18 days old

Advisors Onboarding Specialist (Remote/Virtual) - ADV000BZ

Newark, NJ
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Primary Location United States-New Jersey-Newark (NJ)

Prudential Advisors division is Prudentials national sales organization, consisting of 3,000 financial professionals, advisors and fee-based financial planners. Our advisors offer a broad range of financial solutions to meet the needs of our individual clients. Through continuous integration and adaption, weve been able to connect individuals and families with knowledgeable, caring financial professionals since 1875.

The Onboarding Specialist partners with the Onboarding and Transition team to support key operational, analytical and reporting needs of the team.  The candidate will be responsible for delivering and preparing reports and documents needed for the operational programs and initiatives delivered by the Onboarding and Transition centralized team.  


Responsibilities include:

  • Preparing and distributing weekly, monthly and ad hoc reports from proprietary database
  • Providing project management support and follow up needed to drive projects to completion
  • Support field and home office operations for the onboarding of new experienced financial professionals
  • Support the development of technology enabled solutions for new experienced financial professionals
  • Validates, processes and tracks vendors invoices
  • Other special projects as needed 

  • Minimum 3 years experience working in a financial services organization in an administrative or operational role; supporting a sales channel preferred
  • Knowledge of investment business a plus
  • Exceptional attention to detail
  • Excellent verbal and written communication skills
  • Superior customer service and phone skills
  • Must be able to organize activities and handle multiple assignments simultaneously
  • Effective and timely follow-up required
  • Ability to identify efficiencies in existing processes and procedures in order to foster continuous improvement both individually and at the team level
  • Strong analytical, reporting, decision making skills are essential
  • Ability to work independently
  • Strong Microsoft Excel, Word and Teams skills
  • Limited travel may be necessary


@!*!Prudential is a multinational financial services leader with operations in the United States Asia Europe and Latin America. Leveraging its heritage of life insurance and asset management expertise Prudential is focused on helping individual and institutional customers grow and protect their wealth. The companys well-known Rock symbol is an icon of strength stability expertise and innovation that has stood the test of time. Prudential's businesses offer a variety of products and services including life insurance annuities retirement-related services mutual funds asset management and real estate services. For more information please visit www.prudential.com.

Prudential is not accepting unsolicited resumes from search firms for this open position unless contracted with Staffing. Agencies must work with Staffing as the primary point of contact and follow the Prudential application process to be considered for business. All resumes submitted by search firms to any employee at Prudential via-email Internet or directly to hiring managers in any form without a valid written search agreement in place for that position will be deemed the sole property of Prudential and no fee will be paid in the event the candidate is hired by Prudential.
Note: Any search agreement entered into with Prudential before January 2004 is null and void. Search firms are essential to the recruitment and staffing efforts at Prudential and we value the partnerships we have built with our preferred vendors. Prudential has established and regularly maintains a preferred vendor list and even preferred vendors need to have a written search agreement signed by the Director Recruiting Programs Staffing at Prudential in place for the specific position in order for a fee to be paid for any candidate referrals.
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Posted: 2020-11-17 Expires: 2020-12-17
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Advisors Onboarding Specialist (Remote/Virtual) - ADV000BZ

Newark, NJ

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