MOHR Talent
14 hours ago Be among the first 25 applicants
Austin, TX | Onsite | $58,000/year
We’re looking for an organized and helpful Austin, TX | Onsite | $58,000/year
We’re looking for an organized and helpful
Financial Onboarding Specialist
to join our team. You’ll be the main contact for new advisors joining our firm, helping make their transition smooth and easy.
If you enjoy working with people, handling details, and being part of a fast-moving team, this could be the perfect role for you.
Key Responsibilities
Process new accounts, transfers, rollovers, and special account requests Answer questions about paperwork and account status Follow up with advisors when paperwork is incomplete or incorrect Keep client files organized and up to date Help advisors and their assistants use the onboarding system Handle daily inbound calls and emails about account setup Support fast processing goals and help with other tasks as needed Review financial reports for accuracy
Qualifications
High school diploma or GED required; college degree is a plus 2+ years’ experience in financial services, banking, or client support Good customer service and communication skills Comfortable using fax machines, copiers, and multi-line phone systems Series 7 license is a plus
What We Offer
Important role helping new advisors join the team Training and support to grow your skills Friendly team environment Steady schedule with some overtime during busy months
MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at hr@themohrgrp.com Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Human Resources Industries Staffing and Recruiting Referrals increase your chances of interviewing at MOHR Talent by 2x Austin, TX $69,000.00-$113,850.00 2 weeks ago Austin, TX $100,000.00-$120,000.00 1 month ago Austin, Texas Metropolitan Area 6 days ago Interested in future People & Culture opportunities?
Partnerships and Mentor Relations Coordinator
Austin, TX $60,000.00-$75,000.00 6 months ago People Coordinator - 6 Month Temporary Position
Austin, Texas Metropolitan Area $35.00-$45.00 5 days ago Austin, TX $60,000.00-$65,000.00 4 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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We’re looking for an organized and helpful Austin, TX | Onsite | $58,000/year
We’re looking for an organized and helpful
Financial Onboarding Specialist
to join our team. You’ll be the main contact for new advisors joining our firm, helping make their transition smooth and easy.
If you enjoy working with people, handling details, and being part of a fast-moving team, this could be the perfect role for you.
Key Responsibilities
Process new accounts, transfers, rollovers, and special account requests Answer questions about paperwork and account status Follow up with advisors when paperwork is incomplete or incorrect Keep client files organized and up to date Help advisors and their assistants use the onboarding system Handle daily inbound calls and emails about account setup Support fast processing goals and help with other tasks as needed Review financial reports for accuracy
Qualifications
High school diploma or GED required; college degree is a plus 2+ years’ experience in financial services, banking, or client support Good customer service and communication skills Comfortable using fax machines, copiers, and multi-line phone systems Series 7 license is a plus
What We Offer
Important role helping new advisors join the team Training and support to grow your skills Friendly team environment Steady schedule with some overtime during busy months
MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at hr@themohrgrp.com Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Human Resources Industries Staffing and Recruiting Referrals increase your chances of interviewing at MOHR Talent by 2x Austin, TX $69,000.00-$113,850.00 2 weeks ago Austin, TX $100,000.00-$120,000.00 1 month ago Austin, Texas Metropolitan Area 6 days ago Interested in future People & Culture opportunities?
Partnerships and Mentor Relations Coordinator
Austin, TX $60,000.00-$75,000.00 6 months ago People Coordinator - 6 Month Temporary Position
Austin, Texas Metropolitan Area $35.00-$45.00 5 days ago Austin, TX $60,000.00-$65,000.00 4 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr