Wealthfront
Brokerage Operations Specialist
Palo Alto, CA (Open to US-based Remote) / Full-time
Role brief
What this role is asking for.
Wealthfront Corporation is currently hiring a Brokerage Operations Specialist to be responsible for daily brokerage operations functions including Cashiering and Account Maintenance. Brokerage Operations is a division of Wealthfront Brokerage and works closely with Client Services and all other divisions of Wealthfront Inc. - including the engineering and product teams - to provide the best client experience possible. Brokerage Operations at Wealthfront Brokerage Operations at Wealthfront is right for you if you want to be a part of our mission to eliminate non-value added back office processes and scale the business through automation. On a day to day basis, your knowledge will not be limited to one area of Brokerage Operations. You will have the opportunity and flexibility to learn and work in all areas. You will not be separated from other departments, as a matter of fact, you will be encouraged to collaborate with others. Brokerage Operations values input from all employees on how to improve our processes and back office systems through automation and allows employees to work cross-functionally to implement solutions. Responsibilities Complete daily brokerage operations exception reports including unreconciled activity, margin, corporate actions, etc. Conduct quality control reviews and regulatory document delivery reconciliation Perform cashiering duties including verifica
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