, you will support advisors and clients by reviewing a variety of investment transactions—including new account openings, subsequent... to ensure regulatory and policy compliance Support advisors and clients by identifying and resolving potential compliance...
by serving as a Subject Matter Expert for E*TRADE from *** Wealth Management Clients, Financial Advisors, Client Service... company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT...
Daily processing of compensation sharing arrangements (or setups) for New Advisors and ongoing maintenance Support... for You? We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh’s network of client...
onsite. As an Administrative Assistant, you will: Job Summary Provide administrative support to various advisors... executives and/or financial advisors in complex environment, preferably in financial services, private sector or government...
to providing superior service to the Firm's clients, attorneys, advisors and staff, and maintaining an atmosphere of teamwork...'s Business Enterprise National Council (WBENC). Operating from our headquarters in Washington, DC, we provide trusted staffing...