Sr Account Administration Associate (LA, New Orleans)
NewEdge Advisors
Sr Account Administration Associate (LA, New Orleans) NewEdge Advisors (NEA) is looking for a highly skilled service-minded associate with a positive attitude who enjoys problem-solving and meeting the needs of our advisor base. They will report directly to the Manager – Account Administration. The position of Sr Account Administration Associate is a dynamic role with a diversified number of daily tasks. The primary responsibilities of this job includes the review and approval of our various RIA specific documents through our case management system. This individual will also be responsible for reviewing investment advisory agreements, completing account updates, tracking transitioning teams’ accounts, and providing timely resolutions via email or telephone. This individual will work closely with multiple business departments including Advisory Billing, Operations, and Data Management to reply to inquiries related to account administration, account agreements and complete ad hoc projects related to the onboarding of new accounts. The ideal candidate will have direct experience with new accounts processing at a registered investment advisor and/or FINRA member broker-dealer. Experience using the Quantum and Orion technology platforms and applications custom to Fidelity, Goldman Sachs, Raymond James, Charles Schwab, and/or LPL Clearing is highly preferred. Location: The position will be in New Orleans, LA. Remote applications may be considered. Responsibilities Review and approve new accounts and investment advisory agreements Serve as a primary point of contact for advisory client account processing-related inquiries Work closely with the Operations Manager on projects, paperwork escalations, approvals & exceptions Review and update existing account changes and requests in Quantum Provide Quantum training to advisors on operational related items such as, general account navigation, new account status, operational reports & queries, missing agreements and IGO/NIGO account status, etc Serve as backup for the Operations training calls outlining account onboarding & operations procedures for teams joining NewEdge Advisors Develop rapport with our individual advisor offices by providing exceptional service to advisors, staff and NEA colleagues Work on interdepartmental projects as needed Skills & Qualifications Bachelor’s degree in Finance, Economics or other business-related field or equivalent professional experience. FINRA S6, S7, S24, S63, S66, or S99 a plus. 3-5 years of securities industry experience within organizations providing investment advisory or financial technology services. New accounts processing at a registered investment advisory firm or FINRA member broker-dealer. Experience with quantum, nexus, softek or orion is preferred. Experience working for a financial advisor or in a multi-custodial environment with Fidelity, Goldman Sachs, Raymond James, Charles Schwab, and/or LPL Clearing preferred. Skill in operating various database and software programs (i.e., Microsoft Office, Quantum, Orion, Salesforce. etc.). Ability to communicate professionally in writing or verbally with co-workers, advisors, and other business units as required. Ability to organize, prioritize, and handle multiple tasks within established timeframes. Ability to clearly and concisely explain complex information. Ability to pay close attention to detail and meet or exceed deadlines. Ability to communicate and project a positive, professional attitude with co-workers, customers, and various business contacts in person and over the telephone. Ability to continually stay updated with new information. Ability to be at work on a regular and predictable basis. #J-18808-Ljbffr NewEdge Advisors
$19 per hour
...Office Clerk - New Orleans LA New Orleans LA 3PL - New Orleans, LA 70129 Overview Salary Range $19.00 - $19.00 Hourly Position Type Full... ...of 2 years of experience in customer service or office administrative tasks. Outstanding communication and interpersonal skills to...SuggestedHourly payFull timeWork at officeTemco Logistics
New Orleans, LA3 days ago- ...Job Description: Title: Senior Account Associate - Commercial Lines Work Mode: Remote... ...About the Role: Provide administrative and customer service support to the account... ...and Agent of Record letters. ~ New and Renewal Business Support: Conduct...SeniorContract workRemote work
Insurance Office of America
New Orleans, LA4 days ago - ...Job Description: Title: Senior Account Associate - Commercial Lines Work Mode: Remote... ...About the Role: Provide administrative and customer service support to the account... ...and Agent of Record letters. ~ New and Renewal Business Support: Conduct...SeniorContract workRemote work
