http://jobs.scottrade.com/feeds/accounts-payable-St-Louis-MO-jobs/ Custom RSS Feed for accounts-payable-St-Louis-MO-jobs Wed, 22 May 2013 14:19:39 GMT en-us /sites/scottrade/images/Scottrade-Careers-Logo.png http://jobs.scottrade.com/feeds/accounts-payable-St-Louis-MO-jobs/ 720 Description:

Scottrade, Inc. has an ACATS Processor Associate (part-time) position available in Saint Louis, MO. The main purpose of this position is to process incoming account transfers from other financial institutions.

Responsibilities:

* Process customer account transfer paperwork through workflow. Notify branch office of potential problems on transfers.
* Submit ACAT eligible transfers on ACAT System
* Overnight Non-ACAT transfers via FedEx to contra firms.
* Assist with opening of branch mail each day.
* Answer questions from branch offices via email and phone calls.
* Communicate with contra firms to verify customer account information.
* Perform other duties as assigned.

Knowledge, Skills, and Abilities:

* Ability to work in a team environment
* Ability to handle multiple tasks
* Quick and accurate data entry skills
* Great attention to detail
* Good organizational skills
* Basic research/problem-solving ability
* Ability to interpret and apply procedures?????
* Excellent written and oral communication skills
* Basic level proficiency with Microsoft Word, Excel, and Outlook.
* Foster company success through a professional appearance, being courteous to customers and all Scottrade associates and by having a positive attitude.

Education and Experience:

* High School diploma or equivalent.
* 1-3 years Finance or Account Transfer Experience
* 1-3 years Customer Service Experience
* 1-3 years general Office Experience

Scottrade, Inc., an equal opportunity employer, is committed to inclusion and a diverse workforce.

Requirements:

Languages English – Spoken, English – Written
Location MO - St Louis]]>Tue, 07 May 2013 02:59:00 GMThttp://jobs.scottrade.com/job/Saint-Louis-ACATS-Processor-Associate-%28Part-Time%29-St_-Louis%2C-MO-Job-MO-63101/2536004/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSShttp://jobs.scottrade.com/job/Saint-Louis-ACATS-Processor-Associate-%28Part-Time%29-St_-Louis%2C-MO-Job-MO-63101/2536004/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS Description:

Scottrade, Inc. has an ACATS Follow Up Associate position available in Saint Louis, MO. The main purpose of this position is to follow up on account transfers to ensure all assets are settled properly through the ACAT system and the Non-ACAT process.

ESSENTIAL FUNCTIONS:

* Monitor cycle and end of day reports on ACATs (30%).
* Work reject reports (15%).
* Follow up on Non-ACAT transfers in Pinnacle (20%).
* Communicate with branches via email and phone (15%).
* Collaborate with contra firms to monitor transfers in progress (20%).
* Perform other duties as assigned.

KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

* Great attention to detail.
* Quick and accurate data entry skills, including 10-key.
* Excellent written and oral communication skills.
* Moderate research/problem-solving ability.
* Ability to work in a team environment.
* Ability to interpret and apply procedures.
* Ability to handle multiple tasks.
* Good organization skills.
* Basic level proficiency with Microsoft Word, Excel, and Outlook.
* Foster company success through a professional appearance, being courteous to customers and all Scottrade associates and by having a positive attitude.

EDUCATION & EXPERIENCE:

* High school diploma or equivalent required.
* 1-3 years experience in brokerage operations or account transfer experience preferred.
* 1-3 years of customer service experience required.
* 1-3 years general office experience required.

Scottrade, Inc., an equal opportunity employer, is committed to inclusion and a diverse workforce.

Requirements:

Languages English – Spoken, English – Written
Location MO - St Louis]]>Fri, 10 May 2013 00:00:00 GMThttp://jobs.scottrade.com/job/Saint-Louis-ACATS-Follow-Up-Associate-St_-Louis%2C-MO-Job-MO-63101/2592815/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSShttp://jobs.scottrade.com/job/Saint-Louis-ACATS-Follow-Up-Associate-St_-Louis%2C-MO-Job-MO-63101/2592815/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS Description:

Scottrade, Inc. has an ACATS Follow Up Associate position available in Saint Louis, MO.The main purpose of this position is to follow up on account transfers to ensure all assets are settled properly through the ACAT system and the Non-ACAT process.

RESPONSIBILITIES:

* Monitor cycle and end of day reports on ACATs (30%).
* Work reject reports (15%).
* Follow up on Non-ACAT transfers in Pinnacle (20%).
* Communicate with branches via email and phone (15%).
* Collaborate with contra firms to monitor transfers in progress (20%).
* Perform other duties as assigned.

KNOWLEDGE, SKILLS AND ABILITIES:

* Great attention to detail.
* Quick and accurate data entry skills, including 10-key.
* Excellent written and oral communication skills.
* Moderate research/problem-solving ability.
* Ability to work in a team environment.
* Ability to interpret and apply procedures.
* Ability to handle multiple tasks.
* Good organization skills.
* Basic level proficiency with Microsoft Word, Excel, and Outlook.
* Foster company success through a professional appearance, being courteous to customers and all Scottrade associates and by having a positive attitude.

EDUCATION & EXPERIENCE:

* High school diploma or equivalent required.
* 1-3 years experience in brokerage operations or account transfer experience preferred.
* 1-3 years of customer service experience required.
* 1-3 years general office experience required

Scottrade, Inc., an equal opportunity employer, is committed to inclusion and a diverse workforce.

Requirements:

Languages English – Spoken, English – Written
Location MO - St Louis]]>Sat, 18 May 2013 05:00:00 GMThttp://jobs.scottrade.com/job/Saint-Louis-ACATS-Follow-Up-Associate-St_-Louis%2C-MO-Job-MO-63101/2605323/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSShttp://jobs.scottrade.com/job/Saint-Louis-ACATS-Follow-Up-Associate-St_-Louis%2C-MO-Job-MO-63101/2605323/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS Description:

Scottrade, Inc. has an Account Services Associate position available in Saint Louis, MO.The main purpose of this position is to ensure seamless account opening and transfer for Advisor Services customers.

RESPONSIBILITIES:

* Review and process Advisor Services accounts, including troubleshooting and recommending solutions for unique situations
* Track deposits and account transfers, process transfer fee reimbursement requests, troubleshoot and recommend solutions for delayed transfers or problems with deposits.
* Generate reports to Advisor Services detailing accounts opened, pending matters, and status of transfers, and other important information
* Account maintenance, such as updating systems for address changes or other account changes
* Process fee withdrawals for Advisor accounts
* Keep Advisor Services Onboarding manual/website up to date with new/revised rules and procedures
* Assist in training interns and new associates on job responsibilities
* Perform other duties as assigned.

KNOWLEDGE, SKILLS AND ABILITIES:

* Strong time management and organizational skills; ability to handle multilple priorities.
* Ability to evaluate unique situations and recommend solutions while working in a fast paced environment.
* Ability to maintain a high degree of confidentiality.
* Ability to work in a team environment and independently.
* Strong written and verbal communication skills.
* Basic level proficiency with Microsoft Word, Excel, and Outlook.
* Foster company success through a professional appearance, being courteous to customers and all Scottrade associates and by having a positive attitude.

EDUCATION & EXPERIENCE:

* Associate’s degree or equivalent combination of education and experience preferred.
* 1-3 years of customer service experience required.
* Prior brokerage, insurance or investment advisor operations experience preferred.

Scottrade, Inc., an equal opportunity employer, is committed to inclusion and a diverse workforce.

Requirements:

Languages English – Spoken, English – Written
Location MO - St Louis]]>Thu, 16 May 2013 00:00:00 GMThttp://jobs.scottrade.com/job/Saint-Louis-Account-Services-Associate-St_-Louis%2C-MO-Job-MO-63101/2602758/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSShttp://jobs.scottrade.com/job/Saint-Louis-Account-Services-Associate-St_-Louis%2C-MO-Job-MO-63101/2602758/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS Description:

Scottrade, Inc. has an Asia Pacific Operations Internship position available in Saint Louis, MO. The main purpose of this position is to learn about and assist with essential operational functions of our Asia-Pacific business. This includes working with our Asia-Pacific customer service center, new account and account maintenance departments, and/or our quality control area.

Responsibilities:

This position will be responsible for performing a variety of the following functions:

* Follow up on international account leads, missing information, W-8BEN updates, and initial deposits.
* Open and sort incoming mail.
* Set up international new accounts.
* Process, file and scan existing and new accounts paperwork.
* Assist in processing account maintenance requests, including account updates, fund deposits and withdraws.
* Follow up on undeliverable emails and returned mail.
* Answer incoming calls and instant messages, or emails regarding new account applications, account maintenance or other inquiries as authorized.
* Assist with quality control reviews.
* Perform other duties as assigned.

Knowledge, Skills and Abilities:

* Must be able to speak, read, and type in English and Chinese (Mandarin required, Cantonese a plus).
* Quick and accurate data entry and typing skills in English and Chinese.
* Excellent attention to details.
* Must be able to maintain a high degree of confidentiality.
* Ability to use multi-line phone system.
* Ability to follow instructions.
* Basic level proficiency with Microsoft Word, Excel, and Outlook.
* Foster company success through a professional appearance, being courteous to customers and all Scottrade associates and by having a positive attitude.

Education and Experience:

*
* Currently enrolled in an undergraduate or graduate program and attending classes at a local college or university required with a graduation date no sooner than May 2014.
* Currently pursuing a degree in Business, Finance or related field required.
* Must be able to work 15-30 hours per week for a minimum of 2 consecutive semesters.

Scottrade, Inc., an equal opportunity employer, is committed to inclusion and a diverse workforce.

Requirements:

Languages Mandarin – Written, Mandarin - Spoken
Location MO - St Louis]]>Mon, 20 May 2013 08:00:00 GMThttp://jobs.scottrade.com/job/Saint-Louis-Asia-Pacific-Operations-Intern-St_-Louis%2C-MO-Job-MO-63101/2293216/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSShttp://jobs.scottrade.com/job/Saint-Louis-Asia-Pacific-Operations-Intern-St_-Louis%2C-MO-Job-MO-63101/2293216/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS Description:

Scottrade, Inc. has an Asia Pacific New Account Associate position available in Saint Louis, MO. The purpose of this position is to act as a customer service representative for prospective Asia-Pacific customers, while performing the administrative tasks necessary to process account applications and open new accounts on Scottrade’s systems.

Responsibilities:

* Contact customers to follow-up on leads, missing application information, welcome new customers, and initial deposits.
* Process and review new account application paperwork.
* Set up international new accounts.
* Assist clients with inquiries about Scottrade and status of account application via calls and emails. Promote Scottrade by explaining benefits of utilizing Scottrade as a broker and overcome customer objections.
* Open and review incoming mail.
* Respond to branch questions regarding international account applications.
* Perform other duties as assigned.

Knowledge, Skills, and Abilities:

* Excellent customer service skills with the ability to handle customer service issues and promote Scottrade in a professional, energetic and confident manner.
* Ability to read, write and speak in both Mandarin Chinese and English.
* Quick and accurate data entry and typing skills, both in Mandarin Chinese and English.
* Ability to maintain a high degree of confidentiality.
* Ability to use a multi-line phone system.
* Great attention to detail, ability to handle multiple tasks and be team oriented.
* Intermediate level proficiency with Microsoft Word, Excel, Outlook, and Internet Explorer.
* Foster company success through a professional appearance, being courteous to customers and all Scottrade associates and by having a positive attitude.

Education and Experience:

* Associate’s degree in related field, or equivalent combination of education and experience required.
* 1+ years customer service and/or office operations experience required.

Scottrade, Inc., an equal opportunity employer, is committed to inclusion and a diverse workforce.

Requirements:

Languages English – Spoken, English – Written
Location MO - St Louis]]>Wed, 24 Apr 2013 00:00:00 GMThttp://jobs.scottrade.com/job/Saint-Louis-Asia-Pacific-New-Account-Associate-St_-Louis%2C-MO-Job-MO-63101/2565570/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSShttp://jobs.scottrade.com/job/Saint-Louis-Asia-Pacific-New-Account-Associate-St_-Louis%2C-MO-Job-MO-63101/2565570/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS Description:
Scottrade, Inc. has a Branch Intern position available in Saint Louis, MO. The main purpose of this position is to assist branches with daily operations while gaining valuable work experience in the brokerage industry.

Responsibilities:

* Listen to and shadow brokers in the office to see how they conduct business with clients.
* Act as a representative of Scottrade to clients that come directly to the branch for assistance.
* Become familiar with different departments and their functions.
* Provide technical support for clients accessing Scottrade's trading platforms.
* Utilize quote system to communicate information regarding stocks to clients.
* Process stock certificates and deposits, prepare paperwork for overnight delivery to St. Louis, and process branch mail.
* Understand and be able to communicate different types of client accounts.
* Navigate through the internal systems and become familiar with their uses.
* Complete internal training program through Scottrade University.
* Participate in team building activities within the branch.
* Become proficient with the Microsoft Office Suite.

Knowledge, Skills, and Abilities:

* Ability to work an average of 15-30 hours per week and no more than 8 hours per day.
* Basic level proficiency with Microsoft Word, Excel, and Outlook.
* Foster company success through a professional appearance, being courteous to customers and all Scottrade associates and by having a positive attitude.

