Remote Jobs
Partner Success Document Control Specialist
6 days agoWhat's your preference?
Job Description
- Req#: 4806892008
Employer Industry: Financial Services
Why consider this job opportunity:
- Competitive benefits package including company-paid life and disability insurance
- Opportunity for career advancement and growth within the organization
- Work remotely from a professional home office environment
- Generous paid time off program and 14 company-paid holidays
- Paid parental leave and adoption assistance reimbursement program
- 401(k) retirement plan with company match
What to Expect (Job Responsibilities):
- Create and prepare wealth management agreements and related documents for clients of acquired firms
- Distribute agreements to clients, both electronically and via hard copy
- Monitor and track the return of executed agreements
- Follow up regularly with non-responsive clients
- Archive executed agreements and update relevant fields in the CRM system
What is Required (Qualifications):
- Minimum of 3-5 years of professional services experience, preferably in financial services
- Superior skills in Microsoft Word and Excel
- Excellent organizational skills and ability to manage multiple projects
- High attention to detail and commitment to data accuracy
- Client-centric approach and experience working with busy professionals
How to Stand Out (Preferred Qualifications):
- Experience in a demanding environment with high-level professionals
- Ability to work independently as a self-starter
#FinancialServices #RemoteWork #CareerGrowth #CompetitiveBenefits #ClientSuccess
We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately.
We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.About the company
The best remote jobs for you
Notice
Talentify is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
Talentify provides reasonable accommodations to qualified applicants with disabilities, including disabled veterans. Request assistance at accessibility@talentify.io or 407-000-0000.
Federal law requires every new hire to complete Form I-9 and present proof of identity and U.S. work eligibility.
An Automated Employment Decision Tool (AEDT) will score your job-related skills and responses. Bias-audit & data-use details: www.talentify.io/bias-audit-report. NYC applicants may request an alternative process or accommodation at aedt@talentify.io or 407-000-0000.