Senior Electrical Engineering Leader — Strategy & Projects

• Establish on demand and periodic contributions/distributions

New Account Opening and Maintenance

• Account maintenance:
• Restriction removal
• Advisory account updates
• Adding POA, TPAI, and other associated persons
• Trust updates
• Online access account linking/de-linking
• Document verification

General Services

• Send mail to clients: forms, account documents, (can be sent via FedEx, or USPS if you provide branded envelopes for us – all mail must return to your practice)
• Send secure emails to clients
• Prepare and send e-sign (DocuSign) documents
• Client Forms preparation
• Prepare reports and meeting materials
• Servicing and support for existing annuity contracts
• Estate processing/Death claims - document processing, new account opening, executor/bene contact, asset movement, closing of estate
• Document verification
• Client contact/follow up at the Financial Advisor’s discretion
• Trading and trade related activities:
• Initial client contact for prospects and data gathering for new clients
• Review and respond to daily Action Items (example: preview missed distributions)
• Receive mail from clients (all mail, especially checks, must be returned to practice)
• General office administrative tasks (i.e. ordering office supplies, booking client meetings)

Incentives

• Work from Home when needed
• PTO Flexibility
• Career Development, Designations and Conferences