onboarding specialist

Decklaration

<div>
 <p>
  <strong>
   1Now
  </strong>
  is a SaaS-based Fleet Management Solution built for car rental businesses. We help owners boost revenue, reduce Turo commission fees, and streamline operations through features such as custom rental websites, secure driver verification, automated rental agreements, and powerful fleet analytics.
  <br/>
 </p>
 <p>
  We are looking for an
  <strong>
   Onboarding Specialist
  </strong>
  who can help new clients successfully set up and start using our platform while ensuring a smooth onboarding experience and ongoing support.
  <br/>
 </p>
 <strong>
  Key Responsibilities:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Set up and verify new client accounts, including business details and platform configuration.
   <br/>
  </li>
 </ul>
 <ul>
  <li>
   Upload and configure fleet data, pricing rules, booking policies, and availability settings.
   <br/>
  </li>
 </ul>
 <ul>
  <li>
   Enable and verify insurance integrations such as RentalCover, Bonzah, or other supported providers.
   <br/>
  </li>
 </ul>
 <ul>
  <li>
   Configure payment gateways, taxes, deposits, and refund workflows to ensure smooth transactions.
   <br/>
  </li>
 </ul>
 <ul>
  <li>
   Connect and test system integrations including Turo, SMS, email, CRM, and analytics tools.
   <br/>
  </li>
 </ul>
 <ul>
  <li>
   Conduct onboarding calls and train clients on how to effectively use the platform.
   <br/>
  </li>
 </ul>
 <ul>
  <li>
   Perform QA checks and run test bookings before the client goes live.
   <br/>
  </li>
 </ul>
 <ul>
  <li>
   Provide post-launch support during the first 30 days to ensure smooth activation and retention.
   <br/>
  </li>
 </ul>
 <ul>
  <li>
   Respond to client queries and coordinate with internal teams to resolve setup or technical issues.
   <br/>
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 Requirements
 <br/>
 <br/>
 <ul>
  <li>
   6 Months to 1 year of experience in client onboarding, implementation, customer success, or support roles in a SaaS environment.
   <br/>
  </li>
 </ul>
 <ul>
  <li>
   Strong understanding of system configurations, integrations, and troubleshooting.
   <br/>
  </li>
 </ul>
 <ul>
  <li>
   Good communication skills with the ability to guide and train clients.
   <br/>
  </li>
 </ul>
 <ul>
  <li>
   Detail-oriented with strong organizational and problem-solving skills.
   <br/>
  </li>
 </ul>
 <ul>
  <li>
   Experience working with CRM tools or SaaS platforms is a plus.
   <br/>
  </li>
 </ul>
 <ul>
  <li>
   Ability to manage multiple onboarding processes and client interactions.
  </li>
 </ul>
</div>