Education and Experience:

* High School diploma or equivalent.
* Currently enrolled in an undergraduate program and attend classes at a local University with interests in business and the stock market.
* Have completed 50-70 hours of required coursework and have a balance of no fewer than 48 hours remaining towards their Bachelor’s Degree (1-2 years of college remaining).
* Performing within the college’s acceptable GPA level.

Scottrade, Inc., an equal opportunity employer, is committed to inclusion and a diverse workforce.

Requirements:

Languages English – Spoken, English – Written
Location MO - St Louis]]>Sat, 18 May 2013 05:31:00 GMThttp://jobs.scottrade.com/job/Saint-Louis-Branch-Internship-%28Finance-and-Economics%29-St_-Louis%2C-MO-Job-MO-63101/2557497/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSShttp://jobs.scottrade.com/job/Saint-Louis-Branch-Internship-%28Finance-and-Economics%29-St_-Louis%2C-MO-Job-MO-63101/2557497/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS Description:

Scottrade, Inc. has an Asia Pacific Maintenance Associate position available in Saint Louis, MO. The main purpose of this position is to act as a customer service representative for Asia-Pacific customers, while performing the administrative tasks necessary to maintain up-to-date information and process certain transactions for international accounts.

Responsibilities:

* Assist customers and process certain types of transactions, including fund deposits and withdrawals, margin application, stock deposit, account transfer, etc.
* Assist with original W-8BEN (Certificate of Foreign Status of Beneficial Owner) validation and 3-year W-8BEN updates
* Review and reply to customer email inquiries
* Open and sort incoming mail and follow up on returned mail
* Retain records, file and scan international account paperwork
* Process account information changes including address, email, phone number, etc.
* Perform other duties as assigned.

Knowledge, Skills and Abilities:

* Excellent customer service skills with the ability to handle customer service issues and promote Scottrade in a professional, energetic and confident manner.
* Ability to read, write and speak in both Mandarin Chinese and English.
* Quick and accurate data entry and typing skills, both in Mandarin Chinese and English.
* Ability to work in a fast-paced environment and multitask.
* Ability to maintain a high degree of confidentiality.
* Ability to use a multi-line phone system.
* Basic level proficiency with Microsoft Word, Excel, and Internet Explorer, Outlook.
* Foster company success through a professional appearance, being courteous to customers and all Scottrade associates and by having a positive attitude.

Education and Experience:

* High school diploma or equivalent combination of education and experience required.
* 1+ years general office experience preferred.

Scottrade, Inc., an equal opportunity employer, is committed to inclusion and a diverse workforce.

Requirements:

Languages English – Spoken, English – Written
Location MO - St Louis]]>Mon, 29 Apr 2013 00:00:00 GMThttp://jobs.scottrade.com/job/Saint-Louis-Asia-Pacific-Maintenance-Associate-St_-Louis%2C-MO-Job-MO-63101/2572368/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSShttp://jobs.scottrade.com/job/Saint-Louis-Asia-Pacific-Maintenance-Associate-St_-Louis%2C-MO-Job-MO-63101/2572368/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS Description:

Scottrade, Inc. has a Senior Reconciliations Accountant position available in Saint Louis, MO.The main purpose of this position is to ensure that balance sheet account reconciliations for the brokerage and bank operations are accurate, properly supported, and completed timely. This position will also be responsible for improving department processes and handling projects of higher complexity.

Responsibilities:

* Review and approve the balance sheet account reconciliations for the brokerage and bank operations of the Company in accordance with GAAP (generally accepted accounting principles).
* Ensure that account reconciliations are properly stated with adequate supporting documentation.
* Work with management to improve the quality of the account reconciliations.
* Identify areas where controls and procedures can be improved in the preparation of the account reconciliations and propose solutions.
* Understand all activities in the assigned balance sheet accounts.
* Clearly communicate issues to management.
* Maintain appropriate records, files, and documentation.
* Respond to internal and external audit requests .
* Perform other duties as assigned.

Knowledge, Skills, and Abilities:

* Strong interpersonal skills.
* Ability to work independently and accept responsibility for their work.
* Ability to communicate clearly and expresses ideas concisely, and effectively. Ability to listen to and respond appropriately to others.
* Excellent reconciling and problem solving skills.
* Exceptional attention to detail and accuracy. Aptitude to manipulate large amounts of data.
* Process improvement oriented. Ability to search for ideas and propose improvements that will improve the efficiency and accuracy of the month-end close and reconciliation process.
* Work effectively within the department and across departments as a pro-active team member.
* Self starter and willing to assist in training and mentoring other associates and pro-actively assist others in completing activities.
* Ability to prioritize, multi-task and meet deadlines in a fast-paced/changing environment.
* Ability to analyze and adjust processes and procedures for highest accuracy and efficiency.
* Advanced level knowledge of GAAP (Generally Acceptable Accounting Principles).
* Advanced level proficiency with Microsoft Excel.
* Experience with Peoplesoft General Ledger preferred.
* Foster company success through a professional appearance, being courteous to customers and all Scottrade associates and by having a positive attitude.

Education and Experience:

* Bachelor’s degree in accounting or equivalent combination of education and experience required.
* 5+ years general accounting experience required.
* 3+ years public accounting experience preferred.
* Experience in the broker / dealer or banking industry strongly preferred.
* CPA preferred.

Scottrade, Inc., an equal opportunity employer, is committed to inclusion and a diverse workforce.

Requirements:

Languages English – Spoken, English – Written
Location MO - St Louis]]>Sun, 19 May 2013 07:59:00 GMThttp://jobs.scottrade.com/job/Senior-Reconciliation-Accountant-St_-Louis%2C-MO-Job/2440791/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSShttp://jobs.scottrade.com/job/Senior-Reconciliation-Accountant-St_-Louis%2C-MO-Job/2440791/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS Description:

Scottrade, Inc. has a Senior Job Costing Accountant position available in Saint Louis, MO. The main purpose of this position is to track the internal and external costs of information technology projects of the Company and ensure the proper accounting treatment of capitalization or expensing of these costs. This position will also be responsible for improving department processes and handling projects of higher complexity.

Responsibilities:

* Develop procedures for tracking the costs of information technology projects of the Company from process inception moving forward.
* Work closely with information technology associates regarding the tracking of internal costs of information technology projects.
* Ensure proper accounting treatment of capitalization vs. expense of project costs.
* Create monthly reporting for executive management regarding project costs.
* Perform month end journal entries and account reconciliations related to internal and external project costs.
* Perform analysis of ending balances of balance sheet accounts to ensure that all accounts are properly stated with adequate supporting documentation.
* Analyze records of financial transactions to determine accuracy and completeness of journal entries.
* Maintain appropriate controls within the accounting function and recommend changes where appropriate.
* Clearly communicate issues to management.
* Improve the processes and procedures of closing the books in the accounting department.
* Understand all activities in balance sheet accounts assigned.
* Maintain appropriate records, files, and documentation.
* Respond to internal and external audit requests.
* Perform other duties as assigned.

Knowledge, Skills, and Abilities:

* Process improvement oriented with the ability to search for ideas to improve the efficiency and accuracy of the month-end close and reconciliation process.
* Exceptional attention to detail and accuracy. Aptitude to manipulate large amounts of data.
* Ability to communicate clearly and expresses ideas concisely, and effectively. Ability to listen to and respond appropriately to others.
* Works effectively within the department and across departments as a pro-active team member.
* Self starter willing to pro-actively assist others when necessary in completing activities.
* Excellent reconciliation and problem solving skills.
* Ability to prioritize, multi-task and meet deadlines in a fast-paced/changing environment.
* Ability to analyze and adjust processes and procedures for highest accuracy and efficiency.
* Knowledge of GAAP.
* Advanced level proficiency with Microsoft Excel.
* Experience with Peoplesoft General Ledger preferred.
* Foster company success through a professional appearance, being courteous to customers and all Scottrade associates and by having a positive attitude.

Education and Experience:

* Bachelor’s degree in accounting or equivalent combination of education and experience required.
* 5+ years general accounting experience required.
* Information technology job costing experience preferred.
* CPA preferred.

Scottrade, Inc., an equal opportunity employer, is committed to inclusion and a diverse workforce.

Requirements:

Languages English – Spoken, English – Written
Location MO - St Louis]]>Fri, 10 May 2013 02:59:00 GMThttp://jobs.scottrade.com/job/Saint-Louis-Senior-Job-Costing-Accountant-St_-Louis%2C-MO-Job-MO-63101/2426662/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSShttp://jobs.scottrade.com/job/Saint-Louis-Senior-Job-Costing-Accountant-St_-Louis%2C-MO-Job-MO-63101/2426662/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS Description:

Scottrade, Inc. has a Scottrade Bank Equipment Finance Accounting Manager position available in Saint Louis, MO. The main purpose of this position is to lead, guide and manage the accounting functions for Scottrade Bank Equipment Finance (SBEF) division.

Responsibilities:

* Assist in the design and implementation of accounting systems and strategies aligned with the goals of the SBEF division.
* Lead, guide and manage the day to day accounting and financial reporting activities for the division.
* Ensure reconciliation of equipment financial systems to the banks’ general ledger.
* Monitor and report division metrics on a regular basis.
* Assist in the preparation and monitoring the department’s budget; report budget variances.
* Monitor and ensure all department expenditures are in line with established accounting policies, procedures, budgeted and approved amounts.
* Manage all sales tax, as well as use and property taxes for division.
* Ensure alignment of accounting procedures to Scottrade Bank policy and goals.
* Assist in the calculation of the division’s profitability for purposes of performance reporting and incentive plan compensation.
* As the need arises, supervise accounting personnel and participate in recruiting, hiring, training, coaching, discipline, and evaluation of staff.
* Perform other duties as assigned.

Knowledge, Skills, and Abilities:

* Thorough understanding of the equipment leasing industry.
* Working knowledge of bank products and services and distinctions between leasing and banking products.
* Ability to work within the divisional operating budget and business model.
* Strong knowledge of equipment finance structures, accounting and all related accounting requirements.
* Ability to gain an understanding of and implement division business plan and Scottrade Bank policies, procedures, processes, systems and products.
* Ability to communicate clearly and expresses ideas concisely, and effectively. Ability to listen to and respond appropriately to others.
* Excellent reconciliation and problem solving skills.
* Exceptional attention to detail and accuracy.
* Strong interpersonal skills; ability to work effectively within the department and across departments.
* Ability to prioritize, multi-task and meet deadlines in a fast-paced/changing environment.
* Knowledge of Generally Accepted Accounting Principles (GAAP).
* Ability to stay abreast of industry trends and developments and related technology.
* Ability to represent division to relevant contacts outside the organization.
* Advanced level proficiency with Microsoft Word, Excel, Access and Outlook.
* Foster company success through a professional appearance, being courteous to customers and all Scottrade associates and by having a positive attitude.

Education & Experience:

* Bachelor’s degree in Business, Finance, or a related field, or equivalent combination of education and experience required.
* 5+ years progressive experience in the accounting function for equipment leasing products required
* 5+ years banking industry experience required.
* 3+ years supervisory and/or leadership experience required.
* CPA preferred.

Scottrade, Inc., an equal opportunity employer, is committed to inclusion and a diverse workforce.

Requirements:

Languages English – Spoken, English – Written
Location MO - St Louis]]>Thu, 16 May 2013 00:00:00 GMThttp://jobs.scottrade.com/job/Saint-Louis-Scottrade-Bank-Equipment-Finance-Accounting-Manager-St_-Louis%2C-MO-Job-MO-63101/2602759/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSShttp://jobs.scottrade.com/job/Saint-Louis-Scottrade-Bank-Equipment-Finance-Accounting-Manager-St_-Louis%2C-MO-Job-MO-63101/2602759/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS Description:

Scottrade, Inc. has an End User Administration Technician position available in Saint Louis, MO.The main purpose of this position is to provide account support for all employees, including temporary employees and consultants. This position provides technical support via phone, e-mail, and remote support tools.

Responsibilities:

* Manage user accounts for Scottrade systems by creating, updating and disabling employee accounts for internal and external applications. Manage objects in Active Directory and provide support for internal Scottrade account based applications including our quote feed application and instant messaging application.
* Create Active Directory accounts, security groups, and distribution lists.
* Create and permission folders on network file shares.
* Review and audit Active Directory and Scottrade systems regularly.
* Troubleshoot and resolve Level II permission issues for Scottrade associates.
* Recommend system modifications to reduce or proactively address problems.
* Create and revise technical and non-technical documentation.
* Perform other duties as assigned.

