Contract Specialist
This person would be meeting with clients to fill out various vendor applications, including any required compliance forms and disclosures.
Once the applications are fully completed and signed by the advisor, they are processed for approval by our broker / dealer and must be tracked to completion, follow-up and organization is essential.
You must be detail-oriented when filling out paperwork and follow all compliance regulations. A large part of the job is communicating with clients so you must have an upbeat personality, be pleasant and well spoken.
You must be organized and keep the advisor on track with daily actions for follow-up with clients.
Contract Specialist
This person would be meeting with clients to fill out various vendor applications, including any required compliance forms and disclosures.Once the applications are fully completed and signed by the advisor, they are processed for approval by our broker/dealer and must be tracked to completion, foll...
Contract Specialist
This person would be meeting with clients to fill out various vendor applications, including any required compliance forms and disclosures.Once the applications are fully completed and signed by the advisor, they are processed for approval by our broker/dealer and must be tracked to completion, foll...
Quality Assurance Specialist
See below for important information regarding this job.Additional vacancies may be filled from this announcement....
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Buyer
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