TeamAssist Specialist

Atria Wealth Solutions, Inc. (Atria) is a wealth management solution holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions, and their clients. Headquartered in New York City, Atria’s broker-dealer and investment adviser subsidiaries empower financial institutions and independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices.

We are looking for a TeamAssist Specialist (TAP) for our Strategic Services team to join our organization. TAPs are highly organized, service-minded problem solvers that work directly with assigned financial professionals and their staff.

The primary role of the TAP Specialist is to provide general administration, operations, and platform support to financial professionals. TAP Specialists help prepare and submit documents, open new accounts, update account information, manage CRM systems, process money movement, and provide client support. TAP Specialists build strong trusting relationships with financial professionals and serve as an extension of their team.

We offer a rewarding career path and potential for advancement as well as good benefits. Our collaborative culture offers community through shared goals and strong work ethics.

Location: This position may be done HYBRID out of one the following home office locations:

• Houston, TX: 11740 Katy Freeway, Energy Tower III Ste 600, 77079
• San Diego, CA: 10150 Meanley Drive, San Diego 92131
• Syracuse, NY: 100 Madison Street, 13202
• Remote – USA for the right candidate

The anticipated annual base salary range for this position is $50,000 to $65,000. Exact compensation may vary based on skills, experience, and location.

What you will do:

• Work as a virtual member of assigned financial professionals’ offices.
• Serve as the initial point of contact for all operational needs.
• Set client appointments and create follow up tasks as needed.
• Prepare documentation for prospect and client meetings.
• Create client onboarding paperwork utilizing Unio and other technologies.
• Submit instructions and account documentation for new accounts, account maintenance, cash management, and transfers.
• Monitor items to review and act on time sensitive requirements.
• Work with custodians and third -party sponsors to open and maintain accounts.
• Collaborate with internal departments to research and resolve issues.
• Respond to client correspondence within a timely manner.
• Educate financial professionals and their staff on enterprise technology.
• Assist clients with logging into and utilizing Clear1.
• Workload varies and overtime may be required at certain times.

• Carry out all responsibilities in an honest, ethical, and professional manner.
• Provide best in class service experience.

Must haves:

• Associates Degree or equivalent work experience.
• Financial services sales assistant experience or equivalent support experience
• Experience with custodians, mutual fund companies, and insurance carriers
• Ability to analyze complex data and develop innovative recommendations and solutions
• Excellent planning, organizing, and project management skills
• Strong oral and written communication skills
• Must be service minded
• Strong organizational skills
• Self-motivated
• Detail-oriented
• Superior problem solving skills
• Proficient with Microsoft Suite
• Strong customer, quality, and results orientation
• Ability to analyze complex data and develop innovative recommendations and solutions
• Ability to interact effectively at all levels and across diverse cultures
• Ability to be an effective team member and manage various projects
• Ability to assist in facilitating progressive change

Why work at Atria?

In addition to a competitive salary, we provide a full benefits package that includes:

• Medical & Prescription Drug Insurance
• Health Advocacy
• Telehealth
• Dental Insurance
• Vision Insurance
• Health Savings Account
• Flexible Spending Accounts
• Short-Term Disability Insurance
• Long-Term Disability Insurance
• Life Insurance
• Paid time off, Paid Holiday, Paid Birthday
• Critical Illness, Accident & Hospital Indemnity Coverage
• Identity Theft
• Employee Assistance Program
• Pet Insurance
• Legal Plans
• Virtual Therapy
• Virtual Mental WellCare
• Long-Term Care
• Retirement 401(k) Savings Plan with matching

At Atria, we consider Diversity, Inclusion, and Belonging to be essential to our success, and we are working to integrate it into the fabric of our organization. Our commitment to Diversity, Inclusion, and Belonging is key to our culture and values, and critical for great products, and satisfied customers.

Atria Wealth Solutions, Inc. (Atria) is a wealth management solutions holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions and their clients. Headquartered in New York City, Atria’s broker-dealer subsidiaries empower financial institutions and independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices.

Atria’s broker-dealer subsidiaries include CUSO Financial Services, L.P., Sorrento Pacific Financial, LLC, Cadaret Grant & Co., Inc., NEXT Financial Group, Inc., Western International Securities, Inc., and SCF Securities, Inc. Atria’s subsidiaries together support nearly 2,500 financial professionals and over 200 financial institutions with over $100 billion of assets under administration. For more information, please visit www.atriawealth.com.

Atria Wealth Solutions and its affiliated entities are equal opportunity employers that are committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Atria Wealth Solutions and its affiliated entities make hiring decisions based solely on qualifications, merit, and business needs at the time.

It’s time for the next step in your career. Apply now

Salary : $50,000 - $65,000