The Company
A prominent fortune 500 financial services firm with a nationwide network of independent financial advisors. This company offers an extensive selection of investment products and services to individuals, businesses, and institutions, with a strong emphasis on utilizing innovation and technology to cultivate client relationships.
What You Will Be Doing
- Approve new account documentation submitted by advisors.
- Perform general maintenance on accounts as required.
- Ensure compliance with internal processes and regulatory requirements.
- Follow set procedures and guidelines for document review and account maintenance.
Qualifications
- Solid working knowledge of Microsoft Office products.
- Strong attention to detail.
- Ability to follow specific instructions.
- Excellent organizational skills and ability to manage multiple tasks.
Equal Opportunity Employer
Associate Staffing is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status under applicable law. We are committed to creating a diverse and inclusive work environment and welcome applicants from all backgrounds to apply for open positions with our company.