Onboarding Specialist

Remote position with approximately 65 % travel; contract‑to‑hire paying $28 – $32 per hour.

What You’ll Do

• Travel to advisor offices (approximately 65 % of the time) to deliver hands‑on onboarding training and support.
• Serve as the primary point of contact during onboarding engagements, answering operational and account‑setup questions.
• Lead training sessions for advisors and their staff on onboarding workflows and documentation requirements.
• Troubleshoot operational issues in real time and escalate complex matters when needed.
• Process new accounts, incoming transfers, direct rollovers, and account feature setups.
• Review and validate paperwork for accuracy and completeness.
• Collaborate with internal teams to ensure smooth account processing.
• Maintain accurate client records and respond to advisor inquiries on account and transfer status.

What You Bring

• Approximately 2 years of experience in financial services or a client onboarding role.
• Ability to travel 65 % of the time throughout the United States.
• Demonstrable proficiency in MS Office (Word, Excel, Outlook, PowerPoint).
• Strong attention to detail and organizational skills.
• Polished, professional presence with excellent in‑person client communication.
• High school diploma required; college degree in a related field preferred.

What’s In It For You

• Competitive contract pay.
• Paid training in Tempe, Arizona before deployment.
• Ongoing field support alongside experienced senior specialists through year‑end.
• Strong possibility of conversion to a full‑time role for high performers.
• Urgent need with multiple openings.

Pay

$28 – $32 per hour (contract rate).