Investment Document Specialist
Perfect opportunity for those seeking financial services or experience in financial planning!
Milwaukee, WI  / Wauwatosa, WI 
Posted 1 month ago
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.


Job Summary
Start Date
Employment Term and Type
Regular, Full Time
Hours per Week
Work Hours (i.e. shift)
Salary and Benefits
$26.00-$28.00he to start!
Required Education
Associate Degree
Required Experience
1 to 4 years
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