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Full-Time Opportunity: This is a permanent, full-time position with a competitive package and real career growth potential.
Job Description
What You Will Do
- Assist with all aspects of the onboarding relationship for new advisors and branches including:
- Branch user set up and coordination of access
- Training for the new branch on paperwork and processes – potentially onsite
- New account set up, client updates and non-financial transactions
- Set up/updates of fee groups, systematic plans, transfers, fee processing etc.
- Follow up on all outstanding transfers within SLA
- Respond in a timely manner to all inquiries and with a high level of service
- Review all documentation to ensure in good order prior to processing through dealer back-office system or forwarding to fund company
- Work with advisors/branches to obtain pending documentation follow-up
- Manage daily maintenance requirements of existing advisors to support regional initiatives including:
- Movement of books ...