FCFC Senior Operations Associate

Responsible for
management of existing and new client accounts for FCFC. Primary liaison to LPL Financial for existing
and new client case management; including coordinating paperwork required to
properly maintain LPL investment accounts and outside investment
accounts. Management includes all
aspects of coordination with the advisors on asset management, trading and
performance reporting.

* Open new client accounts and process cash
received for new accounts.

* Maintain all required paperwork on existing
client accounts.

* Oversee trading and transfers and other trading
functions within client accounts at the direction of advisors.

* Oversee distributions from client accounts and
acquisition of assets from transferring institutions.

* Communicate with clients for required information
needed to complete account opening and ongoing management at the direction of
advisors.

* Bachelor's degree, or 3 years related
experience, or an equivalent combination of education and experience.

* Effective oral and written communication skills.

* Ability to compute basic to moderately complex
math calculations.

* Basic problem-solving and analytical
skills. Ability to interpret a variety
of instructions furnished in written, oral, diagram, or schedule form.

* Proficiency in using personal computers and
office products (e.g., Word, Excel).
Familiarity with report-writing or spreadsheet software preferred.

* Familiarity with LPL's operating platform (ClientWorks)
and Redtail CRM preferred.