Job Title: New Business Processor
Location: Amherst, NH
Firm Type: Wealth Management / Registered Investment Advisory (RIA) Firm
Employment Type: Full-Time
Position Overview
A growing Wealth Management firm in Amherst, NH is seeking a detail-oriented and proactive New Business Processor to support our advisory team. This role is critical to delivering a seamless client onboarding experience and ensuring accurate, timely processing of new accounts and asset transfers.
The ideal candidate has experience in wealth management operations, is highly organized, and thrives in a fast-paced, client-focused environment.
Key Responsibilities
Client Onboarding & Account Setup
- Process new client paperwork and ensure completeness and accuracy
- Open new accounts with custodians, including individual, joint, trust, retirement, and entity accounts
- Coordinate account approvals and follow up on outstanding documentation
- Maintain onboarding checklists and workflows to ensure compliance and efficiency
Asset Transfers & Account Maintenance
- Initiate and track ACAT and non-ACAT transfers
- Monitor asset movement and proactively resolve transfer issues
- Process account updates, beneficiary changes, and other service requests
- Communicate status updates to advisors and clients as needed
Data Management & CRM Administration
- Accurately input and maintain client data within CRM systems
- Ensure data consistency across custodial and planning platforms
- Maintain digital client files and documentation in accordance with compliance standards
- Assist in workflow automation and process improvements
Platform & Systems Support
- Work within firm's custodial platform to open and maintain accounts
- Support advisors using their planning software (experience a plus)
- Collaborate with compliance and operations teams to ensure regulatory adherence
Qualifications
- 2+ years of experience in wealth management, RIA operations, or financial services processing
- Hands-on experience onboarding new clients and transferring assets
- Experience with Fidelity custodial platform preferred
- CRM experience required
- Experience with eMoney financial planning software is a plus
- Strong attention to detail and organizational skills
- Excellent written and verbal communication skills
- Ability to manage multiple priorities and meet deadlines
- Proficiency in Microsoft Office (Word, Excel, Outlook)
Preferred Attributes
- Self-starter with strong follow-through
- Process-driven and highly organized
- Client-first mindset
- Comfortable working both independently and as part of a team
- Continuous improvement mentality
What We Offer
- Competitive salary commensurate with experience
- Paid time off and holidays
- Professional development opportunities
- Supportive and collaborative team culture
If you are passionate about delivering an exceptional onboarding experience and enjoy working behind the scenes to keep operations running smoothly, we encourage you to apply.
Job Type: Full-time
Pay: From $50,000.00 per year
Location:
- Amherst, NH 03031 (Preferred)
Work Location: In person
