本帖最后由 PrimeVestNY 于 2019-5-20 10:01 编辑
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INTERNSHIP – Broker-Dealer / Financial Services
Vision Financial Markets LLC (“Vision”) is registered with the Securities and Exchange Commission (“SEC”) as a self-clearing securities broker-dealer, which provides clearing and settlement, execution services and custody. Vision provides wholesale execution and clearing services to other broker-dealers, professional market participants, investment advisors, and large traders. Vision is a clearing participant of the Depository Trust company and the Options Clearing Corporation. Vision provides full clearing and order-entry technology and support. High Ridge Futures LLC is a privately held, global introducing brokerage firm keenly focused in the areas of managed futures, online platform and API access, as well as custom-tailored futures and options execution services. We support the trading, hedging and asset management needs of a worldwide client base of institutions, corporations, foundations, family offices and individual investors.
Position Title: Broker-Dealer Summer Intern Location: Stamford, CT Compensation: $15-20 per hour
The Broker-Dealer Summer Intern provides administrative and functional support to different departments at an active broker-dealer. This position will require learning core software solutions such as Salesforce, Sungard FIS, WealthStation, and other back office software as needed. This position offers the unique opportunity to understand many of the aspects and departments of a broker-dealer as Intern will work with several different departments as needs arise.
Responsibilities - Exposure to Vision Financial Markets, LLC corporate structure · Core Values · Department functions · Performance Management- Including a performance review for the intern - Client Service Department · Roles and Responsibilities · Standards · Client Relationships including support and onboarding - Sale Department · Handling inbound and outbound calls · Working within Customer Relationship Management system · Providing sales support to sales team · Special Projects - Operations · Roles and Responsibilities · Standards · Back office processes and procedures - Compliance · Roles and Responsibilities · Standards · Special Projects - Process · From start to finish- Understanding the process of moving a potential member client to a true customer
Qualifications To perform this job successfully, an individual must demonstrate regular, predictable attendance and be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. The individual must be able to successfully pass background checks.
Education: Personal Finance, Accounting, Finance, Business or a related major
Additional Requirements: Must be part-time in school or currently enrolled (active) and have completed 4 semesters of coursework in an accredited college or technical school. The ideal candidate will have a genuine interest in the financial landscape. The individual should have a solid understanding of financial concepts.
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