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NewEdge Wealth LLC.
New Orleans, LA, United States
Sr Account Administration Associate (LA, New Orleans) NewEdge Advisors is a rapidly growing wealth management firm, made up of independent financial advisors that all share the belief that every client is unique and deserves more than ordinary service. Our mission is to give established advisors more time and resources to focus on their clients an
Job Source: NewEdge Wealth LLC.ScentAir Technologies, LLC
New Orleans, LA, United States
ScentAir creates billions of enduring impressions for our customers around the world each year. We provide highly effective scent delivery solutions for an immense variety of business environments. We are the pioneers, the innovators, and the global leader in Scent Marketing! Some of our notable clients include Disney World, Sea Wor
Job Source: ScentAir Technologies, LLCBerlin Packaging LLC
New Orleans, LA, United States
Job Description Job Description Salary: ***The ideal candidate for this role would be located near New Orleans, Louisiana. *** Berlin Packaging is the nation's premier supplier of rigid packaging and packaging components. We are a $2.6 billion-dollar company with 30+ straight years of record growth. Don’t know what makes the rigid packaging indu
Job Source: Berlin Packaging LLCHoist & Crane Service Group
New Orleans, LA, United States
Hoist& Crane Service Group is looking for a motivated Account Manager to create long-term, trusting relationships with our clients. The individual, preferably, must possess a knowledge of overhead cranes and other types of heavy machinery. Some knowledge about industrial elevators and overhead rolling doors is a plus. Candidates should also have a
Job Source: Hoist & Crane Service GroupNational Guard Employment Network
New Orleans, LA, United States
Job Description ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. If you have the required s
Job Source: National Guard Employment NetworkNewEdge Wealth LLC.
New Orleans, LA, United States
NewEdge Capital Group and its subsidiaries provide independent financial advisors transition support, compliance support, real estate solutions, human resources support, marketing solutions and information technology support so that they can focus their attention where it matters most, their clients. When advisors choose to become independent, many
Job Source: NewEdge Wealth LLC.NewEdge Advisors
New Orleans, LA, United States
NewEdge Capital Group and its subsidiaries provide independent financial advisors transition support, compliance support, real estate solutions, human resources support, marketing solutions and information technology support so that they can focus their attention where it matters most, their clients. When advisors choose to become independent, many
Job Source: NewEdge AdvisorsRestaurant365
New Orleans, LA, United States
Restaurant365 is a SaaS company disrupting the restaurant industry! Our cloud-based platform provides a unique, centralized solution for accounting and back-office operations for restaurants. Restaurant365’s culture is focused on empowering team members to produce top-notch results while elevating their skills. We’re constantly evolving and improvi
Job Source: Restaurant365New Orleans, LA, United States
Sr Account Administration Associate (LA, New Orleans) NewEdge Advisors is a rapidly growing wealth management firm, made up of independent financial advisors that all share the belief that every client is unique and deserves more than ordinary service. Our mission is to give established advisors more time and resources to focus on their clients and practices. We do this by striving to make our advisors’ challenges our own. Supporting our advisors is our only success.
We provide independent financial advisors transition support, compliance support, real estate solutions, human resources support, marketing solutions and information technology support so that they can focus their attention where it matters most; their clients. When advisors choose to become independent, many believe that the best way to run their practice efficiently and profitably is through partnership, economies of scale and shared resources. NewEdge Advisors serves this market.
NewEdge Advisors (NEA) is looking for a highly skilled service-minded associate with a positive attitude who enjoys problem-solving and meeting the needs of our advisor base. They will report directly to the Operations Manager.
Location: The position will be in New Orleans, LA or Baton Rouge, LA. Remote applications considered.
Responsibilities & Duties
The position of Sr Account Administration Associate is a dynamic role with a diversified number of daily tasks. The primary responsibilities of this job includes the review and approval of our various RIA specific documents through our case management system. This individual will also be responsible for reviewing investment advisory agreements, completing account updates, tracking transitioning teams’ accounts, and providing timely resolutions via email or telephone.
This individual will work closely with multiple business departments including Advisory Billing, Operations, and Orion Data Management to reply to inquires related to account administration, account agreements and complete adhoq projects related to the onboarding of new accounts. The ideal candidate will have direct experience with new accounts processing at a registered investment advisor and/or FINRA member broker-dealer. Experience using the Orion technology platforms and applications custom to Fidelity, Goldman Sachs, Raymond James, Charles Schwab, and/or LPL Clearing is highly preferred.
Review and approve new accounts and investment advisory agreements
Serve as a primary point of contact for RIA new accounts processing-related inquries
Work closely with the Operations Manager on projects, paperwork escalations, approvals & exceptions
Review and update existing account changes and requests in Orion
Provide Orion training to advisors on new accounts and/or missing agreements, IGO/NIGO processing
Serve as backup for the Operations training calls outlining account onboarding & operations procedures for teams joining NewEdge Advisors
Develop rapport with our individual advisor offices by providing exceptional service to advisors, staff and NEA colleagues
Work on interdepartmental projects as needed
Qualifications
3-5 years of securities industry experience within organizations providing investment advisory or financial technology services.
New accounts processing at a registered investment advisory firm or FINRA member broker-dealer.
FINRA S6, S7, S63, or S99 a plus.
Experience with Orion.
Experience working for a financial advisor or in a multi-custodial environment with Fidelity, Goldman Sachs, Raymond James, Charles Schwab, and/or LPL Clearing preferred.
Bachelor’s degree in Finance, Economics or other business-related field or equivalent professional experience.
Skill in operating various database and software programs (i.e., Microsoft Office, Orion, Salesforce. etc.).
Ability to communicate professionally in writing or verbally with co-workers, advisors, and other business units as required.
Ability to organize, prioritize, and handle multiple tasks within established timeframes.
Ability to clearly and concisely explain complex information.
Ability to pay close attention to detail and meet or exceed deadlines.
Ability to communicate and project a positive, professional attitude with co-workers, customers, and various business contacts in person and over the telephone.
Ability to continually stay updated with new information.
Ability to be at work on a regular and predictable basis.
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Sr Account Administration Associate (LA, New Orleans) jobs in New Orleans, LA, United States
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