Repapering Specialist

Yoh has a contract opportunity for a Repapering Specialist
role with our client located in Fort Mill, SC.

* 6 months (with the possibility of full-time hire)

* Pay Rate: $18.00 - $21.00/hr

* Onsite

Roles & Responsibilities:

• Repapering Support - Provide repapering support to aid new advisors in moving their book of business to LPL Financial.
• Repapering support will be provided virtually and will include opening accounts, cash management and transfer paperwork.
• SmartSheet Tracking - Leverage this tool to communicate back and forth with advisors on items that are complete, in process and/or Not In Good Order.

Qualifications:

• New hires will be trained on all repapering functions to be set up for success, however, 1-2 years of experience in New Accounts or Operations a plus
• Experience supporting advisors in various lines of business (wirehouse, regional, independent, RIA, institutions and retirement plans) a plus
• Experience with Outlook, Word, Excel required
• Experience with SmartSheet and BOX a plus
• Strong attention to detail
• Proactive, critical thinker who can work with little direction once given a project
• Multi-tasker in a fast-paced environment
• Ability to work as part of a team and completely independent

If This Sound Like You, Apply Now!
Recruiter: Casie Griffin
Yoh makes finding and applying for jobs simple. Partner with Yoh to find the right opportunities across multiple industries in the US and UK. Find out more here!
Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer, M/F/D/V.
unity Employer, M/F/D/V.
Estimated Min Rate: $18.00
Estimated Max Rate: $21.00

Note: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply.

Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Visit https://www.yoh.com/applicants-with-disabilities

to contact us if you are an individual with a disability and require accommodation in the application process.

For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment.