Offer summary
Qualifications:
Proficiency with DocuSign is essential, Experience with Excel, including V-lookups, Strong organizational skills, Background in wealth management or financial services is a plus, Relevant degrees and professional credentials encouraged.
Key responsabilities:
- Utilize DocuSign for document management
- Maintain communication with clients for smooth transitions
- Collaborate to develop and finalize service agreements
- Engage in internal meetings and support training initiatives