Execute an efficient, effective, and service-first experience to TAN Advisors and clients. This work includes daily operational tasks to support TAN Advisory Teams. Work with Advisors and their Operations staff to develop efficient and compliant operations processes for paperwork submission and ongoing service of managed accounts and financial plans. Develop and keep strong relationships with key internal and external partners in support Advisory Teams.
Operations Specialist must have strong attention to detail and time management skills and the ability to gather facts, data, and documentation to independently make decisions on the efficacy and compliance associated with certain managed account and financial planning activities.
The Operations Specialist will serve as primary point of contact for TAN Advisory Teams and must show excellent communication skills, both written and verbal.
Qualified candidate should desire a fast-paced environment and exhibit flexibility and innov...