Offer summary
Qualifications:
Minimum 1 year of experience in investment or financial background or financial processing position, Located in EST timezone for remote work.
Key responsabilities:
- Process financial planning, new business, and client data/information
- Reconcile and communicate pending issues for Financial Planning NIGOs
- Coordinate credit card payment processing for financial planning new business
- Oversee transaction processing, field compensation, and inquiries about Financial Planning