Onboarding Operations Specialist

📋 Description

• Process inbound cash and asset transfer requests into self-directed retirement accounts.
• Review transfer documentation, submit requests to custodians, and track status.
• Provide cross-functional onboarding support and assist with account maintenance.
• Maintain notes and status updates in internal systems.
• Communicate with investors on missing documentation or transfer updates.
• Hybrid in-office: 2-3 days/week in San Francisco, CA.

🎯 Requirements

• 1+ year of experience in financial services or transaction processing.
• Strong attention to detail and organizational skills.
• Ability to manage multiple open requests simultaneously.
• Strong written and verbal communication skills.
• Ability to work independently and collaboratively within a team.
• Proficiency with Microsoft Office (Word, Excel, Outlook).
• Experience processing retirement account transfers is a plus.