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Investment Document Specialist
Perfect opportunity for those seeking financial services or experience in financial planning!
Milwaukee, WI / Wauwatosa, WI
Job Description
Type of role: Onsite in Downtown Milwaukee
Free lunch in corporate cafeteria daily!
Long-term contract to possibility to go perm in future!
The Investment Client Onboarding Associate will be part of a team responsible for generating investment account opening paperwork and transfers for financial representatives and advisors. Perfect opportunity for those seeking financial services or industry experience in financial planning.
Main Responsibilities:
• Create proposals and account opening paperwork using information provided by FR
• Enter transfer request and ACH/cash management instructions
• Monitor status of in-progress work
• Create/update materials for field status calls
This role requires 3 plus years of experience and/or a combination of education and experience.
**Should possess a bachelors and a desire to get into the financial services field.
Free lunch in corporate cafeteria daily!
Long-term contract to possibility to go perm in future!
The Investment Client Onboarding Associate will be part of a team responsible for generating investment account opening paperwork and transfers for financial representatives and advisors. Perfect opportunity for those seeking financial services or industry experience in financial planning.
Main Responsibilities:
• Create proposals and account opening paperwork using information provided by FR
• Enter transfer request and ACH/cash management instructions
• Monitor status of in-progress work
• Create/update materials for field status calls
This role requires 3 plus years of experience and/or a combination of education and experience.
**Should possess a bachelors and a desire to get into the financial services field.
Job Summary
Company
Start Date
ASAP
Employment Term and Type
Regular, Full Time
Hours per Week
40
Work Hours (i.e. shift)
1st
Salary and Benefits
$26.00-$28.00he to start!
Required Education
Associate Degree
Required Experience
1 to 4 years
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