Associate Financial Advisor - Santa Monica, CA
), Box, DocuSign, GSuite, and more. Joins client meetings and takes notes, making sure all follow-up tasks are completed...
), Box, DocuSign, GSuite, and more. Joins client meetings and takes notes, making sure all follow-up tasks are completed...
, review and follow-up in DocuSign. For any account closing, collect customer information, review and follow-up in Appian...) to support bankers. Digital Transformation Must use and support all digital tools including DocuSign, Veridas, Wire transfers...
Acknowledgement of all policies through DocuSign as assigned Additional training may be required dependent upon experience...
that deadlines are met. Proficiency in Microsoft Office suite (Word, Excel, PowerPoint, and Outlook), Adobe Acrobat Pro, DocuSign...
Acknowledgement of all policies through DocuSign as assigned Additional training may be required dependent upon experience...
in a fast-paced environment Technical Skills · Proficient in Microsoft Excel, Outlook, and Word · Experience with DocuSign...
;Coordinates execution of agreements (including via Docusign);Organizes and maintains copies and accurate records or executed...
offers are sent via DocuSign following a verbal offer—not through text or email. This job description is not a contract...
. At least 2 years of direct experience with CLM platforms, Agiloft preferred (e.g., Icertis, DocuSign CLM, Coupa, Conga...
Looking For: 5+ years paralegal or related experience Paralegal certificate or training Proficiency in Microsoft Office, DocuSign...