Processing Coordinator

Position: Processing Coordinator Salary: $50k-$55k (Based on experience) Status: Full Time Location: In Office – Cary, NC Exciting Career Opportunity: Processing Coordinator! Are you highly organized, detail-oriented, and passionate about delivering an exceptional client experience? Raleigh Wealth Solutions is seeking a Processing Coordinator to support our growing advisory team and help ensure a smooth and efficient onboarding experience for new clients. Why Join Us? As the Processing Coordinator, you will play a critical role in coordinating new client onboarding, processing account applications, facilitating transfers and funding requests, and serving as a liaison between clients, advisors, custodians, and insurance carriers. Your work will directly support operational excellence and contribute to a seamless client experience from start to finish. Job Duties Include: Coordinate and manage the onboarding process for new client accounts from application through funding and completion. Prepare and process annuity and custodial account applications accurately and efficiently. Facilitate account transfers, ACH requests, and movement of client assets. Review onboarding documentation for accuracy, completeness, and compliance requirements prior to submission. Track application, transfer, and funding status while proactively following up with custodians, carriers, and clients. Resolve processing issues, missing documentation, and onboarding delays in a timely and professional manner. Maintain accurate records in Wealthbox and cloud-based systems. Serve as a liaison between clients, advisors, insurance carriers, custodians, and transfer departments. Provide clients with timely updates and clear communication regarding onboarding milestones and outstanding requirements. Assist clients with forms, signatures, timelines, and onboarding questions. Answer incoming calls and provide administrative support to advisors and leadership as needed. Contribute to a smooth, organized, and professional client onboarding experience. Qualifications: Education: Associate’s or Bachelor’s degree preferred, but not required based on experience. Experience: Previous experience in financial services, wealth management, banking, insurance, operations, or client service preferred. Skills: Strong organizational and multitasking abilities. Excellent communication and client service skills. High attention to detail and accuracy. Proficiency with Microsoft Office, CRM systems, DocuSign, and cloud-based platforms. Ability to manage multiple priorities in a fast-paced environment. You’ll Shine If You Are: Process-oriented and highly organized. Dependable, proactive, and accountable. A strong communicator who enjoys helping clients. A collaborative team player with a positive attitude. Comfortable learning new systems and adapting to evolving processes. Focused on operational excellence and follow-through. Compensation and Perks: Starting Salary: $50k-$55k (Based on experience). Benefits: Enjoy a comprehensive package, including 401k, profit sharing, PTO, paid Holidays, flex time, maternity/paternity leave, and a gym membership! Location: Enjoy our brand-new, state-of-the-art offices in Cary, NC. This Is A Full Time Role With The Following Work Hours: Monday: 8:30 am – 5:30 pm Tuesday-Thursday: 9:00 am – 5:30 pm Friday: 9:00 am – 5:00 pm Grow with Us! At Raleigh Wealth Solutions, we’re committed to creating a supportive and empowering workplace where employees can thrive personally and professionally. If you’re ready to build a meaningful career in a fast-growing financial services firm, we want to hear from you! Apply today and begin your next chapter with Raleigh Wealth Solutions! Raleigh Wealth Solutions is an equal opportunity employer. Raleigh Wealth Solutions will provide employment opportunities to all persons without regard to race, color, creed, religion, gender, age, national origin, disability, veteran status, or any other characteristic protected by applicable Federal, State, or local laws or regulations. Further, Raleigh Wealth Solutions will provide reasonable accommodations for qualified individuals with disabilities. Pay: $50,000.00 - $55,000.00 per year Benefits: 401(k) 401(k) matching Health insurance Health savings account Life insurance Paid parental leave Paid time off Parental leave Referral program Retirement plan Location: Cary, NC 27511 (Preferred) Work Location: In person