Remote Onboarding Specialist - Financial Services

Apex Systems; Fort Mill (SC); Remote; USD 23,419 - 26,174; Part time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Employee Stock Purchase Program

Job summary

A financial services staffing agency is seeking an Onboarding Specialist to work 100% remotely. The selected candidate will need strong customer service and communication skills, experience in the financial services industry, and proficiency with Smartsheet and Excel. Responsibilities include engaging with advisors, managing onboarding materials, and conducting daily reporting. A range of supplemental benefits is offered, ensuring a supportive environment for employees.

Qualifications

• Experience in the financial services industry is required.
• Ability to manage multiple projects and prioritize tasks.
• Excellent written and verbal communication skills.

Responsibilities

• Engage with advisors via phone and email for status updates.
• Organize spreadsheets and track documentation.
• Conduct daily activity reporting using Smartsheet and Excel.

Skills

Customer service skills

Communication skills

Detail-oriented

Proficiency with Smartsheet

Proficiency with Excel

Tools

Salesforce

Job description

A financial services staffing agency is seeking an Onboarding Specialist to work 100% remotely. The selected candidate will need strong customer service and communication skills, experience in the financial services industry, and proficiency with Smartsheet and Excel. Responsibilities include engaging with advisors, managing onboarding materials, and conducting daily reporting. A range of supplemental benefits is offered, ensuring a supportive environment for employees.