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Transfers Out and Distributions Specialist

18 Days AgoSaved
Easy Apply
Hybrid
San Francisco, CA, USA
Easy Apply
24-25 Hourly
Junior
24-25 Hourly
Junior
Fintech • Financial Services
The Transfers-Out/Distributions Specialist will assist investors with Transfers-Out, Distribution transactions and Roth Conversions, handling communication, problem resolution, and processing requests efficiently.
Top Skills: ExcelMicrosoft WordOutlook
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