Onboarding Specialist

Behavior Frontiers

<div><p><b>Behavior Frontiers</b> is an industry leader in ABA (Applied Behavior Analysis) treatment for autism and other special needs. We are on a continuous journey to explore, assess, and develop only the highest quality ABA treatments and solutions delivered by best-in-class clinical professionals. We are seeking enthusiastic individuals who are ready to embark on a meaningful journey in one of the fastest growing fields in healthcare. Our Onboarding Assistant position plays a critical role in our company and we need an individual with excellent customer service skills, detail oriented, ability to multi-task and a knowledge of Microsoft Office applications.</p><p><b>
Availability:</b> Full - Time (Monday - Friday 40 hours a week)<br>
<b>Location:</b> El Segundo, CA (In-Person)<br>
<b>Compensation:</b> $21.00 - $23.00 per/hour DOE</p><div><b>
How will you help create a World Without Limits:</b></div><div><ul><li>
Facilitate onboarding processes and coordinate with new hires to ensure a seamless and welcoming experience from offer acceptance to training.</li><li>
Effectively interface and communicate with all departments, including Recruitment, HR, IT, Training, and Client Services, regarding the status of new hires.</li><li>
Maintain a high level of attention to detail while managing numerous small but critical tasks, including accurate data entry of personal identifiers, credentials, and HR-related information within the system.</li><li>
Take on and implement any newly added requirements as needed to remain compliant with insurance or state guidelines and expectations.</li><li>
Set up new hire accounts, manage the onboarding tracker, and assign tasks as needed.</li><li>
Conduct welcome calls with new hires and send a welcome email outlining onboarding task due dates.</li><li>
Ensure the timely submission of all required onboarding documents by new hires.</li><li>
Guide new hires on navigating systems, resources, and policies.</li><li>
Monitor new hire checklist items for full completion and provide trouble shooting support as needed.</li><li>
Facilitate background checks and child abuse registry clearances, follow up with the vendors as needed, and ensure compliance with state regulations.</li><li>
Conduct SAMS, OIG, and Medicaid exclusion checks</li><li>
Coordinate the TB test process to ensure compliance with external payor requirements.</li><li>
Verify the employment eligibility of all new hires by completing E-Verify and updating the I-9 form accordingly.</li><li>
Assist in the development and implementation of new initiatives and programs.</li><li>
Support company-wide projects as needed, ensuring alignment with team goals and objectives.</li><li>
Execute all aspects of provider certifications, including initial appointments and reappointments</li><li>
Any other duties as assigned.</li></ul></div><div><b>
Qualifications and Skills:</b></div><ul><li>
Superior attention to detail</li><li>
Excellent organizational skills with a strong ability to multi-task and navigate multiple systems simultaneously in a fast-paced environment.</li><li>
Ability to support staff company wide</li><li>
Proficiency in self-managing time and priorities</li><li>
Excellent customer service &ndash; must have superior communication skills over the phone and via email</li><li>
Collaborative attitude with team-oriented outlook</li><li>
Ability to build strategic working relationships</li><li>
At least one year of onboarding/HR experience</li><li>
Bachelor's Degree preferred, but not necessary</li><li>
A professional, yet friendly demeanor</li><li>
Knowledge of Microsoft Office applications (e.g. Word, Excel, Outlook)</li><li>
Experience working daily in different applicant tracking and human resources information systems</li><li>
Familiarity with Jobvite, Monday.com and OnePoint is a plus</li></ul><p><b>
Why Behavior Frontiers is perfect for you:</b></p><ul><li>
Competitive pay with optional On-demand paychecks thru DailyPay - get paid on your own schedule!</li><li>
401K Plan with company match after 6 months of employment</li><li>
Paid Personal Time Off</li><li>
Paid Sick Leave</li><li>
Medical, Dental and Vision insurance</li><li>
Opportunities for career advancement</li><li>
Performance and promotion raises</li><li>
Paid mileage &amp; drive time</li><li><b>
Free Telehealth:</b> Free access to a doctor via telehealth for you and your dependents with no limits and no co-pays</li><li><b>
Free Telehealth Mental Health:</b> Free access to a mental health counselor via telehealth for you and your dependents (over age 13) with no limits or co-pays</li><li><b>
Employee Assistance Program:</b> Free access to some support services (financial, legal, counseling, etc.)</li><li><b>
Fitness:</b> Discounted monthly gym membership to 12,000 gym locations nationwide, as well as free access to workout videos</li><li><b>
Deals:</b> Exclusive discounts and savings to 500+ companies and more!</li><li><b>
Travel:</b> Discounts on travel essentials including hotels, rental cars, flights, excursions, and more!</li><li><b>
Lab Testing Discounts:</b> 10-80% off costs of routine lab work</li><li><b>
New Benefits Rx:</b> Discounts on prescription medications from 10-80% at 60,000 locations nationwide</li></ul><p><b>
Why work for Behavior Frontiers? Visit our benefits &amp; perks page to </b><b>learn more</b><b>!</b></p><p>
Behavior Frontiers is an Equal Opportunity Employer and will consider for employment all qualified applicants in a manner consistent with the requirements of the applicable federal, state and local laws.</p></div>

