Assists in preparing and maintaining operations procedure documentation.
October 08, 2022
Performs administrative duties such as answering telephones, mailing, filing, and processing forms.
January 05, 2023
Works with Portfolio Managers to coordinate the transfer of cash between portfolios.
January 21, 2023
Offer to selected candidate is contingent on signing a non-disclosure agreement for proprietary information, trade secrets, and inventions.
February 04, 2023
Reviewing all client billing history for billing discrepancies and using judgment to determine if current fee contracts are appropriate.
February 07, 2023
Complete new account forms, subscription documents and onboarding of new investments.
February 12, 2023
Develop and maintain productive working relationships with external service providers to independently resolve operational issues in a timely and constructive manner.
February 27, 2023
Responds to Financial Consultant compliance inquiries and escalated issues.
April 09, 2023
Takes initiative to broaden skills through additional responsibilities and challenging assignments.
May 19, 2023