Performs tasks for advisors and members in a timely manner tasks may include but are not limited to: Move Money requests, check processing, check transfer requests, death distribution requests, periodic distributions, check processing, account opening and closing, funds liquidation, RMD requests, QCD distributions, trade management, scheduling appointments, communications to third parties, voicemail, and inbox management. Bachelor's degree in business, finance or related field from an accredited institution (education will be verified) OR accepted into an accredited business program at a university or accredited educational institution with expected graduation 18 months or less from start date of employment.