Investment Proposal & Implementation Specialist

ADP, Inc.

Sequoia Financial Group seeks an Implementation & Proposal Analyst in Dublin, OH. Hybrid work arrangement with responsibilities spanning proposal development and asset transition coordination. The role focuses on translating advisor input into compliant, strategy-based proposals and ensuring accurate execution through onboarding. The candidate should have 5+ years in financial services, strong communication skills, and proficiency with Excel and PowerPoint. #J-18808-Ljbffr ADP, Inc.

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Vacancy posted 4 days ago

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