Onboarding & Integrations Specialist
| Company | Integrity |
|---|---|
| Location | Bedminster, NJ, USA, Palm Beach Gardens, FL, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- Bachelor’s 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 on-site transition support, up to 50%
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 firm’s initiatives, assist with any company-wide projects or activities
Preferred Qualifications
-
No preferred qualifications provided.