Part-Time Advisor Assistant

Impact Wealth Management is a full-service wealth advisory practice comprised of a group of deeply committed professionals who deliver exceptional guidance and personalized client experience to a select group of individuals, families, and owners of closely held businesses both locally and around the country. We help clients define and pursue what matters most.

Duties and Responsibilities:

• Prepare and process to completion all forms and documents for new client account opening. This includes gathering the correct forms needed, filling in the forms, sending to the client for review and signature, submitting to supervisor for approval, processing with appropriate custodians/departments, and adhering to various regulatory requirements/document retention policies.
• Process, track, monitor, and ensure completion of all asset/money movement requests (account transfers, distributions, etc.)
• Adhere to strict compliance procedur...