Onboarding Specialist II

Location: Columbus, Ohio; onsite 4 days per week. Must have unrestricted authorization to work in the United States; U.S. citizens or permanent residents are generally required.

Salary: $30–$45 per hour

Company

hirify.global is a global multi-family office and non-bank wealth manager providing investment management, wealth strategy, and family office services to high- and ultra-high-net-worth clients.

What you will do

• Manage end-to-end onboarding for new clients and accounts, from wealth management agreement generation through account setup and funding.
• Prepare and process custodial forms, wealth management agreements, transfer forms, and required disclosures.
• Coordinate client signatures through DocuSign or mail.
• Manage ACATs, rollovers, wires, and other asset transfers.
• Respond to client questions and needs throughout the onboarding process.
• Collaborate with client service specialists and internal teams to collect information and complete onboarding on time.

Requirements

• Bachelor’s degree from an accredited institution.
• 2–3 years of operations or client service experience at an RIA or similar financial services company.
• Experience with Charles Schwab, Fidelity, Salesforce, Addepar, and DocuSign, or the ability to learn these tools quickly.
• Excellent verbal, written, analytical, and organizational skills.
• Ability to independently identify, address, and follow through on client needs with minimal supervision.
• Confidentiality, unrestricted U.S. work authorization, and availability to work onsite four days per week are required.

Culture & Benefits

• Collaborative, client-first professional services environment.
• 401(k) plan with employer matching.
• Subsidized medical plans and employer-paid dental, vision, life, AD&D, and disability insurance.
• Paid maternity and parental leave.
• Flexible spending accounts, health savings accounts, dependent care FSA, and commuter and transit FSA.
• Training reimbursement, paid professional designations, corporate discounts, and volunteer days.