Working at Packerland
The fun and collaborative environment at Packerland fosters growth, education, and development. Our welcoming and friendly atmosphere aligns with an inclusive, energetic, and respectful culture. We have a diverse workforce, competitive benefits, and a team that enjoys its time together inside and outside of the office.
Open Positions
Administrative Coordinator
POSITION OVERVIEW
Packerland Brokerage Services, a broker dealer servicing financial advisors, has added a position and is seeking a bright and talented Administrative Coordinator to join our growing team. We foster an engaging and collaborative environment and focus on personal growth, education, and individual development. Our welcoming and friendly work atmosphere has resulted in an inclusive, energetic, and respectful team culture. Packerland Brokerage Services has a diverse workforce, competitive benefits, and a 28-person team that enjoys its time together inside and outside of the office.
If our Administrative Coordinator role sounds like a challenge you would be interested in, we would love to meet you to discuss it in more detail.
Key Accountabilities for the role will include the following:
- Execute daily tasks to ensure prospects are on track to join Packerland's Broker-Dealer
- Maintain the databases and other information to keep Packerland's prospecting & marketing effective
- Work with other departments in the organization so representatives have a great onboarding experience
- Assist the director of recruiting in the day-to-day functions of the department
QUALIFICATIONS
Education
College degree preferred but not required in lieu of experience
Experience
A minimum of two years in an office administration role or similar experience
SKILLS
- Superior customer service skills and the ability to collaboratively work with representatives and internal team members
- Highly organized and able to create an organized and easy-to-follow system for others
- Ability to handle multiple tasks and duties simultaneously
- Independently motivated, with the ability to take on tasks and duties without immediate direction
- Excellent verbal and written communication, including speaking clearly and persuasively
- Strong knowledge of MS Office, and CRM’s
- Excellent Excel knowledge and data analysis
DETAILS & BENEFITS
Job Type
Full-time
Pay
$19.00 - $20.00 per hour
Benefits
- Simple IRA
- Simple IRA matching
- Employee assistance program
- Flexible schedule
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Professional development assistance
- Referral program
- Retirement plan
Schedule
- 8-hour shift
- Day shift
- Monday through Friday
Supplemental Pay
Bonus pay
Work Location
This is a remote position with occasional days in the home office. Must live in Wisconsin (required).
Ability to Commute
Green Bay, WI 54313: Must be able to reliably commute when needed (required)
Packerland Brokerage Services offers competitive compensation and benefits. Packerland Brokerage Services is an Equal Opportunity Employer.
If you feel you meet these requirements, please email your resume and salary requirements to jobs@packerlandbrokerage.com with the subject line Administrative Coordinator.
Brokerage Operations Principal Team Lead
POSITION OVERVIEW
Packerland Brokerage Services, a broker dealer servicing financial advisors, has added a position and is seeking a bright and talented Brokerage Operations Principal Team Lead to join our growing team. We foster an engaging and collaborative environment and focus on personal growth, education, and individual development. Our welcoming and friendly work atmosphere has resulted in an inclusive, energetic, and respectful team culture. Packerland Brokerage Services has a diverse workforce, competitive benefits, and a 28-person team that enjoys its time together inside and outside of the office.
If our Brokerage Operations Principal Team Lead role sounds like a challenge you would be interested in, we would love to meet you to discuss it in more detail.
Key Accountabilities for the role will include the following:
- Act as leader of the Brokerage Operations Team.
- Principal review of brokerage and Envestnet advisory transactions and enforcement of policy.
- Provide customer service to Packerland reps through the processing of daily brokerage transactions.
- Provide overall support to the Brokerage Operations Team.
- Keep up to date on company policy and industry rules.
- Coordinate and provide training and communications to the field and Brokerage Operations Team.
QUALIFICATIONS
Education
College degree preferred but not required in lieu of experience.
