• Relationship Manager (409a/NQ)

    Ascensus (Raleigh, NC)
    …and field inquiries + Directs Trust Administrators with the processing of stock and mutual fund trades, wire transfers, checks, plan sub accounting, and various ... + Reviews agreements and prepare internal documentation to assure proper administration + Meets periodically with contacts, ensure timeliness of client deliverables,… more
    Ascensus (11/20/24)
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