ADVISOR SERVICES ADMINISTRATOR

Advisor Services Administrator PURPOSE Provide administrative competence to ensure professional onboarding and exits of financial advisors and be responsible for a number of general office administration functions. PRIMARY KPI's 1) Onboarding process administration 2) Sub Code applications and closing process 3) Transfer and data reconciliation process 4) Resignations process 5) General office assistance/administration ADMINISTRATIVE PROCESSES Onboarding: -Manage the Due Diligence process in li…