Experience
A minimum of three years in the securities industry
Licenses
Required: Series 7, 24, and 65 or 66
Preferred but not immediately required: Series 4, 53
SKILLS
- Superior customer service skills and the ability to collaboratively work with clients, representatives, and internal/external partners to resolve inquiries and issues
- Strong relationship building skills with a focus on our clients and representatives
- Ability to make quick decisions and work effectively in a time-sensitive environment
- Brokerage business experience and/or call center financial services experience
- Strong oral, written communication, and interpersonal skills
- Excellent working knowledge of regulatory (SEC, FINRA) requirements
- Strong knowledge of MS Office, DocuSign, Laser App, and relational databases
- Envestnet advisory platform knowledge
details & benefits
Job Type
Full-time
Pay
$65,000.00 - $75,000.00
Benefits
- Simple IRA
- Simple IRA matching
- Employee assistance program
- Flexible schedule
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Professional development assistance
- Referral program
- Retirement plan
Schedule
- 8-hour shift
- Day shift
- Monday through Friday
Supplemental Pay
Bonus pay
Flexible Schedule Options
Flexible schedules for staff, which include working up to 40% of the time remotely after a 60-day introductory period
Ability to Commute/Relocate
Green Bay, WI 54313: Reliably commute or plan to relocate before starting work (required)
Packerland Brokerage Services offers competitive compensation and benefits. Packerland Brokerage Services is an Equal Opportunity Employer.
If you feel you meet these requirements, please email your resume and salary requirements to jobs@packerlandbrokerage.com with the subject line Brokerage Operations Principal Team Lead.
Direct Business Principal
POSITION OVERVIEW
Packerland Brokerage Services, a broker dealer servicing financial advisors, has added a position, and is seeking a bright and talented Direct Business Principal to join our growing team. We foster an engaging and collaborative environment and focus on personal growth, education, and individual development. Our welcoming and friendly work atmosphere has resulted in an inclusive, energetic, and respectful team culture. Packerland Brokerage Services has a diverse workforce, competitive benefits, and a 28-person team that enjoys its time together inside and outside of the office.
If our Direct Business Principal role sounds like a challenge you would be interested in, we would love to meet you to discuss it in more detail.
Key Accountabilities for the role will include the following:
- Daily processing and suitability review of representative business per FINRA regulations
- Create and maintain Direct Business policy
- Training representatives, staff, and OSJs on Direct Business policy, procedures, and systems
- Must be a resource to OSJs and new representatives coming onboard to Packerland and strive to identify NIGO trends to be more efficient in suitability review
QUALIFICATIONS
Education
College degree preferred but not required in lieu of experience
Experience
A minimum of three years in the securities industry
Experience in a principal capacity preferred
Licenses
Required: Series 7
Required within 90 days of hire: Series 24 or Series 26
Preferred but not immediately required: Series, 52, 66, 4
SKILLS
- Superior customer service skills and the ability to collaboratively work with clients, representatives, and internal/external partners to resolve inquiries and issues
- Strong relationship building skills with a focus on our clients and representatives
- Ability to make quick decisions and work effectively in a time-sensitive environment
- Direct business experience and/or call center financial services experience
- Strong oral, written communication, and interpersonal skills
- Excellent working knowledge of regulatory (SEC, FINRA) requirements
- Strong knowledge of MS Office, DocuSign, Laser App, and relational databases
DETAILS & BENEFITS
Job Type
Full-time
Pay
$65,000.00 - $70,000.00
Benefits
- Simple IRA
- Simple IRA matching
- Employee assistance program
- Flexible schedule
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Professional development assistance
- Referral program
- Retirement plan
Schedule
- 8-hour shift
- Day shift
- Monday through Friday
Supplemental Pay
Bonus pay
Flexible Schedule Options
Flexible schedules for staff, which include working up to 40% of the time remotely after a 60-day introductory period
Ability to Commute/Relocate
Green Bay, WI 54313: Reliably commute or plan to relocate before starting work (required)
Packerland Brokerage Services offers competitive compensation and benefits. Packerland Brokerage Services is an Equal Opportunity Employer.
If you feel you meet these requirements, please email your resume and salary requirements to jobs@packerlandbrokerage.com with the subject line Direct Business Principal.
After working with three other Broker-Dealers, I have found Packerland to be a breath of fresh air. Their back-office support has surpassed my expectations.