Wealth Advisory Onboarding Specialist (Hybrid)

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

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Disability coverage

401(k) plan with employer match

Paid parental leave

Pet benefits

Job summary

Orion Advisor Technology, LLC is seeking a Wealth Advisory Onboarding Associate in Omaha, NE to provide back-office support for wealth advisors. The role involves handling paperwork for asset transfers, DocuSign requests, and various onboarding tasks.

The position is hybrid, with three days on-site weekly, and requires a bachelor’s degree in business or finance and at least 3 years in financial services back-office work.

Qualifications

• Bachelor’s degree in Business, Finance, or related field is required.
• Minimum 3 years of back-office experience in financial services preferred.
• Ability to multi-task with careful attention to detail.

Responsibilities

• Serve as a key contact to new wealth management teams during their transition into Orion.
• Drive end-to-end client onboarding: pre-fill/review paperwork, initiate transfer requests, complete setup and final sign-off.
• Provide disbursement and account maintenance support to new wealth management teams.
• Provide training support on systems, policies, and procedures.
• Respond to servicing and operational inquiries with timely, accurate answers.
• Coordinate pre-arrival setup logistics (supplies, badges, parking passes, tech setup).
• Assist with paperwork population and status updates for new accounts and cashiering.
• Review and improve processes within Wealth Advisory.
• Provide status updates to management and assist in project work.
• Support the Wealth Advisory team as needed.

Skills

Client-Centric

Effective Communication

Innovation

Onboarding

Technical Proficiency

Time Management

Wealth Advisory Services

Work Collaboratively

Education

Bachelor’s degree in Business, Finance, or related field

Tools

DocuSign

Job description

Orion Advisor Technology, LLC is seeking a Wealth Advisory Onboarding Associate in Omaha, NE to provide back-office support for wealth advisors. The role involves handling paperwork for asset transfers, DocuSign requests, and various onboarding tasks.

The position is hybrid, with three days on-site weekly, and requires a bachelor’s degree in business or finance and at least 3 years in financial services back-office work.