Wealth Enhancement Group · 4 hours ago
Transition Support Data Specialist (Remote Opportunity)
United States
Full-time
Remote
Entry, Mid Level
$75K/yr - $85K/yr
2+ years exp
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Responsibilities
Manage large data sets in Excel and other reporting tools, ensuring accuracy and timely updates
Develop, maintain, and deliver regular data reports and dashboards to track the progress and effectiveness of transition projects
Conduct data analysis on client accounts, assets, and key metrics to identify trends and potential issues during the transition process
Collaborate with transition managers to develop customized account transition plans that meet both client and business requirements.
Assist in the coordination and execution of account transitions by providing insights from data and flagging any potential risks
Monitor transition timelines, deliverables, and milestones, ensuring that all steps are completed on schedule
Serve as a point of contact for advisors and other team members regarding transition-related inquiries, data requests, and process clarifications
Help troubleshoot and resolve issues as they arise during account transitions, documenting and escalating as needed
Promote process improvement initiatives aimed at streamlining transition workflows and improving overall efficiency
Partner with cross-functional teams, including Supervision and Operations, to ensure alignment and seamless support for transition activities
Participate in team meetings and status updates, providing data-driven insights and recommendations to enhance the transition process
Qualification
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Required
Bachelor's Degree (or equivalent experience) in business; finance, economics or related.
2 years in Financial Services supporting corporate governance, corporate secretarial, or similar role.
Strong knowledge of corporate governance, legal, and regulatory requirements for financial institutions.
Excellent organizational skills with attention to detail.
Ability to maintain confidentiality and handle sensitive information with integrity.
Proficiency with governance and record-keeping software tools.
Superior verbal and written communication skills.
Proficient with Microsoft Office Suite or related software.
Familiarity with Salesforce and Support Org functionality.
Preferred
Familiarity with financial services industry regulations.
Experience in supporting KYC, AML, or other compliance-related processes.
Certification or membership with governance bodies such as ICSA (Institute of Chartered Secretaries and Administrators).
Benefits
Training and professional development
Medical, dental and vision coverage
401k – with match and profit sharing
Health care spending and savings accounts
Dependent care and transit spending accounts
Wellness programs and resources
Life and AD&D insurance – employer paid and voluntary options
Short-term and long-term disability – employer paid
Employee assistance plan
Accident and critical illness
Pet insurance
Identity theft
Paid Time Off
12 paid holidays each year
Paid parental leave and paid caregiver leave
Tuition reimbursement
Company
Wealth Enhancement Group
Wealth Enhancement Group offers customized financial planning and investment management services.
501-1,000 employees
Funding
Current Stage
Late StageTotal Funding
$2.51MKey Investors
Onex
2022-02-24Undisclosed· $0.74M
2022-01-12Undisclosed· $0.2M
2021-08-24Private Equity· undefined
Leadership Team
Kelly Windorski
Chief Financial Officer
Terri Kallsen
Chief Operating Officer
Recent News
2024-05-31
2024-05-04
Coverager - Insurance news and insights
2023-12-23
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