What the posting requires
- Required
- Account enrollments
- Self-Directed Brokerage
- Client accounts
- Legal documentation
- Distributions
- Plan conversions
- Multiple platforms
- Transfers
- Maintenance
- Preferred
- NetX 360
- Microsoft Office
- Pershing
- Industry knowledge
- Communication
- Attention to detail
These tags are our reading of the posting. They can miss something; the original posting is the reference.