We are seeking a full time and qualified candidate for our Distributions Department. This is a full-time position and is available immediately.
Person will be based in our Winter Park, Florida office – this is NOT a work from home
Processing distribution and loan requests
Experience in this area is a must – working with various recordkeepers processing distributions is required
a detail oriented person to insure proper quality control
External communication with clients, recordkeepers, and financial advisors
Need creative team member who can suggest improvements in processes
Candidates must be
self-motivated, extremely organized, a self-starter, and willing to take ownership to enhance procedures
Salary is based on experience
We are a growing firm, and we treat each client with care and respect. If you're looking to take
added responsibility in a growing, dynamic, fun and hard-working firm, this is a true Career Opportunity. We offer competitive salary and excellent benefits.