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Advisory Transition Coordinator
1 week ago
We are seeking a highly organized and detail-oriented individual to manage Business Initiation kits and stationery needs for new advisors.
Key responsibilities include tracking activities created by proactive conversations with new advisors in Salesforce and overseeing the MFD to ID process.
The successful candidate will have strong problem-solving skills and be able to manage multiple priorities simultaneously.
This role offers a unique opportunity to develop your skills in financial services and make a meaningful contribution to our business development organization.
