Gregory Amadi

Candidate Information

Email: [email protected]

Phone: 404.849.7406

Salary Expectation: $40K - $60K

Skills: 🔹 Key Skills and Tools Brokerage and financial operations support New Account Openings (including IRA, Retirement, Retail, and Brokerage) Account Unlocking, Resets, ACH Requests, Fund Transfers Document Verification and E-document Processing Deceased Account Processing, Account Maintenance Tools & Platforms: Salesforce, Docupace, Envestnet (MAA), eQuipt, Wealthscape, Adviceworks, OneView, SAP, RedTail, NetX 360, Docusign, Advisor 360, Unio, Microsoft Teams 🔹 Relevant Experience Provided direct support to advisors and clients via phone and online systems, resolving service-related inquiries and completing account service tasks such as unlocking/resetting accounts, processing ACH requests, and managing document workflows. Opened and maintained brokerage, retirement, and retail accounts by verifying documents, processing fund transfers, and ensuring regulatory accuracy. Supported advisor onboarding and book-of-business transitions to new wealth management platforms, ensuring all account transfers and documentation were executed smoothly. Assisted with internal teams such as New Accounts, Money Desk, Treasury, and Deceased Account Processing to complete back-office operations. Reviewed documentation for completion and accuracy; communicated NIGO (Not In Good Order) issues to advisors and ensured timely resolution. Worked closely with e-document platforms to digitize onboarding, KYC, and compliance workflows. Participated in platform development/testing (e.g., eQuipt, Wealth Management Platform) to enhance efficiency in advisor operations. Trained new hires and contributed to team onboarding through procedural knowledge and internal tool expertise. 🔹 Soft Skills Excellent conflict resolution and interpersonal communication High attention to detail and documentation accuracy Strong team collaboration and initiative in process improvements Dependable, organized, and tech-savvy with a service-focused mindset

Current Location: Marietta, GA

Willing to Relocate?:

Relevant Experience: 8

Work Authorization: US

Highlights: 🔹 Relevant Experience
Provided front-line support to financial advisors and clients by handling service requests such as account unlocking, resets, ACH requests, and e-document processing for brokerage and retirement accounts.

Managed new account openings and account maintenance processes, including document verification, account transfers, and processing funding instructions.

Operated within multiple financial systems including Salesforce, Docupace, eQuipt, Wealthscape, Envestnet, Adviceworks, and NetX 360 to manage client data, account workflows, and advisor communications.

Supported advisor onboarding by transitioning books of business and ensuring data accuracy across platforms like OneView and Client Central.

Handled deceased client account processing and collaborated with internal desks (Money Desk, Treasury) to ensure proper back-office execution.

Reviewed documents for completeness, flagged and resolved NIGOs, and maintained compliance standards using platforms such as Advisor 360 and Docusign.

Assisted in software testing and implementation efforts to streamline account creation and improve operational workflows.

Collaborated across departments and participated in internal training for onboarding newly hired employees.

Resume: View Resume

Cover Letter: View Cover Letter