New Account Onboarding & Transitions Specialist

NewEdge Capital Group

New Orleans (LA)

On-site

USD 52,000 - 75,000

Full time

21 hours ago

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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.