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About the Position

FCFC Operations Associate

Location: Columbia, SC

Assist Operations Managers with the management of existing and new client accounts for FCFC.  

Essential Duties and Responsibilities (Other duties may be assigned.)

  • Open new client accounts and process cash received for new accounts.
  • Maintain all required paperwork on existing client accounts.
  • Assist Operations Manager with trading and transfers and other trading functions within client accounts.
  • Oversee distributions from client accounts and acquisition of assets from transferring institutions.
  • Oversee reporting to clients on account performance.

Qualifications

  • Bachelor’s degree, or 2 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 a bonus.

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