Wealth Advisory Onboarding Specialist (Hybrid)

Orion; Omaha (NE); Hybrid; USD 32.000 - 47.000; Vollzeit

Benefits dieser Stelle

Health insurance

401(k) plan with employer match

Paid parental leave

Pet benefits including pawternity and宠

Student loan repayment

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Attention to detail

Multi-tasking

Effective communication

Teamwork

Time management

Ausbildung

Bachelor's degree in Business or Finance

Tools

DocuSign

Office productivity tools

Jobbeschreibung

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.