Insurance Office of America
Metairie, LA5 days ago - ...financial information to the school’s administration, stakeholders and families. The Accounting Systems Associate works closely with the Chief... ...documentation is on file for new vendors such as W‑9 and COI if... ...finest high schools in New Orleans. Learn more at St. George’s...SuggestedFull timeSummer workWork at officeImmediate startMonday to FridayNight shift
- WhyNOMA? The New Orleans Museum of Art (NOMA) is one of the premier cultural institutions... ...lifelong learning. JOB SUMMARY: The Accounting Associate - Accounts Payable is responsible for... ...point of contact for petty cash administration and departmental cash bank requests....SuggestedFor contractorsWork at officeNight shift
$158.95k - $220k
...Build our future together: The Rare Neurology Medical Account Specialist (MS) engages Neurology specialists and key stakeholders... ...When & where: ~ Field Based ~ Location: New Orleans (Metro), LA Discover your role: Engage Rare Neurology...Local area$15 - $18.75 per hour
...guidance, and compassion while helping advance the mission of the LA/SPCA. If you’re a strong communicator who enjoys problem-... ...terminology is a plus Work Environment In-person role based in New Orleans Fast-paced setting with a high volume of calls Exposure to animals...Work at office- ...Location: Corporate Office in Metairie, LA Job Id: 417 # of Openings: 1 Role As an Account Resolution Associate, you will build relationships with members, offering personalized solutions and identifying opportunities to help them achieve financial success. You will interview...Contract workLocal area
Onpath-Credit-Union
Metairie, LA4 days ago $136.4k - $170.5k
...Transportation Principal Project ManagerNew Orleans, LA, United StatesFind out how well you... ...client relationships, and developing new business as you oversee the successful... ...marquee transportation projects.**Role accountabilities:*** Lead and manage transformative transportation...SeniorFull timePart timeWork at officeRemote work- ...Sr. Relationship Manager - Global Commercial Banking/Middle Market (New Orleans, LA) New Orleans, Louisiana To proceed with your application... ..., capital markets and accounting acumen. Financial... ...negotiating with a team of bank associates to solve client problems....SeniorWork experience placementWork at officeLocal areaShift workDay shift
Bank of America
New Orleans, LA5 days ago - ...Before becoming an agent, I was working in a restaurant in New Orleans, but I always knew I wanted to run my own business. Once I started... ...big results, you’ll thrive here. ROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Terrill Talamo - State...Full timePart timeWork at officeLocal area
$29 per hour
Universal Banker/Teller – To $29/hr – New Orleans, LA – Job # 3430b Who We Are The Symicor Group is a boutique talent acquisition firm... ...centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers...Hourly payWork at officeShift work- ...Description Accounting Associate Location: US remote Who we are Medicine moves too slow. At Velsera... ...flow report Act as a reviewer and administrator of employee expenses Fulfill information... ...administration and reconciliation Enter new customers in the accounting system...Local areaRemote work
GrabJobs
Harahan, LA2 days ago - ...Accounting Associate Under the direct supervision of the Bursar, the Accounting Associate provides customer service for students, parents, faculty and staff, both in person and via telephone. Analyzes student accounts, processes all tuition and private loan payments and...Work at office
Loyola University New Orleans
New Orleans, LA5 hours ago $18.25 - $22.81 per hour
...Account Resolution Associate The hourly range for this position is $18.25 to $22.81 based on skills and experience. This position is classified as On‑site. Role As a dedicated member of the OnPath FCU team, this role performs a variety of tasks that in partnership with...Hourly payLocal areaOnPath Federal Credit Union
Metairie, LA4 days ago$18.25 - $22.81 per hour
...credit union while establishing WIN‑WIN solutions, building relationships, and providing excellent member service. The Account Resolution Associate will interview members to learn reasons for overdrawn shares and seek resolutions. The Account Resolution Associate will...Hourly payLocal areaOnPath Credit Union
Metairie, LA3 days ago- ...level commensurate with experience. The Account Specialist is responsible for maximizing... ...with approved labels, developing new business, expanding current business, maximizing... ...HCIR credentialing requirements and for any associated liability for failing to do so. AbbVie...Remote jobFull timeTemporary workPrivate practiceLocal areaNight shift
