A successful and rapidly growing RIA firm is seeking to hire a New Business Specialist for their office in Maitland, FL. This individual will be part of the operations team, supporting financial advisors and their clients.

This person would be responsible for the following:

-Help onboard all new clients from account opening and incoming transfer to initial portfolio.
-Prep Cases prior to client meetings
-Check all paperwork as needed including signatures, Initials and dates.
-Review and submit new account applications and transfer forms
-Update weekly incoming transfer and completed new business reports.
-Work as liaison between advisor and client