Description: Description: Will start with indexing and assisting with processing brokerage paperwork. Will need to learn specific requirements for Pershing, Fidelity, and National. This is a very details oriented role. Will be assisting with opening new ...
25 days ago
Description: Description: Will start with indexing and assisting with processing brokerage paperwork. Will be assisting with opening new accounts, 401k adjustments, updating licensing, beneficiaries, investment, and retirement accounts.Will move into a ...
25 days ago