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Apollon Wealth Management, LLC

Wealth Transition Operations Specialist

Apollon Wealth Management, LLC, Mount Pleasant, Arkansas, United States, 72561

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A financial services firm is seeking a Transition Support Associate in Mount Pleasant, Arkansas. The role involves managing high-volume client onboarding paperwork, conducting data reconciliation, and providing administrative support throughout the transition process. Candidates should have a Bachelor's degree, relevant experience in financial services, and strong Excel skills. This position requires meticulous attention to detail and the ability to handle sensitive data while collaborating with various teams to ensure a smooth onboarding experience. #J-18808-Ljbffr