to Close (Transaction Management) • DocuSign • ZipForms • Google Workspace (Gmail, Calendar, etc.) • Slack (Team Communication...
Stack (Experience a Bonus, Not Required) • Follow Up Boss (CRM) • Open to Close (Transaction Management) • DocuSign...
contract works and docusign Ability to handle knowledge of sensitive information without disclosure Work in compliance...), virtual meeting platforms, and administrative systems such as contract management tools and DocuSign. Education & experience...
and Visio. Experience with other software such as DocuSign, Adobe Acrobat, and Zoom. Familiarity with business intelligence...
events, and provide excellent customer service to attendees. Utilize Salesforce and DocuSign to generate and send event...
Acknowledgement of all policies through DocuSign as assigned Additional training may be required dependent upon experience...
, and brokerage accounts Prepare application bundles via DocuSign for advisors and clients Act as liaison between advisor...
in Microsoft Word, Excel, PowerPoint, and Outlook Knowledge of DocuSign and/or database systems a plus Learning Objectives...
Updating documentation Creating reports Completing contracts with clinical sites via Docusign or as needed. Conducts regular...
Acknowledgement of all policies through DocuSign as assigned Additional training may be required dependent upon experience...