Knowledge, Skills, and Abilities:

* Intermediate knowledge of Active Directory.
* Intermediate knowledge of NTFS permissions.
* Intermediate knowledge of Exchange 2007.
* Intermediate knowledge of Distributed File Systems.
* Intermediate knowledge of Group Policy.
* Intermediate knowledge of Powershell and VBScript.
* Intermediate knowledge of network storage.
* Basic knowledge of TCP/IP.
* Excellent organizational skills with the ability to maintain a high degree of confidentiality.
* Ability to troubleshoot problems of various complexity and analyze situations in order to determine which troubleshooting procedures to apply.
* Ability to read and follow knowledge base procedures and apply information from technical procedures to daily job requirements.
* Ability to create technical documentation and instructions for end users and co-workers.
* Ability to collaborate with co-workers and Scottrade employees including upper-level management in explaining, troubleshooting, and resolving technical issues as well as planning, coordinating, and completing IT projects.
* Ability to create meaningful spreadsheets/charts as needed.
* Ability and willingness to acquire and maintain knowledge of relevant products (software, applications and hardware) and support policies in order to provide accurate solutions to customers.
* Intermediate level proficiency with Microsoft Word, Excel, Access, PowerPoint, Project and Outlook.
* Foster company success through a professional appearance, being courteous to customers and all Scottrade associates and by having a positive attitude.

Education & Experience:

* Associate’s degree in Information Systems, Technical Degree, or equivalent combination of education and experience required.
* 1+ years account management experience required.
* 1+ years customer service experience required.
* Experience with Windows XP, Windows 7, Windows Server 2003, and Windows Server 2008 required.
* Experience with ticketing systems such as Altiris, Remedy, HEAT, or Magic preferred.

Scottrade, Inc., an equal opportunity employer, is committed to inclusion and a diverse workforce.

Requirements:

Languages English – Spoken, English – Written
Location MO - St Louis]]>Wed, 01 May 2013 00:00:00 GMThttp://jobs.scottrade.com/job/Saint-Louis-End-User-Administration-Technician-St_-Louis%2C-MO-Job-MO-63101/2577172/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSShttp://jobs.scottrade.com/job/Saint-Louis-End-User-Administration-Technician-St_-Louis%2C-MO-Job-MO-63101/2577172/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS Description:

Scottrade, Inc. has an Account Response Specialist position available in Saint Louis, MO.The main purpose of this position is to provide exceptional client support. As an extended branch team member, this position is client-facing and encompasses answering account operations-related questions and granting exceptions. Fosters relationships with clients in order to provide exceptional client support. Asks appropriate questions in order to determine client needs and provide Scottrade solutions that support their portfolios. This position will collaborate with other departments as required to resolve client issues.

RESPONSIBILITIES:

* Provide prompt, equitable and consistent resolutions to problems, issues and questions. Assess, approve and process branch requests (45%).
* Provide information and effectively promote Scottrade to clients (10%)
* Provide timely assistance and knowledgeable explanations regarding account set-up, changes and account transfers (10%).
* Process required document reports (10%).
* Collaborate with other departments on projects with client impact (10%).
* Collect, analyze and validate client signatures on account opening and maintenance documents (5%)
* Update information gathered during client contact, including activities, notes and phone calls in Compass and CRI (5%)
* Troubleshoot problems in branch offices, as needed (5%).
* Direct clients to Service Center for exceptions and fee negotiations as needed

KNOWLEDGE, SKILLS AND ABILITIES:

* Ability to speak professionally to internal and external clients.
* Ability to maintain a high degree of confidentiality. Ability to utilize and support new technologies to perform daily tasks.
* Exceptional problem solving and troubleshooting skills.
* Ability to use subject matter expertise to interpret and apply policies.
* Ability to reconcile conflicting policies and determine when to grant exceptions to established policies/procedures.
* Subject matter expert of front and back-office policies and procedures and other departments' functions.
* Ability to apply good judgment, common sense and formulate and communicate reasoned decisions.
* Strong understanding of business and data systems.
* Exceptional collaboration, listening, written and verbal communication skills
* Ability to build effective relationships with clients and associates throughout the organization
* Ability to prioritize, multi-task and meet deadlines in a fast-paced/changing environment.

EDUCATION & EXPERIENCE:

* Associate’s degree in Business, Finance or related field, or equivalent combination of education and experience required.
* 2+ years of brokerage operations or equivalent experience required. Experience in multiple areas of brokerage operations preferred.
* Series 7 and 63 licenses required, or ability to obtain within 90 days of hire.
* Clean U4 securities record required.

Scottrade, Inc., an equal opportunity employer, is committed to inclusion and a diverse workforce.

Requirements:

Languages English – Spoken, English – Written
Location MO - St Louis]]>Fri, 26 Apr 2013 00:00:00 GMThttp://jobs.scottrade.com/job/Saint-Louis-Account-Response-Specialist-St_-Louis%2C-MO-Job-MO-63101/2569762/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSShttp://jobs.scottrade.com/job/Saint-Louis-Account-Response-Specialist-St_-Louis%2C-MO-Job-MO-63101/2569762/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS Description:

Scottrade, Inc. has a Service Center Stock Broker position available in our Saint Louis, MO office.The main purpose of this position is to answer customer inquiries regarding margin rules and regulations, options strategies, order entry, and Scottrade trading platforms. All duties and responsibilities are performed while providing excellent customer service to prospects and customers in various mediums including, phone, chat, e-mail and social media.

RESPONSIBILITIES

* Provide excellent customer service to all customers and prospects via phone, e-mail and chat.
* Execute trades for customers over the phone in an accurate and professional manner.
* Research and resolve trade execution disputes.
* Provide assistance to customers regarding stock quotes and news, account inquiries, and technical guidance.
* Provide assistance to prospects regarding Scottrade services, available account types, products, Website and trading platforms, and Branch Office information.
* Provide timely and professional responses to customer e-mail inquiries, and route or escalate customer e-mails appropriately to Compliance, Risk Mgmt, Supervisor, Marketing, etc.
* Perform password re-sets at customer and branch office request.
* Record lead information received by phone and e-mail into Compass.
* Assist with the orientation and training of new Service Center Stockbrokers.
* Assist customers and answer any questions about Scottrade.com, including any of the trading platforms.
* Work in detail with margin accounts, buying power calculations and account balances.
* Proactively promote the benefits of Scottrade, Inc. to prospects and customers.
* Promote up-selling and cross-selling opportunities to existing customers.
* Perform other duties as assigned.

KNOWLEDGE, SKILLS AND ABILITIES:

* Excellent verbal and written communication skills.
* Excellent customer service skills. Ability to handle customer service issues in a professional manner.
* Excellent organizational skills and attention to detail. Ability to handle multiple tasks.
* Excellent computer skills including a proficient understanding of the internet.
* Basic math skills; ability to calculate commissions and perform margin calculations.
* Posses a broad knowledge of financial markets and other aspects of the brokerage industry.
* Ability to maintain a high degree of confidentiality.
* Intermediate level proficiency with Microsoft Word, Excel, and Outlook.
* Foster company success through a professional appearance, being courteous to customers and all Scottrade associates and by having a positive attitude.

EDUCATION & EXPERIENCE:

* Bachelor’s degree in Finance, Business, or related field, or equivalent combination of education and experience preferred.
* A current Series 7 and Series 63 license required. Clean U4 securities record.
* 1+ years customer service experience required.

