Investment Advisor(Registered)Bookmark This
Will be assisting with contract related reviews and administration. Will need to have a solid understanding of the language that would go in contracts Will need contract creating/writing experience. Adding in disclosure statements and would need to learn which ones to use as they go through the process. Working with vendor contracts and working with the sourcing group to facilitate contract review along with working with the different Lines of Business.
Will need to have great analytical ability and have excellent attention to detail. Basic knowledge of business law and have the ability to transfer contract information from a current one to a new one. Candidates with a law degree and those with previous financial services experience +
Experience with Registered Investment Advisor preferred.
Ability to work with sales teams and outside vendors
Proficiency in Word and Excel
Hours will be 8-5pm M-F
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