About this role
GENERAL DESCRIPTION OF POSITION
The GTC New Business Specialist position is responsible for processing paperwork for new client accounts. This role involves extensive data entry, coordinating with contrafirms for transfer of funds, and occasional communication with business partners and clients.
ESSENTIAL DUTIES AND RESPONSIBILITIES
1. Enter all new IRA data and non-qualified account information into finance software.
2. Processes all incoming transfer, rollover, etc. paperwork for incoming