New Account Analyst (LA, New Orleans)

NewEdge Capital Group; New Orleans (LA); On-site; USD 52,000 - 75,000; Full time

Job summary

NewEdge Advisors, the RIA affiliate of NewEdge Capital Group, seeks a detail-oriented New Account Opening/Repapering Analyst to manage paperwork and account openings across multiple custodians and sponsors. You will support onboarding for advisor teams, assist with data intake, document delivery, and opening transitions, and collaborate with back-office staff to ensure timely processing.

The role emphasizes accuracy, regulatory compliance, and proactive client/advisor communication, with

Qualifications

• Bachelor’s degree in a related field preferred.
• Proficient with Word, Excel, and Outlook.
• Ability to manage multiple tasks accurately and on time.
• Strong written and verbal communication skills.
• Ability to work independently or in a team.
• Detail-oriented with strong organizational skills.
• Experience with custodial platforms is a plus.

Responsibilities

• Transitions & onboarding: support the onboarding of new advisor teams’ accounts to NewEdge Advisors.
• Account opening & processing: assist with data intake, form population, document delivery, and new account opening during transitions.
• Travel onsite as needed to support paperwork distribution, account opening, and transfer submissions.
• Review and establish new accounts per policies; perform data entry and transfer processing.
• Respond to client and advisor requests promptly and accurately.
• Ensure compliance and proper documentation with custodians and internal policies.

Skills

MS Word/Excel/Outlook

Adaptability

Fast learner

Multitasking

Time management

Written & verbal comms

Team player

Dependable

Education

Bachelor’s degree in related field

Tools

Fidelity (IWS)

Schwab

Raymond James

LPL Financial

Goldman Sachs

Quantum

Orion

Salesforce

Job description

We’re seeking a detail-oriented New Account Opening/Repapering Analyst to serve as the paperwork and account opening specialist for NewEdge Advisors, the RIA affiliate of NewEdge Capital Group. This role supports account opening and transitions for accounts held at Fidelity (IWS), Schwab, Raymond James, LPL Financial, & Goldman Sachs as well as accounts held directly at various fund sponsors, ensuring accounts are opened, maintained, and processed efficiently and in accordance with regulatory standards and internal policies.

Duties/Responsibilities:

• Transitions & Onboarding:
  • Support the transition process with onboarding of new financial advisor teams’ accounts to NewEdge Advisors.
  • Assist with data intake and entry, form population, document delivery to clients, and new account opening during transitions.
  • Travel onsite as needed to support paperwork distribution, account opening, and transfer submission.
• Account Opening & Processing:
  • Understand and apply the new account workflow for generating client paperwork.
  • Review and establish new accounts in accordance with policies and procedures.
  • Perform back-office functions such as data entry and transfer processing.
• Respond to client and advisor requests promptly and accurately.
• Provide guidance and intervention when needed, working collaboratively with associates, advisors, managers, and end-clients.
• Compliance & Documentation:
  • Liaise with back-office staff and custodians to ensure accurate, compliant account documentation and delivery of firm and advisor compliance documents.
  • Maintain appreciation for and adherence to applicable rules and regulations.

Required Skills/Abilities:

• Fundamental knowledge of Microsoft applications including Word, Excel, and Outlook.
• Ability to adapt to an ever-changing work environment and operational processes.
• Ability to quickly develop the skills or knowledge needed to support a new product or procedure.
• Ability to manage multiple tasks simultaneously while maintaining quality and accuracy.
• Ability to perform assigned functions within established timeframes.
• Excellent written, verbal, interpersonal, and organizational skills.
• Ability to work independently or as part of a team, with strong time management.
• Dependable, professional, and advisor-focused.
• Bachelor’s degree in a related field preferred, or an equivalent combination of education and work experience.

Preferred Skills:

• Experience with Fidelity (IWS), Schwab, Raymond James, LPL Financial, & Goldman Sachs or similar custodial platforms.
• Familiarity with Quantum, Orion, Salesforce, or custodial platforms a plus.
• Prior experience in RIA or Broker Dealer operations or Sales Support setting.
• Passion for process improvement and cross-team collaboration.