| Type: | Full Time |
|---|
Responsible for the overall maintenance and daily processing associated with a large number of self-directed accounts within ERISA plans. Must be able to present or discuss information in one-on-one situations with Brokers, Investment Advisors, Attorney's and Doctors. Must have the ability to handle a very high volume of emails and phone calls from internal departments and external clients, in addition to managing multiple task efficiently and simultaneously. Relationships, resourcefulnes and self-sufficient work with legal documents such as, limited partnerships and private placements. Clients are high net-worth employee's of our Professional PlanWorks products with complex, high risk and sensitive accounts. Work closely in all Allegiant regions, Legal Department and Trust Operations to provide high quality service.
For details, please find job posting:
www.investmentbankcareer.com/iba....php
For details, please find job posting:
www.investmentbankcareer.com/iba....php
