Onboarding Specialist - Financial Services

Job#: 3029010

Job Description:

Onboarding Specialist

Location: 100% Remote

Employment Type: Contract

Duration: 6+ months

Hourly Rate: $17‑$19/hr

Role Overview

We are seeking an Onboarding Specialist for a financial services client. The ideal candidate will have an understanding of the financial services industry and a willingness to operate in a dynamic, customer-driven environment. Attention to detail is paramount, and strong customer service and communication skills are essential for this role.

Key Responsibilities

• Engage with advisors professionally via phone and email, ensuring responsiveness and providing status updates on processes.
• Manage and process materials by organizing spreadsheets, files, and internal systems to track items such as designation verification, education credentials, and award documentation.
• Conduct daily and real‑time reporting of activities using Smartsheet, Excel, Salesforce, and other internal systems.
• Provide administrative support as required.

Required Qualifications

• Experience in the financial services industry with an understanding of brokerage and advisory services.
• Proficiency with Smartsheet and Excel; ability to consolidate information from multiple sources.
• Familiarity with Salesforce is beneficial.

Preferred Qualifications

• Demonstrated client interaction and customer service skills.
• Ability to handle multiple projects simultaneously and prioritize tasks effectively.
• Capacity to work independently while seeking assistance when necessary.
• Excellent verbal and written communication skills.
• Flexibility to learn quickly and adapt to changing tasks.

Compensation & Benefits

A range of supplemental benefits is available, including medical, dental, vision, life, and disability insurance plans. Additional benefits include an Employee Stock Purchase Program, a 401(k) plan, a Health Savings Account, an Employee Assistance Program, corporate discounts, and professional development resources such as on‑demand training and access to certification preparation.

We are an equal opportunity employer and welcome applications from all qualified candidates regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.