We have partnered with a Financial Services company to onboard 3–4 experienced Account Opening Administrators for a fast-paced, high-volume transition project. This is a 4-month contract assignment focused on migrating approximately 7,000 accounts for a breakaway group launching their own RIA/BD entity, expected to clear through Pershing.

Requirements and Qualifications: 

• Accurately process and open large volumes of client accounts.
• Review and verify all required documentation for new accounts.
• Coordinate with internal teams and custodians (especially Pershing) to ensure smooth onboarding.
• Resolve discrepancies and ensure data integrity across platforms.
• Maintain compliance with RIA/BD regulations throughout the account opening process.
• Proven experience in high-volume account opening within an RIA/BD environment.
• Familiarity with Pershing or other clearing firms.
• Detail-oriented with strong organizational skills.
• Ability to work independently in a remote setup.
• Prior experience with customer accounts conversion or transitions a plus.
• Local candidates in Huntsville, AL are highly preferred.