Scottrade, Inc., an equal opportunity employer, is committed to inclusion and a diverse workforce.

Requirements:

Languages English – Spoken, English – Written
Location MO - St Louis]]>Thu, 09 May 2013 00:00:00 GMThttp://jobs.scottrade.com/job/Saint-Louis-Service-Center-Stock-Broker-St_-Louis%2C-MO-Job-MO-63101/2590719/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSShttp://jobs.scottrade.com/job/Saint-Louis-Service-Center-Stock-Broker-St_-Louis%2C-MO-Job-MO-63101/2590719/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS Description:

Scottrade, Inc. has an Anti- Money Laundering Specialist position available in Saint Louis, MO. The main purpose of this position is to assist the AML Compliance Officer in implementing Scottrade’s AML policies and procedures. This person will assist with the monitoring of Scottrade accounts for suspicious activity, as well as various other duties.

Responsibilities:

* Monitor suspicious activity in Scottrade’s customer accounts, and take appropriate action as necessary.
* Speak with branch personnel regarding AML issues and coach branch personnel on the appropriate conduct with customers on those issues.
* Draft and File Suspicious Activity Reports (“SAR”) with the Financial Crimes Enforcement Network (“FinCEN”) as necessary.
* Assist in conducting trend analysis with the surveillance system to ensure the quality of the systems output, as well as review and update Scottrade’s AML policies and procedures.
* Attend seminars, Web-Ex conferences, and classroom training in regards to new AML issues and guidance to ensure ongoing compliance of the Scottrade AML program with industry rules and regulations.
* Speak with investigative authorities with the FBI, US Secret Service, Homeland Security, and District Attorneys of various jurisdictions in regards to SAR reports that have been filed by Scottrade.
* Assist in the training of new employees of Scottrade regarding AML, as well as training new AML specialists on job responsibilities.
* Review and respond to FinCEN’s Rule 314(a) requests bi-weekly, and confirm any matches with FinCEN.
* Perform other duties as assigned.

Knowledge, Skills, and Abilities:

* Knowledge of AML/BSA regulations or securities industry regulations.
* Excellent interpersonal, written and verbal communication skills.
* Enthusiastic with ability to handle multiple tasks in a fast paced environment.
* Excellent organization skills.
* Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
* Ability to write simple business correspondence, such as emails and memos to external customers.
* Ability to effectively present information and respond to questions from peers or management.
* Ability to speak effectively and present information to external customers in person or via phone conversation.
* Great attention to detail.
* Basic level proficiency with Microsoft Word, Excel, and Outlook.
* Foster company success through a professional appearance, being courteous to customers and all Scottrade associates and by having a positive attitude.

Education and Experience:

* Bachelor’s degree in Finance, Business, Accounting, Economics, or related field, or equivalent combination of education and experience required.
* 2+ years experience in the securities industry or Anti-Money Laundering/Bank Secrecy Act Compliance.
* 1+ years of customer service experience preferred.
* Series 7 and 63 licenses required. Clean U4 securities record required.
* Other beneficial license(s) may include Series 24.
* CAMS (Certified AML Specialist) certification preferred.

Scottrade, Inc., an equal opportunity employer, is committed to inclusion and a diverse workforce.

Requirements:

Languages English – Spoken, English – Written
Location MO - St Louis]]>Mon, 22 Apr 2013 00:00:00 GMThttp://jobs.scottrade.com/job/Saint-Louis-Anti-Money-Laundering-Specialist-St_-Louis%2C-MO-Job-MO-63101/2560339/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSShttp://jobs.scottrade.com/job/Saint-Louis-Anti-Money-Laundering-Specialist-St_-Louis%2C-MO-Job-MO-63101/2560339/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS Description:

Scottrade, Inc. has an Special Handling Specialist position available in Saint Louis, MO.The main purpose of this position is to serve as a first point of contact for the Special Handling Department. This department is responsible for the review, analysis, and interpretation of court orders and other documents and determining the appropriate action for accounts subject to requests for information, tax levies, deaths, divorce, and disputes. Other responsibilities include answering routine questions, responding to hunt group telephone calls, managing the department's centralized email box, and escalating any non-routine or specialized inquries to Special Handling Analysts. This position will also be responsible for conducting research, reviewing documents, and assisting with requests for information.

RESPONSIBILITIES:

* Managing the Department's Centralized Email Account and Hunt Group, responding to routine questions or escalating inquiries to Special Handling Analysts (40%).
* Verbal and written communication with branches, customers, agencies, legal counsel concerning actions taken on accounts (10%)
* Providing instructions to Operations Departments concerning freezes, disbursements, and changes of ownership (10%)
* Researching, gathering, and assembling document requests (30%)
* Perform other duties as assigned. (10%)

KNOWLEDGE, SKILLS AND ABILITIES:

* Ability to read, comprehend, and interpret documents such as court orders and divorce decrees.
* Ability to write professional business correspondence, including letters and email.
* Ability to tactfully deal with private and confidential information.
* Capacity to understand rights and principles associated with common types of property ownership (joint tenancy, custodial, etc.) and forms of business ownership (corporation, LLC, etc.).
* Ability to deal tactfully, calmly, and confidently in difficult situations, including explaining rationale for decisions made, unpopular decisions, etc.
* Strong decision making ability, must be able to apply good judgment and common sense and make reasoned decisions or recommend proper course of action.
* Capacity to learn and understand common practices involved with common causes of property ownership changes, such as deaths and divorces.
* Organizational skills, must be able to track files and maintain detailed notes and records.
* Ability to analyze, interpret, and reach reasoned conclusions.
* Ability to master workflow and customer relationship management (CRM) systems.
* Exceptional verbal communication skills and customer service approach.
* Basic level proficiency with Microsoft Word, Excel, and Outlook.
* Foster company success through a professional appearance, being courteous to customers and all Scottrade associates and by having a positive attitude.

EDUCATION & EXPERIENCE:

* Associate’s degree in Business, Paralegal, or Legal studies, or equivalent combination of education and experience required.
* 2+ years experience in a similar position.

Scottrade, Inc., an equal opportunity employer, is committed to inclusion and a diverse workforce.

Requirements:

Languages English – Spoken, English – Written
Location MO - St Louis]]>Thu, 16 May 2013 00:00:00 GMThttp://jobs.scottrade.com/job/Saint-Louis-Special-Handling-Specialist-St_-Louis%2C-MO-Job-MO-63101/2602760/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSShttp://jobs.scottrade.com/job/Saint-Louis-Special-Handling-Specialist-St_-Louis%2C-MO-Job-MO-63101/2602760/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS Description:
Scottrade, Inc. has a Branch Intern position available in Englishtown, NJ . The main purpose of this position is to assist branches with daily operations while gaining valuable work experience in the brokerage industry.

