Onboarding Specialist

This role is integral to the recruitment and onboarding of new Financial Advisors to the firm, responsible for the creation, disbursement, and management of recruiting and other loans.  This position works directly with Advisors, Branch Managers, and other Division Leaders to verify, expedite, and create and validate appropriate agreements and documentation.  Minimal guidance in a dynamic environment where varied and complex activities are completed often driving decision making by PCG leadership. A high level of evaluation, originality and ingenuity are required to locate, select, apply and justify appropriate action for situations and circumstances that require a deviation from standard procedures. Resolves or recommends solutions to complex problems and actively participates in implementing the change. Regular contact with internal customers (Business Unit management, senior management, Internal and External Auditors) is required to identify, research, and recommend solutions for various issues. 

Essential Duties and Responsibilities 

• Responsible for creating, managing, and validating PCG recruiting deals and loan information. 

• Records and manages advisor loans and facilitates a variety of transactions associated with the deal. 

• Responsible for ensuring accurate and timely payment/disbursement of loan proceeds and other key payments. 

• Assists management in a variety of ad hoc analysis to project and/or summarize large amounts of data. 

• Independently meets with management in various departments to discuss items that impact the business. 

• Identifies and acts on potential process improvements to increase efficiency in processing and/or analysis. 

• Reviews and reconciles general ledger accounts for accuracy and to identify trends and issues. 

• Independently resolves or recommends solutions to complex problems. 

• Documents processes and process changes as needed. 

• Performs other duties and responsibilities as assigned 

Knowledge of 

• Accounting concepts, practices and procedures. 

• General payroll processing and incentive compensation. 

• Principles of banking and finance and securities industry operations. 

• Strong knowledge of Microsoft Office applications. 

Skill in 

• Communicating with all levels of management. 

• Analyzing financial information. 

• Must be able to navigate basic databases and other systems. 

• Analyzing expenses and evaluating the impact on financial statements. 

• Organizational and time management sufficient to prioritize workload, handle multiple tasks, and meet deadlines. 

Ability to 

• Identify, recommend and justify changes to standard procedures when required by specific situations and circumstances. 

• Work independently, make decisions and resolve or recommend solutions to complex compensation issues. 

• Communicate effectively, both orally and in writing, with all organizational levels. 

• Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment. 

• Demonstrate efficiency and flexibility in performing detailed tasks in a fast-paced work environment with frequent interruptions, changing priorities, and multiple deadlines. 

• Provide a high level of customer service. 

• Maintain strict confidentiality of associate records. 

• Lead meetings and contribute to team efforts by ensuring all relevant information is included in the outcomes.