Requisition ID: 149233
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Purpose of Job
The Investment Specialist Administrator (ISA) will be responsible for working with an Investment Specialist(s) in support of their development of new wealth management business relationships in target markets.
In support of investment sales and client acquisition, the ISA will be responsible for the required documentation and communication processes, ensuring timely support to the assigned Investment Specialist(s) and their respective customers.
The ISA will be a critical resource in supporting the growth and servicing of the Investment Specialist’s client base.
Key Job Accountabilities
1. Operations
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