Responsibilities:

* Listen to and shadow brokers in the office to see how they conduct business with clients.
* Act as a representative of Scottrade to clients that come directly to the branch for assistance.
* Become familiar with different departments and their functions.
* Provide technical support for clients accessing Scottrade's trading platforms.
* Utilize quote system to communicate information regarding stocks to clients.
* Process stock certificates and deposits, prepare paperwork for overnight delivery to Saint Louis, and process branch mail.
* Understand and be able to communicate different types of client accounts.
* Navigate through the internal systems and become familiar with their uses.
* Complete internal training program through Scottrade University.
* Participate in team building activities within the branch.
* Become proficient with the Microsoft Office Suite.

Knowledge, Skills, and Abilities:

* Ability to work an average of 15-30 hours per week and no more than 8 hours per day.
* Basic level proficiency with Microsoft Word, Excel, and Outlook.
* Foster company success through a professional appearance, being courteous to customers and all Scottrade associates and by having a positive attitude.

Education and Experience:

* High School diploma or equivalent.
* Currently enrolled in an undergraduate program and attend classes at a local University with interests in business and the stock market.
* Have completed 50-70 hours of required coursework and have a balance of no fewer than 48 hours remaining towards their Bachelor’s Degree (1-2 years of college remaining).
* Performing within the college’s acceptable GPA level.

Scottrade, Inc., an equal opportunity employer, is committed to inclusion and a diverse workforce.

.

Requirements:

Languages English – Spoken, English – Written
Location MO - St Louis]]>Wed, 08 May 2013 00:00:00 GMThttp://jobs.scottrade.com/job/Saint-Louis-Internship-%28Finance-and-Economics%29-Englishtown%2C-NJ-Job-MO-63101/2588408/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSShttp://jobs.scottrade.com/job/Saint-Louis-Internship-%28Finance-and-Economics%29-Englishtown%2C-NJ-Job-MO-63101/2588408/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS Description:

The main purpose of this position is to to handle oversight, analysis, and tracking of the Cost Basis & Tax Reporting application and vendor peformance. This position will provide insight, expertise, and analysis into project requirements, UAT testing, the competitive market place, and vendor evalutations.

Responsibilities:

* Ensure that Scottrade is in compliance with cost basis and tax reporting requirements of the Internal Revenue Service (IRS) by understanding and maintaining internal applications.
* Work proactively with the application vendors to keep projects and updates on track and ensure upgrades and enhancements are completely successfully. Test rollouts, perform validation, data mapping, and document as needed. Assist in the troubleshooting of technical & data problems with Cost Basis & Tax Reporting systems. Participate and oversee planning and scheduling of system upgrades, backup/outages to minimize customer impact.
* Document requirements needed for successful operation of the cost basis/tax reporting applications, as well as successful integration with other applications.
* Maintain interfaces between the cost basis/tax reporting applications and other applications. Analyze & monitor the raw data files passed between Scottrade and it vendors for Cost Basis and Tax Reporting to assure accuracy.
* Act as tier III support for Scottrade associates (particularly the following: Branch, Service Center, Compliance, and Branch Administration).
* Assist in developing, presenting, and provide feedback for the training on Cost Basis and Tax Reporting systems & regulations to all Scottrade associates.
* Maintain the content of Department Pages.
* Perform as a SME or "subject matter" expert for various projects that could have an effect on Scottrade's ability to meet the requirements for Cost Basis and Tax Reporting.
* Assist management in researching industry standard practices and making suggestions for adopting procedures and best practices.
* Perform all duties of a Cost Basis & Tax Reporting Specialist as needed.
* Perform other duties as assigned.

Knowledge, Skills, and Abilities:

* Remain knowledgeable and up to date on current and new IRS regulations pertaining to cost basis & tax reporting.
* Strong Brokerage industry knowledge.
* Considerable knowledge of the Cost Basis and Tax Reporting legislation and application of the rules is required.
* Excellent verbal and written communications skills.
* Advanced research and problem solving ability.
* Intermediate level proficiency with Microsoft Word, Excel, and Outlook.
* Strong attention to detail.
* Excellent basic math skills, ability to compute fractions and decimals.
* Self-starter with the ability to work independently, manage multiple tasks, and establish deadlines and priorities.
* General knowledge of the brokerage industry is required.
* Foster company success through a professional appearance, being courteous to customers and all Scottrade associates and by having a positive attitude.

Education and Experience:

* Bachelor’s degree or equivalent combination of education and experience preferred.
* 4+ years of Tax Reporting or Cost Basis experience required. Experience within the brokerage industry is strongly preferred.
* 3 to 5 years of customer service experience preferred.
* Series 7 and Series 63 licenses preferred.

Scottrade, Inc., an equal opportunity employer, is committed to inclusion and a diverse workforce.

Requirements:

Languages English – Spoken, English – Written
Location MO - St Louis]]>Wed, 08 May 2013 02:59:00 GMThttp://jobs.scottrade.com/job/Saint-Louis-Cost-Basis-Tax-Reporting-Application-Analyst-St_-Louis%2C-MO-Job-MO-63101/2538720/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSShttp://jobs.scottrade.com/job/Saint-Louis-Cost-Basis-Tax-Reporting-Application-Analyst-St_-Louis%2C-MO-Job-MO-63101/2538720/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS Description:

Scottrade, Inc. has a Senior Portfolio Analyst position available in Saint Louis, MO. The main purpose of this position is to provide leadership in support of Technology Process Governance, project reporting, and financial reporting required to manage the Information Technology Project Portfolio.

Responsibilities:

* Work in an investment portfolio group environment with three primary functions. Position incumbents may need to specialize in one of these areas or cross-train to support multiple functions. The three primary functions include:
* o Participate and contribute to the definition, training, and on-going support of the Technology Process Governance team:
* Research process improvement initiatives and provide recommendations for continuous improvements. Implement solutions/processes to improve enterprise efficiencies in support of the IT Strategic objectives for speed and flexibility of project delivery.
* Contribute to the creation and refinement of auditable processes to support on-going reporting and analytical requirements, working with Executive Management to define metrics in support of the processes.
* Evaluate, research, and document processes that impact delivery of projects through the project lifecycles. This includes meeting with stakeholders, evaluating the current and future states, providing recommendations for continuous improvement, communicating changes and possible training needs. Coordinate updates to templates with the documentation department.

