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Strategic Account Onboarding and Paperwork Analyst
Job in
New Orleans, Jefferson Davis Parish, Louisiana, 70123, USA
Listed on 2026-08-31
Listing for:
NewEdge Advisors
Full Time
position Listed on 2026-08-31
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
New Edge Advisors in New Orleans is seeking a detail-oriented New Account Opening/Repapering Analyst to manage paperwork and account openings across Fidelity, Schwab, Raymond James, LPL Financial, Goldman Sachs, and sponsor accounts.
You will coordinate onboarding and transitions, handle data intake and form population, support transfer submissions, and perform back-office processing while ensuring regulatory compliance and timely service for clients and advisors.
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