{"schemaVersion":"jobsearcher.job.v1","id":"0ecd57435db918e32e2ad0dd","url":"https://jobsearcher.com/jobs/0ecd57435db918e32e2ad0dd","canonicalUrl":"https://jobsearcher.com/jobs/0ecd57435db918e32e2ad0dd","title":"Processing Coordinator","description":"Position: Processing Coordinator\nSalary: $50k-$55k (Based on experience)\nStatus: Full Time\nLocation: In Office – Cary, NC\nExciting Career Opportunity: Processing Coordinator!\nAre 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.\nWhy Join Us?\nAs 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.\nJob Duties Include:\nCoordinate and manage the onboarding process for new client accounts from application through funding and completion.\nPrepare and process annuity and custodial account applications accurately and efficiently.\nFacilitate account transfers, ACH requests, and movement of client assets.\nReview onboarding documentation for accuracy, completeness, and compliance requirements prior to submission.\nTrack application, transfer, and funding status while proactively following up with custodians, carriers, and clients.\nResolve processing issues, missing documentation, and onboarding delays in a timely and professional manner.\nMaintain accurate records in Wealthbox and cloud-based systems.\nServe as a liaison between clients, advisors, insurance carriers, custodians, and transfer departments.\nProvide clients with timely updates and clear communication regarding onboarding milestones and outstanding requirements.\nAssist clients with forms, signatures, timelines, and onboarding questions.\nAnswer incoming calls and provide administrative support to advisors and leadership as needed.\nContribute to a smooth, organized, and professional client onboarding experience.\nQualifications:\nEducation: Associate’s or Bachelor’s degree preferred, but not required based on experience.\nExperience: Previous experience in financial services, wealth management, banking, insurance, operations, or client service preferred.\nSkills:\nStrong organizational and multitasking abilities.\nExcellent communication and client service skills.\nHigh attention to detail and accuracy.\nProficiency with Microsoft Office, CRM systems, DocuSign, and cloud-based platforms.\nAbility to manage multiple priorities in a fast-paced environment.\nYou’ll Shine If You Are:\nProcess-oriented and highly organized.\nDependable, proactive, and accountable.\nA strong communicator who enjoys helping clients.\nA collaborative team player with a positive attitude.\nComfortable learning new systems and adapting to evolving processes.\nFocused on operational excellence and follow-through.\nCompensation and Perks:\nStarting Salary: $50k-$55k (Based on experience).\nBenefits: Enjoy a comprehensive package, including 401k, profit sharing, PTO, paid Holidays, flex time, maternity/paternity leave, and a gym membership!\nLocation: Enjoy our brand-new, state-of-the-art offices in Cary, NC.\nThis Is A Full Time Role With The Following Work Hours:\nMonday: 8:30 am – 5:30 pm\nTuesday-Thursday: 9:00 am – 5:30 pm\nFriday: 9:00 am – 5:00 pm\nGrow with Us!\nAt 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!\nApply today and begin your next chapter with Raleigh Wealth Solutions!\nRaleigh 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.\nPay: $50,000.00 - $55,000.00 per year\nBenefits:\n401(k)\n401(k) matching\nHealth insurance\nHealth savings account\nLife insurance\nPaid parental leave\nPaid time off\nParental leave\nReferral program\nRetirement plan\nLocation:\nCary, NC 27511 (Preferred)\nWork Location: In person","company":"Raleighwealthsolutions","rawCompany":"raleighwealthsolutions","city":"Cary","state":"NC","isRemote":false,"isActive":false,"createdAt":"2026-07-18T17:51:30.757Z","occupations":[{"code":"43-3099.00","title":"Financial Clerks, All Other","slug":"financial-clerks-all-other"},{"code":"43-4011.00","title":"Brokerage Clerks","slug":"brokerage-clerks"},{"code":"43-9061.00","title":"Office Clerks, General","slug":"office-clerks-general"}],"industries":[{"code":"523999","title":"Miscellaneous Financial Investment Activities","slug":"miscellaneous-financial-investment-activities"},{"code":"523991","title":"Trust, Fiduciary, and Custody Activities","slug":"trust-fiduciary-and-custody-activities"},{"code":"523940","title":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Processing Coordinator","description":"Position: Processing Coordinator\nSalary: $50k-$55k (Based on experience)\nStatus: Full Time\nLocation: In Office – Cary, NC\nExciting Career Opportunity: Processing Coordinator!\nAre 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.\nWhy Join Us?\nAs 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.\nJob Duties Include:\nCoordinate and manage the onboarding process for new client accounts from application through funding and completion.\nPrepare and process annuity and custodial account applications accurately and efficiently.\nFacilitate account transfers, ACH requests, and movement of client assets.\nReview onboarding documentation for accuracy, completeness, and compliance requirements prior to submission.\nTrack application, transfer, and funding status while proactively following up with custodians, carriers, and clients.\nResolve processing issues, missing documentation, and onboarding delays in a timely and professional manner.\nMaintain accurate records in Wealthbox and cloud-based systems.\nServe as a liaison between clients, advisors, insurance carriers, custodians, and transfer departments.\nProvide clients with timely updates and clear communication regarding onboarding milestones and outstanding requirements.\nAssist clients with forms, signatures, timelines, and onboarding questions.\nAnswer incoming calls and provide administrative support to advisors and leadership as needed.\nContribute to a smooth, organized, and professional client onboarding experience.\nQualifications:\nEducation: Associate’s or Bachelor’s degree preferred, but not required based on experience.\nExperience: Previous experience in financial services, wealth management, banking, insurance, operations, or client service preferred.\nSkills:\nStrong organizational and multitasking abilities.\nExcellent communication and client service skills.\nHigh attention to detail and accuracy.\nProficiency with Microsoft Office, CRM systems, DocuSign, and cloud-based platforms.\nAbility to manage multiple priorities in a fast-paced environment.\nYou’ll Shine If You Are:\nProcess-oriented and highly organized.\nDependable, proactive, and accountable.\nA strong communicator who enjoys helping clients.\nA collaborative team player with a positive attitude.\nComfortable learning new systems and adapting to evolving processes.\nFocused on operational excellence and follow-through.\nCompensation and Perks:\nStarting Salary: $50k-$55k (Based on experience).\nBenefits: Enjoy a comprehensive package, including 401k, profit sharing, PTO, paid Holidays, flex time, maternity/paternity leave, and a gym membership!\nLocation: Enjoy our brand-new, state-of-the-art offices in Cary, NC.\nThis Is A Full Time Role With The Following Work Hours:\nMonday: 8:30 am – 5:30 pm\nTuesday-Thursday: 9:00 am – 5:30 pm\nFriday: 9:00 am – 5:00 pm\nGrow with Us!\nAt 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!\nApply today and begin your next chapter with Raleigh Wealth Solutions!\nRaleigh 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.\nPay: $50,000.00 - $55,000.00 per year\nBenefits:\n401(k)\n401(k) matching\nHealth insurance\nHealth savings account\nLife insurance\nPaid parental leave\nPaid time off\nParental leave\nReferral program\nRetirement plan\nLocation:\nCary, NC 27511 (Preferred)\nWork Location: In person","datePosted":"2026-07-18T17:51:30.757Z","dateModified":"2026-07-18T17:51:30.757Z","hiringOrganization":{"@type":"Organization","name":"Raleighwealthsolutions","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Cary","addressRegion":"NC","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"0ecd57435db918e32e2ad0dd"},"url":"https://jobsearcher.com/jobs/0ecd57435db918e32e2ad0dd"}}