, PowerPoint, Dynamics 365, and Teams Familiarity with Fidelity, Schwab, Smart Asset, and TDA platforms preferred Desired...
. Prepare custodial (Fidelity and Charles Schwab) paperwork for new accounts and ongoing account servicing with training...
. Prepare custodial (Fidelity and Charles Schwab) paperwork for new accounts and ongoing account servicing with training...
with strong momentum and opportunity ahead. Before becoming a State Farm agent, I worked at Charles Schwab, bringing a financial...
in client service for a wealth management firm. Previous experience working on Fidelity or Schwab platforms Excellent...
working on Fidelity or Schwab platforms (preferred) Excellent knowledge of the securities industry’s rules & regulations...
. FINRA S6 or S7 and S63/S65 or 66 Previous experience working on Fidelity or Schwab platforms (preferred) Excellent...
fee billing processed through Orion across Charles Schwab, Fidelity, and TIAA-CREF custodial platforms, as well... Billing Production: Own the full quarterly advisory billing cycle in Orion for all advisor books custodied at Schwab, Fidelity...
Fidelity and Schwab investment platforms. Competencies Tech-forward thinking with an aptitude and desire to leverage...
paperwork for clients (Charles Schwab, Separately Managed Account, Private Investments, Inspira). Manage and resolve routine... Office products, including Word, Excel, PowerPoint, Outlook, Adobe, DocuSign, MoneyLink and Schwab platforms...