Brokerage Operations Assistant — Wealth Management
Listed on 2026-10-12
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Finance & Banking
Regulatory Compliance Specialist, Business Administration
Corner Stone Staffing is seeking a Brokerage Operations Support professional in Coppell, TX. The role focuses on servicing brokerage and wealth management accounts, handling transactions, and resolving operational requests from initial inquiry to resolution.
The candidate will work with Envestnet, Pershing, NFS, and other platforms, ensuring accuracy, compliance, and timely communication with advisors and clients. A Series 7/SIE license is highly preferred.
The Brokerage Operations Assistant — Wealth Management role at Corner Stone Staffing is now open for applications in Coppell, TX, United States.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Brokerage Operations Assistant — Wealth Management role in the description above.
We appreciate your interest in this position.
Join Corner Stone Staffing and contribute to our ongoing work.
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