What are the responsibilities and job description for the Account Transfers Consultant position at Madison-Davis, LLC?
Rate : $35 / hour
Onsite 7 days per month
- Monitor, interpret and enforce security trading regulations; review, maintain and administer firm's asset transfer policies; identify and act on risk and regulatory exposure issues.
- Review account activity to ensure compliance with company and regulatory policies;
- Data entry / input;
- General administrative / clerical duties (filing, printing, faxing, copying, mailings, and box records for storage)
- Answer multi-line dept. phones, take messages, direct calls; and
- Any other duties as assigned by management.
Salary : $35