Wealth Advisory Onboarding and Transition Analyst

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

About This Job Opportunity:

As a Wealth Advisory Onboarding Associate you will provide back-office support to financial advisors on behalf of Wealth Advisory. Specific duties will include, but not be limited to, the completion of paperwork to facilitate the transfer of assets, sending DocuSign requests to obtain authorized signatures, and completing administrative projects in support of the Wealth Advisory team. The Onboarding Associate will need to work independently while supporting members of the Wealth Advisory team. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.

It is anticipated that an incumbent in this role will work as a Hybrid employee , with three (3) or more days each week required on-site at one of the listed office locations.

Candidates should be located within a commutable distance to an office. Internal candidates currently aligned to an Orion office location may be given preference; however, internal candidates with varying work arrangements may be considered based on experience and business needs. Work location is subject to change based on business needs.

Essential Functions of the Job

• 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 but not limited to; pre-fill and review new account paperwork, initiates and submits new account and account transfer requests, completes post account setup requirements, conducts a thorough final sign-off to ensure timely and accurate results
• 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 to ensure timely, accurate and detailed responses are provided
• Coordinate pre-arrival setup logistics to include but not limited to; order/confirm office supplies and marketing materials are stocked and current; check scanners and time stamps are available, order business and announcement cards, entry badges and parking passes are prepared, office and technology setup is complete, etc.
• Provide back-office and administrative support to the Wealth Advisory team by assisting with paperwork population and providing statuses of new account and cashiering items
• Review and work to improve current processes and procedures of the Wealth Advisory team
• Provide feedback to the team for continued improvements
• Provide status updates to management as required
• Assist in project work as needed

We're looking for talent who:

• Ability to multi-task while maintaining careful attention to detail
• Ability to work effectively both individually and within a team environment
• Ability to work with a sense of urgency to meet deadlines and address competing priorities
• Minimum of a Bachelor's degree in Business, Finance, or related field
• Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization
• Minimum 3 years of back-office experience preferred within the financial services industry.

#LI-AP1

#LI-Onsite

#LI-Hybrid

Recommended Skills:

• Client-Centric, Effective Communication, Innovation, Onboarding, Technical Proficiency, Time Management, Wealth Advisory Services, Work Collaboratively

Salary Range:

$23.57 - $34.20 The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience.

In addition, Orion offers a competitive benefits package which includes

• health, dental, vision, and disability coverage on day one
• 401(k) plan with employer match
• paid parental leave
• pet benefits including pawternity leave and pet insurance
• student loan repayment
• and more.

About Us

At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA-we innovate always , push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.