Onboarding Consultant - EXPORT, PA

**Please send a link or attachment of your portfolio to info@ytswealth.com**

Our office environment can be described as modern, family-oriented, positive, and welcoming. The ideal candidate for this position will be a hard working individual who wants to grow with this company. This position will report to the Director of Integration and Training, who specializes in Mergers & Acquisitions. All job duties are pertinent to Mergers & Acquisitions activity. Moderate-Frequent travel in and out of state is required and can fluctuate at any time. Accepted candidate will forego a 30-day training period before full benefits are effective; Posted salary is effective immediately upon date of hire.

‍Tasks for this position will include:
· Scanning, emailing, faxing
· Data Entry
· Use of Microsoft Excel and Salesforce
· Providing training & resources to new M&A employees
· Moderate-frequent travel to new office locations for development
· Close follow of M&A legal agreements
· Being a point of contact on M&A projects
· Tasks as assigned

Skills to succeed in this role include:
· Must be able to multi-task
· Flexibility regarding schedule
· Excellent communication
· Efficient time management to meet deadlines
· Intrinsic motivation
· Maintain professionalism and a positive attitude
· Work well with others
· Quick problem-solving

‍Experience includes:
· Working with data entry, numbers, sensitive and confidential information
· Directly working in the financial services industry
· Experience working with our Broker Dealer, LPL Financial
· Education in finance, having financial certifications, and/or securities licenses
· Benefits Effective Upon Hire
· 12 Full paid holidays (if falling during Mon-Fri)
· Flexible scheduling for personal/miscellaneous appointments (do not go against PTO)
· Fully reimbursed travel expenses
· Medical - Dental - Vision - HRA
· Benefits (Effective upon initial training period)
· 10 days of Paid Time Off
· 401(k) dollar for dollar match up to 4%
· 12 weeks of full-pay Maternity Leave
· Frequent team outings/floating holidays with pay

‍Observed Holiday's with Full Pay:
‍· New Year's Day
· President's Day
· Good Friday
· Memorial Day
· Juneteenth
· Independence Day
· Labor Day
· Thanksgiving Day
· Day after Thanksgiving
· Christmas Eve
· Christmas Day
· New Year's Eve

‍Job Type: Full-time

‍Pay: $40,000.00 - $45,000.00 per year

‍Benefits:
‍· 401(k) 4% Match
· 401(k) matching
· Dental insurance
· Health insurance
· Paid time off
· Vision insurance

‍Schedule: Monday to Friday

‍Education: Bachelor's (Required)

Experience: 2 years

‍Ability to Relocate: Export, PA 15632: Relocate before starting work (Required)

‍Work Location: In person