Job Description

Job Description:

As an Account Documentation Specialist, you will be responsible for the approval and review of account documents received from advisors. Your role will involve performing a set amount of tasks daily using several applications, ensuring all procedures and guidelines are strictly followed.

Key Responsibilities:

  • Approval of new account documentation.
  • Conduct general maintenance of accounts.
  • Ensure compliance with company policies and regulatory requirements.
  • Maintain accurate and detailed records of all account documentation.
  • Communicate effectively with advisors to resolve any discrepancies or issues.

Minimum Education Required:

  • Bachelor's degree preferred.

Software/Systems Skills Required/Preferred:

  • Solid working knowledge of Microsoft products (e.g., Word, Excel, Outlook).

Required Skills:

  • Strong attention to detail.
  • Ability to follow specific instructions accurately.
  • Excellent organizational skills.
  • Good communication skills, both written and verbal.
  • Ability to work independently and as part of a team.
  • Strong analytical skills.

Preferred Skills:

  • Experience in a similar role within the financial services industry.
  • Knowledge of account management processes and documentation standards.
  • Familiarity with compliance and regulatory requirements related to account management.


This role is critical in ensuring the accuracy and compliance of account documentation, contributing to the overall efficiency and effectiveness of our operations. If you are meticulous, process-oriented, and have a knack for managing account documentation, we encourage you to apply.


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Fort Mill, SC

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