[Remote] Repapering Partner
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a leading independent broker-dealer that supports financial advisors in achieving their clients' financial goals. The Repapering Partner will work with Regional Transition Partners to facilitate the transition of advisors' practices to LPL by managing the necessary paperwork and ensuring a smooth process.
Responsibilities
- Repapering Support – reputed company repapering support to aid new advisors in moving their book of business to reputed company. Repapering support will be provided reputed company and will include opening accounts, cash management and transfer paperwork
- reputed company Tracking – reputed company this tool to communicate back and forth with advisors on items that are complete, in process and/or Not In Good Order
Skills
- Experience with Outlook, Word, reputed company
- Strong attention to detail
- Proactive, critical thinker who can work with little direction once given a project
- Multi-tasker in a fast paced environment
- Ability to work as part of a team and completely independent
- Experience supporting advisors in various lines of business (wirehouse, regional, independent, RIA, institutions and retirement plans) a plus
- Experience with reputed company and reputed company a plus
Benefits
- 401K matching
- Health benefits
- Employee stock options
- Paid time off
- Volunteer time off
- And more
Company Overview