Account Support Associate

Assist with New Accounts creation and Money Movement to support Financial Advisors.

Job Responsibilities:

• Assist new advisors in onboarding their books of business
• Provide virtual and in-person support with account opening and money movement
• Communicate with Advisors on outstanding tasks

Skills/Education:

• 1+ year of experience within the finance or operations sector a plus
• Experience Microsoft Office Suite and Outlook
• Strong attention to detail
• Ability to multi-task and work as a part of a team