Pilgrim's

<div><p><b>Description</b><br>
</p><br>
<br>
<p>Onboarding Specialist &ndash; Bilingual English/Spanish</p><p></p><p><br>
At Pilgrim&rsquo;s, Safety Is A Condition, which means the safety of our team members comes first - always.</p><p></p><p><br>
Help new team members succeed from day one! At Pilgrim&rsquo;s, we believe safety and growth go hand in hand. As an Onboarding Specialist in Cold Spring, MN, you&rsquo;ll play a vital role in welcoming new hires, guiding them through their first 60 days, and ensuring they have the tools and confidence to thrive in their roles.</p><p></p><p><br>
Responsibilities:</p><ul><li>
Ensure new hires meet all safety policies and expectations.
</li><li>Manage the onboarding experience from day 1 through 60 days or until qualification.
</li><li>Provide hands-on training on the production floor (90&ndash;95% of your time).
</li><li>Track and evaluate training progress, attendance, and qualification status.
</li><li>Foster positive relationships between new hires and supervisors.
</li><li>Assist with monthly Alchemy training and provide administrative support.
</li><li>Collaborate with HR and Operations to ensure successful onboarding.
</li><li>Participate in HR and company committees.</li><li>
Other duties as assigned.</li></ul><p></p><p><br>
What You&rsquo;ll Need:</p><ul><li>
Education: High school diploma or equivalent required; college coursework in HR or Communications preferred.</li><li>
Experience: Previous training experience preferred; positive and motivated attitude.</li><li>
Skills: Bilingual English/Spanish required. Strong communication skills and professional demeanor; ability to work in hot/cold environments and stand for long periods; excellent organizational and time management skills; flexible schedule (including weekends as needed); independent, confident, and reliable with great attendance.</li></ul><p></p><p><br>
Why Work for Pilgrim&rsquo;s?</p><ul><li>
Schedule: Night shift, Sunday-Thursday with occasional weekends and holidays;</li><li>
Benefits: Vision, Medical, and Dental coverage begin after 60 days of employment;</li><li>
Paid Time Off: Sick leave, vacation, company-observed holidays or, any other statutorily required paid leave;</li><li>
401(k): company match begins after the first year of service and follows the company vesting schedule;
</li><li>Base hourly salary of $25.20/hr;</li><li>
Career Development: Our company is dedicated to supporting professional growth by offering continuous learning opportunities and a focus on career growth through various learning and development programs;</li><li>
Better Futures</li></ul><p></p><p><br>
The Company is dedicated to ensuring a safe and secure environment for our team members and visitors. To assist in achieving that goal, we conduct drug, alcohol, and background checks for all new team members post-offer and prior to the start of employment. The Immigration Reform and Control Act requires that verification of employment eligibility be documented for all new employees by the end of the third day of work.</p><p><br>
</p><p>About us: Pilgrim&rsquo;s is a leading global food company with more than 62,000 team members worldwide. The company processes, prepares, packages, and delivers fresh, frozen, and value-added food products for customers in more than 100 countries. Pilgrim&rsquo;s operates protein processing plants and prepared foods facilities in 14 states, Puerto Rico, Mexico, the U.K, the Republic of Ireland and continental Europe.</p><p></p><p><br>
Our mission: To be the best in all that we do, completely focused on our business, ensuring the best products and services to our customers, a relationship of trust with our suppliers, profitability for our shareholders and the opportunity of a better future for all of our team members.</p><p><br>
</p><p>Our core values are: Availability, Determination, Discipline, Humility, Ownership, Simplicity, Sincerity</p><p><br>
</p><p>EOE, including disability/vets</p><p></p><p><br>
Unsolicited Assistance: JBS and its companies do not accept unsolicited assistance from any recruitment vendors for any of our open jobs. All resumes or candidate profiles submitted by recruitment vendors or headhunters to any employee at JBS and its companies or via the applicant tracking system, in any form without a valid written request and search agreement previously approved by HR, will be solely owned by JBS and its companies. No fees will be paid should the candidate be hired by JBS and its companies because of an unsolicited referral.</p></div><p></p>

Onboarding Specialist - Bilingual Spanish

HealthDrive

<div>Overview:
<div>
The Corporate Recruiter and Onboarding Specialist will facilitate the in-house Corporate Recruitment, support the Provider Recruitment team with new hires and facilitate the onboarding, as well as orientation process for new hires, both Corporate staff and Providers. This position is integral in creating an exceptional experience for every candidate. The person in this role will work in partnership with a variety of corporate department stakeholders, recruitment team members, the Executive Management Team, Hiring Managers, and other subject matter experts to recruit, onboard, credential, foster relationships, provide administrative support and orientation facilitation. The Corporate Recruiter and Onboarding Specialist will develop a thorough understanding of the recruiting, onboarding and orientation best practices to support the company&rsquo;s full cycle recruitment process.</div><div></div><div><br>
The hourly pay range for this position is $25.00 - $28.00 per hour, depending on related experience.</div><div></div><div><br>
What's in it for you: PPO Medical, Dental, and Vision Insurance, 401(k) + Company match, Paid Time Off, remote schedule opportunity, Verizon Wireless, Dell, and other employee discounts, profit sharing, and employee referral bonuses.</div><div></div><div><i><br>
HealthDrive delivers on-site dentistry, optometry, podiatry, audiology, behavioral health, and primary care services to residents in long-term care, skilled nursing, and assisted living facilities. Each specialty offered by HealthDrive is one that directly impacts the quality of daily life for the deserving residents we serve. HealthDrive connects patients in need of vital healthcare to doctors committed to dignity and excellence.</i></div>
Responsibilities:
<ul><li>Source, screen, and present candidates to corporate hiring managers for their open requisitions.<ul><li>
Post jobs in company platforms</li><li>
Outbound recruitment and sourcing activities as necessary</li></ul></li><li>
Manage corporate and provider new hire onboarding process including the following:</li><li>
Manage receipt of all required documentation</li><li>
Ensure all required documents are received in-house prior to start date</li><li>
Communicate with appropriate teammates on potential delays in start date due to documentation/credentialing issues</li><li>
Troubleshoot potential issues with license and credentialing</li><li>
Coordinate all Orientation training schedules and Shadow Days</li><li>
Confirming days/times for Orientation sessions</li><li>
Sending all Outlook meeting invitations</li><li>
Hosting all Orientations</li><li>
Update candidate records in our applicant tracking system as well as the HealthDrive Credentialing App. with credentials and onboarding materials as appropriate</li><li>
Serve as a resource and contact for corporate and provider candidates throughout the Onboarding process</li><li>
In conjunction with Accounts Payable &amp; VP of Provider Recruitment and Onboarding, reconcile the Onboarding process expenses on a monthly basis</li><li>
Ongoing collaboration with Health Drive SMEs on potential process improvements</li><li>
Work with recruitment leadership and Human Resources to design and implement Onboarding and Orientation processes that are sustainable, scalable, and support the needs of the business</li></ul><br>
<div></div>
Qualifications:
<p>
This individual must possess confidence, experience, and skills to support organizational activities. They must have the ability to manage conflict, be a good communicator, active listener, and possess strong decision-making skills.</p><ul><li>
Detail-oriented with effective time management, organizational, and problem-solving skills</li><li>
Experience in optimizing processes and increasing efficiencies</li><li>
Ability to troubleshoot scheduling issues as they arise</li><li>
Excellent written/oral communication skills with the ability to interact effectively with team members and candidates at all levels with professionalism, tact, and diplomacy</li></ul><div>
To qualify for this role, the individual must have a minimum of a Bachelor&rsquo;s Degree in Business Administration or a related field and/or a minimum of 2 years of equivalent work experience.</div></div>

