Onboarding & Integrations Specialist Position Available In Palm Beach, Florida

Onboarding & Integrations Specialist 3.5 3.5 out of 5 stars 2000 Pga Boulevard, Palm Beach Gardens, FL 33408 Onboarding & Integrations Specialist Gladstone Wealth Partners Palm Beach Gardens, FL About Gladstone Wealth Partners Gladstone Wealth Partners was founded in 2012 and launched its RIA in 2015. It has expanded to now oversee more than $20 billion in total assets under management. As one of the fastest growing hybrid RIAs in the wealth management industry, Gladstone is known for assisting advisors as they set up and establish their own independent advisory practice. This includes helping advisors better serve their clients, run their businesses more profitably, grow faster and enhance their enterprise value. Gladstone is based in Boca Raton, Florida and hosts most operations functions in Bedminster, NJ; and is a proud member of the Integrity Family of Companies. Job Summary The Onboarding & Integrations Specialist provides transition support to onboarding Financial Advisors while adhering to regulatory standards. Individuals in this role will consult with the Director of Onboarding & Integrations, peers and onboarding advisors to align & execute client re-papering strategies.

Primary Responsibilities:

Manage daily assignments. i.e. create new accounts and transfer requests for ongoing transitions Review client profiles/information for completeness and accuracy Prepare all new account paperwork with company specific software, and ensure that documents are fully complete, conform to processing guidelines and are accurate Monitor and initiate action on daily notifications related to account opening process Assist with other transition related tasks as assigned Support the firm’s initiatives, assist with any company-wide projects or activities

Primary Skills & Requirements :

Bachelor’s degree or equivalent professional experience Computer/Software literacy required – must have proficiency in Microsoft Office and basic CRM Critical thinking, attention to detail, and excellent organizational skills Excellent communication and interpersonal skills Able to adapt to changes in the work environment, manage competing demands and work with frequent change, delays or unexpected events Position requires a high level of confidentiality Ability to work in a team environment Travel may be required to provide on-site transition support, up to 50% About Integrity Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead. Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com. Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.