Transition Support Data Specialist

Job Summary

A company is looking for a Transition Support Data Specialist to provide exceptional support for the onboarding and transition of client accounts for newly acquired advisory firms.

Key Responsibilities

• Manage large data sets and deliver regular reports to track transition project progress
• Collaborate with transition managers to develop and execute customized account transition plans
• Serve as a point of contact for transition-related inquiries and promote process improvement initiatives

Required Qualifications and Education

• Bachelor's Degree in business, finance, economics, or related field
• 2 years of experience in Financial Services supporting corporate governance or similar roles
• Strong knowledge of corporate governance, legal, and regulatory requirements for financial institutions
• Proficiency with governance and record-keeping software tools
• Familiarity with financial services industry regulations preferred