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Orionadvisor

Wealth Advisory Onboarding and Transition Analyst

Greater Omaha Areahybridmid$49K – $71K

Posted 1w ago · via Workday

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About this role

About This Job Opportunity: As a Wealth Advisory Onboarding Associate you will provide back-office support to financial advisors on behalf of Wealth Advisory. Specific duties will include, but not be limited to, the completion of paperwork to facilitate the transfer of assets, sending DocuSign requests to obtain authorized signatures, and completing administrative projects in support of the Wealth Advisory team. The Onboarding Associate will need to work independently while supporting members of the Wealth Advisory team. As we continue to evolve and live our Orion values, we are looking for someone to grow with us. It is anticipated that an incumbent in this role will work as a Hybrid employee , with three (3) or more days each week required on-site at one of the listed office locations.…

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reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: teams

2

Level fit

This role is mid-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Greater Omaha Area. We weight your proximity and willingness to relocate.

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