional and non-traditional service providers

+ Impeccable phone manners – Must be well-spoken and well written, with a people focused attitude

+ Ability to manage multiple and changing priorities with tact, diplomacy and confidentiality

+ Strong knowledge of regulations affecting area of responsibility

+ Proficiency with personal computers as well as pertinent mainframe systems and software packages

What Do You Think?

Does your experience reflect what it takes to be successful in this role? Do the work and challenges get you excited about what's possible?

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