Complete new account forms, subscription documents and onboarding of new investments.
February 27, 2020
Works with Portfolio Managers to coordinate the transfer of cash between portfolios.
March 03, 2020
Demonstrates great tenacity to achieve results and skillfully overcome obstacles.
July 28, 2020
Offer to selected candidate is contingent on signing a non-disclosure agreement for proprietary information, trade secrets, and inventions.
July 30, 2020
Takes initiative to broaden skills through additional responsibilities and challenging assignments.
August 05, 2020
Reviewing all client billing history for billing discrepancies and using judgment to determine if current fee contracts are appropriate.
September 12, 2020
Responds to Financial Consultant compliance inquiries and escalated issues.
September 15, 2020
Assists in preparing and maintaining operations procedure documentation.
September 22, 2020
Develop and maintain productive working relationships with external service providers to independently resolve operational issues in a timely and constructive manner.
October 10, 2020
Performs administrative duties such as answering telephones, mailing, filing, and processing forms.
October 13, 2020