Advisor Transition Specialist — Onboarding & Operations

Atlas Search; Parsippany-Troy Hills (NJ); On-site; USD 65,000 - 85,000; Full time

Job summary

Atlas Search in Parsippany, NJ is seeking an Advisor Transition Associate to support onboarding and transition of advisor teams and firms. You will assist the Transition Operations Manager with custodial tasks, paperwork data input, and asset transfers.

The role emphasizes accuracy, communication with internal teams and external partners, and maintaining compliant documentation while coordinating with compliance, legal, IT, and client services teams.

Qualifications

• Experience in financial services is preferred.
• Strong data-entry and organizational skills.
• Effective communication with internal teams and external partners.

Responsibilities

• Assist in managing the end-to-end transition process for advisor teams and firms.
• Handle day-to-day account transfers, client data migration, and paperwork.
• Generate and issue Investment Advisory Agreements and other contracts.

Job description

Atlas Search in Parsippany, NJ is seeking an Advisor Transition Associate to support onboarding and transition of advisor teams and firms. You will assist the Transition Operations Manager with custodial tasks, paperwork data input, and asset transfers.

The role emphasizes accuracy, communication with internal teams and external partners, and maintaining compliant documentation while coordinating with compliance, legal, IT, and client services teams.