Field Shared Services Wealth Operations Senior Specialist

This role requires creating investment proposals, generating new account paperwork, and entering transfer requests with high accuracy. The incumbent will play an important role in delivering services for investment client on-boarding and experienced producer asset transfer.

Requirements

• Bachelor's degree in business, finance or related field
• Minimum of three years of financial services experience
• FINRA Series 7
• Effective written and verbal communication skills
• Strong analytical skills, problem solving, attention to detail and accuracy
• Proven ability to make sound judgments and decisions

Benefits

• Paid Time Off
• 401k Matching
• Retirement Plan
• Visa Sponsorship
• Four Day Work Week
• Generous Parental Leave
• Tuition Reimbursement
• Relocation Assistance