Offer summary
Qualifications:
Experience in administration and busy office settings, Diligent approach with an eye for detail, Proficient in IT and Microsoft Office, Strong communication skills across various levels, Financial Services experience preferred but not required.
Key responsabilities:
- Assist Transition Manager with new adviser applications
- Collateral, scan paperwork and manage documentation
- Coordinate with providers to complete new business terms
- Track transfer of client data and client fees
- Provide updates to new advisers on progress