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Associate account

Associate Staffing
Fort Mill, SC Full Time
POSTED ON 12/13/2024
AVAILABLE BEFORE 2/19/2025

Job Responsibilities :

  • Assist new advisors in onboarding their books of business
  • Provide virtual and in-person support with account opening and money movement
  • Communicate with Advisors on outstanding tasks

Skills / Education :

  • 1 year of experience within the finance or operations sector a plus
  • Experience Microsoft Office Suite and Outlook
  • Strong attention to detail
  • Ability to multi-task and work as a part of a team

    • Last updated : 2024-11-19

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