Wealth Advisory Onboarding and Transition Analyst

Orion; Omaha (NE); Hybrid; USD 32,000 - 47,000; Full time

Benefits offered by this job

Health insurance

401(k) plan with employer match

Paid parental leave

Pet benefits including pawternity and宠

Student loan repayment

Job summary

Orion in the Greater Omaha Area is seeking a Wealth Advisory Onboarding Associate to support investment teams during transitions. The role entails end-to-end onboarding, paperwork management, and transfer requests, with hybrid on-site collaboration three or more days weekly.

A focus on accuracy and timely delivery is essential. You will coordinate setup logistics, provide training on systems, and help improve processes while supporting multiple stakeholders across levels.

Qualifications

• Bachelor's degree in Business, Finance, or related field.
• 3+ years of back-office experience preferred in financial services.
• Hybrid work arrangement with on-site days required.

Responsibilities

• Drive end-to-end onboarding: pre-fill/review account paperwork and initiate transfers.
• Provide disbursement and account maintenance support to onboarding teams.
• Offer training on systems, policies, and procedures.
• Respond to servicing and inquiries to ensure timely, accurate responses.
• Coordinate pre-arrival setup: supplies, badges, parking, and tech readiness.
• Support paperwork population and track statuses of items.
• Review/improve onboarding processes; provide status updates to management.
• Assist in project work as needed.

Skills

Attention to detail

Multi-tasking

Effective communication

Teamwork

Time management

Education

Bachelor's degree in Business or Finance

Tools

DocuSign

Office productivity tools

Job description

Wealth Advisory Onboarding and Transition Analyst### Wealth Advisory Onboarding and Transition AnalystApply: Hybrid: Greater Omaha Area: Full time: Posted 2 Days Ago: R2919**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 - $34.20The 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.