Transitions Specialist

Merit Financial Advisors • Alpharetta, GA

9d • Onsite

About The Position

The Transitions Specialist works within the Transitions Team on projects that support firms who are being acquired by Merit and transitioning their practice to our custodians at PKS, Fidelity, and Schwab. The ideal candidate is detail-oriented and adaptable, with a strong sense of initiative. This role requires someone who can balance precision with people skills—supporting teams through every step of the onboarding process. If you thrive in a fast-paced, collaborative environment, enjoy solving problems, and are excited to be a valued member of a team that supports and challenges one another, we’d love to hear from you.

Requirements

• 3-5 years of experience in New Accounts or Operations, ideally in Transitions
• Wealth Management M&A experience and familiarity with industry custodians (PKS, NFS, Fidelity, Schwab, etc.) preferred
• Experience supporting advisors in various lines of business (wire house, regional, independent, RIA, institutions and retirement plans)
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, OneNote and SharePoint)
• Proficiency in DocuSign
• Strong attention to detail with a high level of accuracy
• Ability to prioritize and shift priorities instantaneously
• Multi-tasker in a fast-paced environment
• Proactive, critical thinker who can work with little direction once given a project
• Ability to work both as part of a team and completely independent
• Demonstrate excellent oral, written, and interpersonal communication skills
• Possess a willingness to learn firm technologies

Nice To Haves

• Wealth Management M&A experience and familiarity with industry custodians (PKS, NFS, Fidelity, Schwab, etc.)

Responsibilities

• Coordinate with preferred custodian(s) to obtain required documents
• Work with office personnel to obtain client data for prepopulating custodian forms
• Prepare custodian/Merit forms for client signatures
• Ensure all documents are accurate and sent out by deadline
• Monitor and resolve not-in-good-order paperwork
• Track incoming packets and circulate timely status updates to the newly acquired firm
• Assist with custodian user access setup and maintenance
• Assist with custodian rep code setup and maintenance
• Assist with preparation of custodian registration conversion forms
• Assist on projects as needed

Benefits

• Medical Insurance
• Dental/Vision Insurance
• Life & Personal Accident Insurance
• Short-term Disability Insurance
• Long-term Disability Insurance
• Flexible Spending Account (FSA), Health Savings Account (HSA) or Dependent Care FSA
• 401(k) Plan with company matching
• Paid Time Off (PTO) and paid holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed