Are you ready to join one of the fastest growing broker-dealer networks in financial services? (Cerulli Associates, 2020) At Atria, we support independent financial professionals and financial institution investment programs so they, in turn, can provide exceptional service to their clients and develop meaningful relationships with them.

We are looking for a New Accounts Processor (Data Entry Processor) to join our organization. In this role, you will be responsible for providing customer service to our financial professionals, maintaining account information, and the daily management of accounts and commissions. This includes reviewing and verifying new account information for completeness and accuracy, entering data supplied by the representatives, and completing monthly reporting and mailings.

In this position, you can work from any one of the the following office locations:

• Houston, Texas
• San Diego, CA
• Syracuse, NY

Duties and Responsibilities:

• Reviewing new account applications for clerical accuracy
• Completing new account data entry for multiple accounts on multiple platforms
• Communicating and assisting financial advisors with required revisions on account forms
• Maintaining client confidentiality and online security
• Maintaining time management and adapting to updated processes
• Having proper phone etiquette and assisting on incoming calls from financial advisors and house account clients.
• Assisting on account transitions and account inquiries
• Assisting on various projects
• Maintaining and utilizing several online platforms to complete tasks and assist financial advisors on forms and procedures.
• Maintaining education on new and updated policies within the industry

Qualifications and Skills:

• A degree desired in business, finance or related field, or an applicable combination of education and work experience.
• Experience in the financial services industry is desired but not required.
• Exceptional customer service skills.
• Strong oral and written communication skills.
• Strong attention to detail with the ability to demonstrate accuracy and efficiency.
• Excellent organizational skills.

Why work at Atria?

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

• Medical insurance
• Dental insurance
• Prescription drug benefits
• Vision insurance
• Retirement savings 401(k) plan with matching
• Paid time off
• Paid holidays
• Critical illness insurance
• Veterinary pet insurance
• Employee assistance program
• Life insurance
• Short & long-term disability insurance
• Legal plan

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

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