Role: New Accounts/Onboarding Associate 
Location: Midtown Manhattan (4 days on-site)
Duration: 6+ month Contract
Compensation: $45.00 – 50.00/hr
Work Requirements: US Citizen, GC Holders or Authorized to Work in US

If interested, please contact Margot Parsons at mparsons@inspyrsolutions.com or call 714-465-5478

Summary
Works with branch and department colleagues on all aspects of the client on-boarding process. Collaborates with Portfolio Management teams to process requests for new or existing accounts or best way to transfer assets into the firm. Resolves inquiries and escalates as appropriate

What you will do

• Assist clients, partner Financial Advisors, Sr. Investment Consultant and Portfolio Manager Teams with client onboarding and new account inquiries.
• Prepare paperwork of all new accounts coming in through various legacy platforms (Rochdale and CNAM) as well as for the mid-net-worth platform, Symphonic Financial Advisors.
• Open new accounts and process daily Outstanding Actions Report.
• Maintain database that houses all client, Financial Advisor, and partner firm contact information including the processing of all changes partner's broker dealer and/or RIA changes.
• Collect information from third parties and transcribe to CNB systems and enter manually into system records, collect signatures and then open accounts
• Data entry from pdfs into spreadsheets and salesforce
• Excellent computer literacy with a proven proficiency in Microsoft Excel, Word and PowerPoint Excellent verbal and written communications skills

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