About this role
Reporting to the Manager, Advisor Services, the Partner Support Specialist, Reconciliation is responsible for reconciling assets transferred in for our newly onboarding advisors and ensuring accuracy.
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Reporting to the Manager, Advisor Services, the Partner Support Specialist, Reconciliation is responsible for reconciling assets transferred in for our newly onboarding advisors and ensuring accuracy.
Install the ResuMinder extension and we'll auto-fill the application in seconds — no rewriting.