* Exercise analytical skills to contribute to the Technology Investment Portfolio reporting team including:
* Monitor planned and actual capacity within active projects as well as to drive forward looking resource forecasts of capacity and demand.
* Track execution of IT initiatives versus the technology investment portfolio plan by working with individual IT teams to understand the spend commitment of the Technology Portfolio.
* Work with Finance to understand actual project spend compared to planned.
* Work with the Finance department to define, track, and report Technology Software Capitalization.
* Analyze Work Requests for validation of projected costs against the Technology investment portfolio and monitor projects to ensure realized business value.

* Maintain and develop the Project Portfolio Tool to meet the ongoing project management, resource forecasting, and time reporting needs of IT. This includes entering projects and resource forecasts into the PM Tools, serving as the primary contact for end user and training in support of the PM Tool and serving as the project manager for PM Tool upgrades.
* Provide general support and coordination for the training and use of Portfolio and Project Management tools.
* Model what-if scenarios of changes in the enterprise portfolio in support of long-term capacity planning, maintaining forecasting models and templates for shared resources. Identify gaps in the capacity versus demand and escalate risks to the long-term capacity planning.

* Perform other duties as assigned.

Knowledge, Skills, and Abilities:

* Exceptional organizational skills.
* Excellent oral and written communication; ability to present and discuss technical information in a way that establishes rapport, persuades others, and gains understanding.
* Demonstrated knowledge of Agile practices including but not limited to iteration planning, use case development, daily scrums, code refactoring, retrospectives and burndown tracking.
* Ability to gather, interpret, and present complex quantitative or qualitative data to Senior Management.
* Strong mathematical aptitude including data evaluation, trend analysis and interpretation.
* Ability to proactively identify and resolve issues.
* Familiarity with Project Accounting Systems.
* Knowledge of all facets of project management processes and IT methodologies.
* Expert knowledge of project management tools such as MS Project, VPMi, Clarity, etc.
* High level proficiency with Microsoft Word, Excel, Visio, and Powerpoint.
* Foster company success through a professional appearance, being courteous to customers and all Scottrade associates and by having a positive attitude.

Education and Experience:

* Bachelor’s degree in Business Administration, Accounting, Finance, Engineering, Information Systems or related field, or equivalent combination of education and experience required.
* Experience with the Financial Management of a Portfolio, Program, and/or Projects.
* 3+ years experience using reporting and analytical tools required.
* 5+ years experience managing or supporting project/portfolio management tools required.
* 7+ years experience participating on project teams required.
* 7+ years experience in systems analysis, process improvement, and/or resource planning required.
* 7+ years experience with software development projects preferred.

Scottrade, Inc., an equal opportunity employer, is committed to inclusion and a diverse workforce.

Requirements:

Languages English – Spoken, English – Written
Location MO - St Louis]]>Mon, 13 May 2013 00:00:00 GMThttp://jobs.scottrade.com/job/Saint-Louis-Senior-Portfolio-Analyst-St_-Louis%2C-MO-Job-MO-63101/2595704/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSShttp://jobs.scottrade.com/job/Saint-Louis-Senior-Portfolio-Analyst-St_-Louis%2C-MO-Job-MO-63101/2595704/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS Description:

Scottrade, Inc. has an AVP, Asia Pacific Client Segment Experience position available in Saint Louis, MO. The main purpose of this position is to apply deep knowledge of the Asia-Pacific (AP) client segment, the Asia-Pacific marketplace, and industry expertise to lead the firm-wide effort to create segment-specific business and marketing plans, addressing product, promotion, technology and support strategies that maximize the firm's value to the client and the client's value to the firm - resulting in unique, competitively differentiating experiences that improve acquisition, engagement and retention and winning market share within the key strategic segment.

Responsibilities:

* Work directly with the VP, AP International as well as the retail Segment Leaders, and their respective staff, to identify, prioritize and define strategies for financial products, services and support models designed to win market share within the strategic client segment. Measure success through fully shared accountability and metrics with lines of business.
* Work directly with leaders in Digital Product Development, User Experience, and IT to identify, prioritize and define strategies for technology platforms, online delivery touchpoints, features and tools designed to win market share within the strategic client segment.
* Work directly with leaders in Marketing to identify, prioritize and define positioning, pricing, and promotion strategies to win market share within the strategic client segment and to ensure the development of effective messaging and content.
* Provide thought leadership and deep subject matter expertise regarding the Asia-Pacific client segment. Function as the champion and principal voice of the AP client throughout all areas of the firm. Synthesize insights from Voice of the Customer (VOC) research, analytics and market intelligence to frame the firm-wide understanding of the client segment.
* Identify, prioritize and define education strategies to win market share within the strategic client segment.
* Produce, communicate and manage comprehensive, segment-centric business plans, including action plans as well as revenue and expense forecasts.
* Lead and facilitate diverse, cross-functional teams to create solutions for key client experience issues identified through VOC research.
* Perform other duties as assigned.

Knowledge, Skills, and Abilities:

* Strong leadership skills and abilities. Strong in general management knowledge and skills such as departmental goal setting and planning, budgeting and personnel administration.
* Strong interpersonal skills, including the ability to work across the organization and interact/influence/negotiate effectively at all levels of management and peers.
* Ability to think critically, solve problems, make decisions and build trust across the organization.
* Excellent verbal and written communication skills with the ability to effectively present information and respond to questions from peers or management.
* Ability to creatively solve problems and approach situations with a fresh and well thought out perspective.
* Deep understanding of the domestic and international Asia-Paciifc client segment and marketplace.
* Mandarin language fluency (ability to read/write/speak).
* Deep financial services (brokerage/banking) industry knowledge and understanding of the competitive marketplace.
* Strong facilitation and negotiation skills.
* Outstanding judgment and business acumen.
* Intermediate level proficiency with Microsoft Word, Excel, and Outlook.
* Ability to travel 5-10% of the time (approximately up to 2 days per month).
* Foster company success through a professional appearance, being courteous to customers and all Scottrade associates and by having a positive attitude.

Education and Experience:

* Bachelor’s degree in Business or Marketing, or equivalent combination of education and experience required. Master’s preferred.
* 6+ years Marketing leadership or management experience required.
* 3+ years experience in financial services required. Prior experience in a licensed role preferred.

Scottrade, Inc., an equal opportunity employer, is committed to inclusion and a diverse workforce.

Requirements:

Languages English – Spoken, English – Written
Location MO - St Louis]]>Sat, 04 May 2013 00:00:00 GMThttp://jobs.scottrade.com/job/Saint-Louis-AVP%2C-Asia-Pacofic-Client-Segment-Experience-St_-Louis%2C-MO-Job-MO-63101/2581593/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSShttp://jobs.scottrade.com/job/Saint-Louis-AVP%2C-Asia-Pacofic-Client-Segment-Experience-St_-Louis%2C-MO-Job-MO-63101/2581593/?utm_source=J2WRSS&utm_medium=rss&utm_campaign=J2W%5FRSS