- ...Camp Office Administrator The Camp Office Administrator is an essential member of the leadership team, supporting the Camp Director... ...finalize end-of-season reporting, organize records, reconcile accounts, and close out administrative systems. They also provide feedback...Work at office
Kidcam Camp Programs
New Orleans, LA1 day ago $9 per hour
Job Summary The Sales Associate is responsible for providing quality customer service and driving product sales. The Sales Associate... ...promoting the merchandise in stores. Location: HB: 01694 New Orleans (Algiers), LA Hourly: $9.00 - $9.00 Responsibilities Produce and give...Hourly payPart time- Advantage Capital Agribusiness Partners, LC in New Orleans, LA is seeking a Senior Accountant to join our growing accounting team. You will ensure GAAP-based financial reporting, maintain documentation, and support close processes with accuracy and timeliness. The ideal...Senior
- ...unexpected and realize their dreams.We are located in Harahan, LA and help customers with their insurance and financial services... ...insurance Retirement planning ROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Barcley Steib - State Farm...Relocation packageFlexible hours
- Sales Associate New Orleans, LA S12690 Work Where You Matter At Dollar General, our mission is Serving Others! We value each and every one of our employees. Whether you are looking to launch a new career in one of our many convenient Store locations, Distribution Centers...Work experience placementSeasonal work
$140k - $200k
Senior Software Engineer, Core Experiences - New Orleans, LA, USA New Orleans, LA, USA Mission Speechify is the easiest way to listen to the world’s information. Articles on the web, documents in the cloud, books on your phone. We absorb it all and let you listen to it...SeniorRemote work- We are seeking a temporary Senior Accountant to step in and support core accounting operations, with a strong focus on owning the month‑end... ...immediate impact. This is a hybrid position based in NewOrleans,LA requiring onsite work 2‑3 days per week. Apply if you are looking...SeniorTemporary workImmediate start2 days per week3 days per week
$1,500 per month
...assisting guests when registering them into the hotel and settling accounts upon check-out. Works closely with related departments to... ...machine and copier machine. GAMING PERMIT: N/A About Us Caesars New Orleans Casino & Hotel earned recognition as a City Business "Best...Part timeShift workCaesars Entertainment
New Orleans, LA2 days ago- ...locations New Orleans - New Orleans Region - Louisiana time type Full time posted on Posted... ...special requests. Maintains guest accounts, insuring all charges are properly posted... ...transport, storage, preparation, dispensing, administration, cleaning and/or disposal of...Full timeWork experience placementLocal areaImmediate start
Ochsner
New Orleans, LA5 hours ago - Ellenco Estágios e Treinamentos is seeking a temporary Senior Accountant to own the month-end close, manage cash, and oversee invoicing and grant billing in a hybrid role based in New Orleans, LA. The ideal candidate will have strong accounting principles knowledge, experience...SeniorTemporary work
$58.44k
...Bachelor's degree required. May consider applicants with an associate degree plus 4 years’ experience in lieu of bachelor’s degree.... ...General Job Information Title: Personal Financial Counselor; New Orleans, LA Grade: 24 Work Experience - Required: Financial Counseling...Contract workTemporary workWork experience placementWork at office- A federal support organization in New Orleans seeks an experienced Executive Administrative Assistant to provide comprehensive support to the Executive Director and manage various administrative operations. The role includes coordinating meetings, managing calendars, and...SeniorFull timeWork at officeRemote work
- Front Desk Administrator - New Orleans, Louisiana New Orleans, United States | Posted on 04/30/2026 Summary: The Workforce Group a LEMOINE company, is currently seeking organized, solution‑focused individuals to serve as Front Desk Administrators in support of our Emergency...Seasonal workWork at officeLocal areaNight shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Sr Account Administration Associate (LA, New Orleans). Be the first to apply!
- accounting analyst associate New Orleans, LA
- accounts payable coordinator New Orleans, LA
- account coordinator New Orleans, LA
- senior accounting associate New Orleans, LA
- client account associate New Orleans, LA
- remote bookkeeper part time New Orleans, LA
- gl accountant New Orleans, LA
- virtual bookkeeper no experience New Orleans, LA
- bookkeeper accountant New Orleans, LA
- work from home bookkeeper no experience New Orleans, LA