About this role
Advisor Transition Specialist at Hilltop Holdings. Location: Dallas, Texas, United States. Role: coordinating transitions, managing Salesforce, preparing paperwork Requirements: High school diploma or equivalent with 1–2 years office/administrative experience; SIE or Series 99 a plus or willingness to obtain; MS Office (Word, Excel), Salesforce, DocuSign experience; strong communication and customer-service skills; able to work overtime and weekends as needed. Category: Finance and Accounting Seniority: Entry Level Tools: Salesforce, DocuSign, Microsoft Word, Microsoft Excel Certifications: sie, series 99 Commitment: Full Time Workplace: Onsite Languages: English