What are the responsibilities and job description for the Financial Services Transition Coordinator position at Jobot?
Company Overview:
We are a registered investment advisor that offers tailored solutions to independent advisors by providing oversight, technology, and compliance support. Our firm is dedicated to making a positive impact on the lives of others.
Job Description:
The Repapering Specialist will collaborate with the Director of Transitions to assist advisors in transitioning their practice to our firm. This role involves working closely with the transition team to ensure a seamless transfer of accounts from other firms to ours. Key responsibilities include:
Required Skills and Qualifications:
Proficiency in Salesforce, Outlook, and Excel is essential for this role. Additionally, experience with LPL Financial, Charles Schwab, or Fidelity paperwork is required. Strong attention to detail, proactive critical thinking, ability to multitask in a fast-paced environment, and capability of working both independently and as part of a team are core competencies for this position.
Benefits:
We recognize the importance of supporting our employees' professional growth and personal well-being. As a result, we offer a competitive salary, opportunity for career advancement, a collaborative culture focused on retention and growth, premium health, dental, and vision insurance, 401(k) with company match, and flexible hybrid working environment.
We are a registered investment advisor that offers tailored solutions to independent advisors by providing oversight, technology, and compliance support. Our firm is dedicated to making a positive impact on the lives of others.
Job Description:
The Repapering Specialist will collaborate with the Director of Transitions to assist advisors in transitioning their practice to our firm. This role involves working closely with the transition team to ensure a seamless transfer of accounts from other firms to ours. Key responsibilities include:
- New Account Opening
- Account Transfers (ACAT)
- Reviewing Notifications and Outstanding Items
- Processing Move Money Paperwork
Required Skills and Qualifications:
Proficiency in Salesforce, Outlook, and Excel is essential for this role. Additionally, experience with LPL Financial, Charles Schwab, or Fidelity paperwork is required. Strong attention to detail, proactive critical thinking, ability to multitask in a fast-paced environment, and capability of working both independently and as part of a team are core competencies for this position.
Benefits:
We recognize the importance of supporting our employees' professional growth and personal well-being. As a result, we offer a competitive salary, opportunity for career advancement, a collaborative culture focused on retention and growth, premium health, dental, and vision insurance, 401(k) with company match, and flexible hybrid working environment.
