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JOB OVERVIEW:
The Integrations Service Administrator reports to the Integration Team lead and works closely with Partnering Advisor(s) and servicing staff to deliver the best client experience for existing and new clients during the transition period. This position works in conjunction with the Advisor Enablement and Integrations Team, Integration Specialists, and our custodians to deliver servicing support and processing of existing and new business for the Partnering firm and may back-up the Partner’s servicing staff as needed.
This is a full-time, Non-Exempt position, that requires in-office work in Folsom, CA. The annual base salary for for this role is between $65k and $80k, and is based on the candidates expierence. In addition, this position is also eligible for an annual merit increase and a target bonus, which will be based on their performance and the companies.
RESPONSIBILITIES AND DUTIES:
QUALIFICATIONS:
Full Time
Investment Management
$69k-89k (estimate)
05/21/2024
07/20/2024
allworthfinancial.com
NAPA, CA
100 - 200
1993
Private
$10M - $50M
Investment Management
Allworth Financial is an investment financial advisory firm that offers investment management, retirement and estate planning services for businesses.