Integration Specialist

About Us: At YTS Wealth Management, we pride ourselves on fostering a modern, family-oriented, and positive workplace. We are seeking a dedicated individual who is eager to grow with our organization.

Position Overview: The selected candidate will report directly to the Vice President of Integration, who specializes in Mergers & Acquisitions and training methodologies. This role may require minimal to moderate travel for new office development and to assist in training new personnel from acquisitions. Candidates should be adaptable to schedule changes with a minimum of one week's notice.

Key Responsibilities:

• Performing tasks such as scanning, emailing, and faxing
• Data entry and management
• Utilizing Microsoft Office Suite and Redtail CRM
• Providing training and resources to newly acquired employees
• Traveling to new office locations for development as needed
• Assisting in the creation and execution of Integration Plans
• Acting as a point of contact for M&A projects
• Completing additional tasks as assigned

Essential Skills:

• Ability to manage multiple tasks effectively
• Flexibility in scheduling
• Strong communication skills
• Efficient time management to meet deadlines
• Self-motivation and initiative
• Professionalism and a positive demeanor
• Team collaboration
• Quick and effective problem-solving abilities

Compensation: The starting salary for this position ranges from $40,000 to $50,000 annually, depending on experience. Candidates should have:

• Experience with data entry and handling sensitive information
• A background in the financial services sector
• Experience with our Broker Dealer, LPL Financial
• Relevant education in finance, financial certifications, or securities licenses

Incentives: There is a bonus opportunity available for each completed Merger/Acquisition, which varies based on involvement and performance, with potential bonuses starting at $5,000 annually.

Benefits:

• 12 fully paid holidays (if they fall on weekdays)
• Flexible scheduling for personal appointments (not deducted from PTO)
• Reimbursement for travel expenses

Post-Training Benefits:

• 10 days of Paid Time Off
• 401(k) with a dollar-for-dollar match up to 4%
• 12 weeks of fully paid Maternity Leave
• Frequent team outings and floating holidays with pay
• Comprehensive medical, dental, vision, HRA, and life insurance

Observed Holidays:

• 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

Requirements: Candidates must successfully pass a drug test, state background check, and federal fingerprinting. Those unable to meet these requirements are not encouraged to apply.