Hybrid Wealth Advisory Onboarding Specialist

orionadvisor; Nebraska; Hybrid; USD 32,000 - 47,000; Full time

Benefits offered by this job

Health insurance on day one

401(k) plan with employer match

Paid parental leave

Pet benefits including pawternity and宠

Student loan repayment

And more benefits

Job summary

Orion Wealth Advisory is seeking a Wealth Advisory Onboarding Associate to support advisor transitions, handling paperwork, transfers, and training on systems. This hybrid role requires on-site presence three days per week at an Orion office and candidates should live within commuting distance.

We value independence, collaboration, and a strong client-service mindset as you help streamline onboarding and service delivery across Wealth Advisory teams.

Qualifications

• Minimum of a Bachelor's degree in Business, Finance, or related field.
• Minimum 3 years of back-office experience preferred within the financial services industry.
• Owns and manages relationships with stakeholders directly and work effectively with people at all levels.

Responsibilities

• Serve as a key point of contact to new wealth management teams throughout their transition and integration into Orion
• Drive the end-to-end client onboarding process to include pre-fill and review new account paperwork, initiates and submits new account and account transfer requests, completes post account setup requirements
• Provide disbursement and account maintenance client servicing support to new wealth management teams throughout their transition
• Provide direct training support on certain systems, policies, and procedures
• Research and responds to daily servicing, operational, and wealth management related inquiries
• Coordinate pre-arrival setup logistics (supplies, badges, parking passes, etc.)
• Provide back-office and administrative support to the Wealth Advisory team by assisting with paperwork and statuses
• Review and work to improve current processes and procedures
• Provide status updates to management and assist in project work

Skills

Client-Centric

Effective Communication

Innovation

Onboarding

Technical Proficiency

Time Management

Wealth Advisory Services

Work Collaboratively

Education

Bachelor's degree in Business/Finance

Job description

Orion Wealth Advisory is seeking a Wealth Advisory Onboarding Associate to support advisor transitions, handling paperwork, transfers, and training on systems. This hybrid role requires on-site presence three days per week at an Orion office and candidates should live within commuting distance.

We value independence, collaboration, and a strong client-service mindset as you help streamline onboarding and service delivery across Wealth Advisory teams.