Director of Operations
A successful financial services firm with offices in Bryan and Defiance, OH is seeking to add a Director of Operations to their team. This individual will work closely with the CEO to manage new business and client service paperwork, train and supervise support staff, and implement processes and workflows. The ideal candidate will possess excellent…
Read MoreLicensing Coordinator
A rapidly growing FMO/IMO company in the Fort Lauderdale, FL area is looking for a licensing coordinator to join their team. This individual will perform a wide variety of administrative duties to support the licensing and contracting of financial advisors who join the company. Job Responsibilities Coordinate with recruiting department to obtain all necessary required…
Read MoreClient Service Representative
One of the fastest growing national RIA firms in the country is seeking a Client Service Representative for their office in the Fort Lauderdale area. Job Responsibilities: Maintain existing client relationships by resolving client inquiries and keeping key information up to date. Work as a representative for day-to-day back-office operations needs. Coordinate with the Trading…
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