Topsteptrader·about 24 hours ago
Summary
The New Accounts Specialist is responsible for reviewing and processing new customer applications for the Introducing Broker. This entry-level position supports the onboarding process by ensuring account documentation is accurate, complete, and compliant with NFA/CFTC requirements. The role emphasizes attention to detail, communication with clients to resolve missing or incomplete information if necessary, and coordination with the Director of New Accounts for escalations.
At Topstep we care deeply about and support the well being of our team, we seek diverse perspectives, we trust our team to take accountability and drive results, we embrace feedback as a means for growth or we are never finished learning, always seeking to improve.
Key Responsibilities
Required Qualifications and Key Competencies
Preferred Skills
Mathematical Skills
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
Reasoning Ability
Ability to apply common sense understanding to carry out written or oral instructions. Ability to deal with problems involving concrete variables in standardized situations. Ability to solve practical problems via a logical, analytic approach.
Computer Skills
To perform this job successfully, an individual must have knowledge of electronic equipment, intermediate PC skills, knowledge of internet software and proficiency. Familiarity with Google Drive and Google Docs is a must. Computer experience/operation is required. Must have the ability to operate general office equipment.
Other Skills and Abilities
Ability to multitask. Ability to work in a fast-paced environment. Strong time management and organizational skills. Ability to work under dynamic schedule constraints and consistently meet deliverable timelines.
Company Culture & Perks
New Hire Base Salary Range
Equal Opportunity Employer
Topstep is an Equal Opportunity Employer. We are committed to fostering an inclusive environment where all employees and applicants are valued. All qualified candidates will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, age, disability, or veteran status, in compliance with applicable federal, state, and local laws.
Interested in the role? Apply today with your resume and cover letter!
At this time immigration sponsorship is not available for this position (including H-1B, STEM OPT training plans, etc.).