Broker Assistant

Overview

Connecting clients to markets – and talent to opportunity.With 5,400+ employees and over 80,000 institutional, commercial, and payments clients, we operate from more than 80 offices spread across six continents. As a Fortune 100, Nasdaq-listed provider, we connect clients to the global markets – focusing on innovation, human connection, and providing world-class products and services to all types of investors.Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, StoneX Group is made up of four business segments that offer endless potential for progression and growth.

 

Business Segment Overview:

Corporate: Engage in a deep variety of business-critical activities that keep our company running efficiently. From strategic marketing and financial management to human resources and operational oversight, you’ll have the opportunity to optimize processes and implement game-changing policies.

 

Position purpose: The Broker Assistant’s role is responsible for trade-related issues, market report translations, account-opening follow-up, and customer interactions. The ideal Assistant candidate is fluent in verbal and written communication, can assist and support the department’s staff in a dynamic, fast-paced environment, and is bilingual in Spanish and English, with fluent verbal and written skills to communicate with customers throughout Latin America. 

Responsibilities

Primary duties will include:

 

• Daily customer interactions regarding order placement, execution, and fills
•  Assists with answering phones, filling order tickets, and checking daily trades and afternoon prelims
• Filing duties
• Maintains a high level of customer service for both internal and external clients
• Handles client requests through responsiveness, follow-up, and escalation to a more senior team member if necessary
• Works proactively with other team members
• Maintains prompt and regular attendance
• This list of duties and responsibilities is not intended to be all-inclusive and may be expanded to include other duties or responsibilities that management deems necessary..

Qualifications

Qualifications: 

• Strong interpersonal skills, able to work with a variety of people comfortably and pleasantly
• Strong customer service skills
• Ability to make sound decisions on client issues and problems, including when to escalate to a more senior consultant
• Exceptional written and oral communication skills
• Excellent organizational and planning skills
• Ability to learn and acquire new knowledge and skills effectively
• Ability to share knowledge and work in a strong, team-oriented environment
• Strong work ethic and attention to detail
• Proficient in Excel, Outlook, and AI software