Wealth Advisory Onboarding & Transitions Specialist

Orion; Nebraska; Hybrid; USD 32,000 - 47,000; Full time

Job summary

Orion seeks a Wealth Advisory Onboarding Associate to provide back-office support for wealth advisors, handling paperwork, DocuSign requests, and administrative projects. The role requires independent work and collaboration within the Wealth Advisory team in a hybrid setup with three or more days on-site.

Candidates should have a Bachelor’s degree in Business or Finance and at least 3 years of back-office experience in financial services. Location is commutable to an Orion office.

Qualifications

• Bachelor’s degree in Business, Finance, or related field.
• 3+ years of back-office experience in financial services.

Responsibilities

• Drive end-to-end client onboarding for wealth management teams.
• Pre-fill and review new account paperwork and asset transfers.
• Provide back-office support and respond to inquiries in a timely manner.
• Assist with system training and process improvements.
• Coordinate pre-arrival logistics and onboarding setup.
• Provide status updates to management and assist with 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

Orion seeks a Wealth Advisory Onboarding Associate to provide back-office support for wealth advisors, handling paperwork, DocuSign requests, and administrative projects. The role requires independent work and collaboration within the Wealth Advisory team in a hybrid setup with three or more days on-site.

Candidates should have a Bachelor’s degree in Business or Finance and at least 3 years of back-office experience in financial services. Location is commutable to an Orion office.