Onboarding Integrations Specialist
Onboarding Integrations Specialist
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Job Description
Onboarding & Integrations Specialist
Gladstone Wealth Partners
Palm Beach Gardens FL
About Gladstone Wealth Partners
Gladstone Wealth Partners was founded in 2012 and launched its RIA in 2015. It has expanded to now oversee more than $20 billion in total assets under management. As one of the fastest growing hybrid RIAs in the wealth management industry Gladstone is known for assisting advisors as they set up and establish their own independent advisory practice. This includes helping advisors better serve their clients run their businesses more profitably grow faster and enhance their enterprise value. Gladstone is based in Boca Raton Florida and hosts most operations functions in Bedminster NJ; and is a proud member of the Integrity Family of Companies.
Job Summary
The Onboarding & Integrations Specialist provides transition support to onboarding Financial Advisors while adhering to regulatory standards. Individuals in this role will consult with the Director of Onboarding & Integrations peers and onboarding advisors to align & execute client repapering strategies.
Primary Responsibilities:
Manage daily assignments. i.e. create new accounts and transfer requests for ongoing transitions
Review client profiles/information for completeness and accuracy
Prepare all new account paperwork with company specific software and ensure that documents are fully complete conform to processing guidelines and are accurate
Monitor and initiate action on daily notifications related to account opening process
Assist with other transition related tasks as assigned
Support the firms initiatives assist with any companywide projects or activities
Primary Skills & Requirements:
Bachelors degree or equivalent professional experience
Computer/Software literacy required must have proficiency in Microsoft Office and basic CRM
Critical thinking attention to detail and excellent organizational skills
Excellent communication and interpersonal skills
Able to adapt to changes in the work environment manage competing demands and work with frequent change delays or unexpected events
Position requires a high level of confidentiality
Ability to work in a team environment
Travel may be required to provide onsite transition support up to 50
About Integrity
Integrity is one of the nations leading independent distributors of life health and wealth insurance products. With a strong insurtech focus we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life health and wealth so they can prepare for the good days ahead.
Integrity offers you the opportunity to start a career in a familylike environment that is rewarding and cutting edge. Why Because we put our people first! At Integrity you can start a new career path at company youll love and well love you back. Were proud of the work we do and the culture weve built where we celebrate your hard work and support you daily. Joining us means being part of a hypergrowth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package including benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas Texas Integrity is committed to meeting Americans wherever they are in person over the phone or online. Integritys employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information visit .
Integrity LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race color religion sex gender identity national origin disability veteran status or any other characteristic protected by federal state or local law. In addition Integrity LLC will provide reasonable accommodations for qualified individuals with disabilities.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
