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Wealth Management Administrator
A company is looking for a Wealth Management Administrator - Remote. Key Responsibilities Manage the end-to-end process of opening new client accounts with the custodian Facilitate and monitor the transfer of funds in and out of client accounts Address and resolve any issues related to client accounts promptly and effectively Qualifications Demonstrated ability to learn quickly on your own Strong attention to detail in administrative tasks Ability to work effectively with a team An interest in financial services Enthusiasm for administrative work
A company is looking for a Wealth Management Administrator - Remote.
Key Responsibilities
Manage the end-to-end process of opening new client accounts with the custodian
Facilitate and monitor the transfer of funds in and out of client accounts
Address and resolve any issues related to client accounts promptly and effectively
Qualifications
Demonstrated ability to learn quickly on your own
Strong attention to detail in administrative tasks
Ability to work effectively with a team
An interest in financial services
Enthusiasm for administrative work