Top Tech Jobs & Startup Jobs

Process and verify agent contracting paperwork, submit via carrier portals, support agents via phone/email/in person, create service requests, assist with new business processing, cross-train and support special projects.

Lead full-cycle recruiting: source, pre-screen, interview, assess, and select candidates; maintain recruiting metrics and job board presence; support team recruiting functions and stay current on industry trends.

Process and support money movement and operational requests (distributions, wires, ACH, transfers, trade orders), liaise with advisors, clients, and custodians, resolve operational issues, and collaborate on process improvements to ensure timely, accurate service.

Provide front-desk and administrative support including answering calls, scheduling appointments and meetings, maintaining client records, processing contracts and licensing documents, assisting agents with submissions and onboarding, mailing marketing materials, and ensuring timely, accurate document turnaround and customer service.

Provides administrative support to C-suite leaders, managing calendars, greeting visitors, handling calls, data entry, preparing documents and meeting materials, ordering supplies, maintaining records, and supporting daily office operations while protecting confidentiality.

Build and maintain advisor relationships through onboarding and ongoing engagement. Track contacts in a database, coordinate calls/webinars and travel, assist onsite events, and provide administrative support to sales executives while learning company products and competitive landscape.

Coordinate and execute advisor and employee communications, email campaigns, webinars, and marketing assets. Manage content gathering, production schedules, marketing platforms (email/FM G, webinar tools), audience lists, and reporting. Support events, promotional fulfillment, internal meeting logistics, and continuous process improvements while partnering with business leaders and Wealth Marketing to deliver timely, brand-aligned communications.

Provide office support by receiving, reviewing, entering, filing, and managing contracts, licenses, and related documents in PAS and online systems. Verify data accuracy, contact customers to resolve issues, maintain records, respond to status inquiries, and complete assigned projects under the Contract & Licensing Manager.

Process and verify agent contracting paperwork, submit documents through carrier portals, resolve contracting issues, and provide phone/email/in-person support to agents. Assist with new business processing, cross-training, and training new hires; handle service requests and special projects as assigned.

Create visually compelling digital content for social media and marketing: develop concepts, prepare and review finished art, produce graphics, images, animations and video, collaborate with internal teams and external agencies, and meet project deadlines to boost brand engagement and awareness.