Account Opening Specialist
About the role
Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are: Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team. Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team. Teamwork. We subordinate our egos to work together for the benefit of our clients. Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations. Summary Of The Position The Center of Excellence, Account Opening Specialist plays a pivotal role in supporting our advisor teams and clients by facilitating all aspects of account opening requests. This position serves as the subject matter expert on processing and policies related to new account requirements for our firm and custodians. The role of the Account Opening Specialist will be measured in terms of on-time completion of New Account openings, minimization of re-work (i.e., NIGO instances), adherence and compliance