Operations & Onboarding Specialist

Apex Wealth; Danvers (MA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Equal opportunity employer

Job summary

Apex Wealth is seeking an Operations Support professional in Danvers, MA to join our small team. You will focus on client onboarding, gathering documents, coordinating transfers, and keeping clients informed throughout the process.

We value motivation, attention to detail, and the ability to work across operations and administration. This is a training-first role with room to grow as you learn systems and processes.

Qualifications

• Motivated to learn a real profession.
• Willing to wear multiple hats; varies weekly.
• Meticulous attention to detail to avoid delays.
• Comfortable on the phone with clients, patient with retirees.
• Organized to keep many tasks moving at once.
• Clear written and verbal communication; explain paperwork clearly.
• Comfortable with computers and quick to learn new software.
• Discreet with confidentiality.
• Coachable; take direction and ask questions.

Responsibilities

• Support onboarding calls and guide clients through the initial steps.
• Assist with gathering client information and completing new account and policy applications.
• Coordinate asset transfers and funding from start to finish.
• Keep clients informed about application status and follow up with providers.
• Prepare files for client review meetings and maintain CRM records.
• Provide general administrative support and calendar management for the team.
• Mail welcome kits and help clients set up online access.
• Schedule client meetings and coordinate communications.

Skills

Motivated

Attention to detail

Communication skills

Organizational skills

Phone skills

Discretion

Coachable

Job description

Apex Wealth is seeking an Operations Support professional in Danvers, MA to join our small team. You will focus on client onboarding, gathering documents, coordinating transfers, and keeping clients informed throughout the process.

We value motivation, attention to detail, and the ability to work across operations and administration. This is a training-first role with room to grow as you learn systems and processes.