Strategic Account Onboarding and Paperwork Analyst
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Finance & Banking
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.
Our group is growing, and we are hiring a Strategic Account Onboarding and Paperwork Analyst in New Orleans, LA, United States.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in New Orleans, LA, United States.
This opportunity is part of our work in Management & Operations, Sales.
The advertised compensation is 45.000 - 65.000.
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