regulations. Knowledge of security payments. Nice-to-have College degree or 4 years equivalent Corporate Actions brokerage...
As a subject matter expert, maintain accurate cost basis tracking in brokerage platform through ongoing validations... and/or correct tax lot and cost basis entries, both routine and complex, for all brokerage products including mutual funds, equities...
& Surplus (E&S) Lines broker clients in Commercial Lines Underwriter, Associate Underwriter or Assistant Underwriter positions... business. Submit underwriting referrals to company brokerage facilities. Manage a portfolio of renewal business with focus...