Corporate Recruiter and Onboarding Specialist

Trucordia

<div>
 1 Source Business Solutions, a leading provider of outsourced HR services, is a fast-growing PEO (HR) company seeking an experienced Receptionist/Administrative Assistant who has exceptional customer service skills. We are looking for a detail-oriented individual who thrives on assisting our clients with their payroll and administrative needs. This individual must be a leader, capable of setting the stage and giving direction, while also being a team player who works well with others. The ideal candidate will be a self-starter eager to learn and grow with us.
 <br/>
 <br/>
 This is a full-time position with benefits available and offers an excellent opportunity to join a company that values professional development and growth.
 <br/>
 <br/>
 <strong>
  Job Description
  <br/>
  <br/>
 </strong>
 <strong>
  Key Responsibilities
  <br/>
  <br/>
 </strong>
 Client &amp; Employee Experience
 <br/>
 <br/>
 <ul>
  <li>
   Serve as a first point of contact for clients, employees, and visitors via phone, email, and in person
  </li>
  <li>
   Provide professional, timely, and courteous support to client and employee inquiries
  </li>
  <li>
   Build and maintain positive relationships by delivering a high level of service and responsiveness
  </li>
  <li>
   Assist clients and employees with general questions related to onboarding, payroll processes, and documentation
   <br/>
   <br/>
  </li>
 </ul>
 New Hire Onboarding &amp; Compliance
 <br/>
 <br/>
 <ul>
  <li>
   Coordinate and manage new hire onboarding processes, ensuring timely completion of all required documentation
  </li>
  <li>
   Assist employees with completion of I-9, W-4, and other federal, state, and company-specific forms
  </li>
  <li>
   Verify documentation for accuracy and completeness in compliance with federal and state regulations
  </li>
  <li>
   Enter and maintain new hire data within payroll and HR systems
  </li>
  <li>
   Track onboarding status and follow up as needed to ensure deadlines are met
   <br/>
   <br/>
  </li>
 </ul>
 Administrative &amp; Front Office Support
 <br/>
 <br/>
 <ul>
  <li>
   Manage front desk operations, including greeting visitors and directing inquiries appropriately
  </li>
  <li>
   Maintain organized electronic and physical records with strict attention to confidentiality
  </li>
  <li>
   Assist with general administrative tasks such as document preparation, scanning, filing, and data entry
  </li>
  <li>
   Support internal teams with onboarding-related coordination and communication
   <br/>
   <br/>
  </li>
 </ul>
 Process Improvement &amp; Collaboration
 <br/>
 <br/>
 <ul>
  <li>
   Identify opportunities to improve onboarding workflows and client experience
  </li>
  <li>
   Collaborate with internal departments to ensure seamless service delivery
  </li>
  <li>
   Maintain up-to-date knowledge of onboarding requirements, policies, and procedures
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Qualifications
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   High school diploma or equivalent
  </li>
  <li>
   Strong customer service and interpersonal skills
  </li>
  <li>
   Excellent attention to detail and organizational skills
  </li>
  <li>
   Ability to handle sensitive and confidential information with discretion
  </li>
  <li>
   Proficiency in basic office software (email, word processing, spreadsheets)
  </li>
  <li>
   Strong written and verbal communication skills
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Additional Information
  <br/>
  <br/>
 </strong>
 <strong>
  Please see our company Benefits:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   401(k)
  </li>
  <li>
   401(k) matching
  </li>
  <li>
   Dental insurance
  </li>
  <li>
   Flexible spending account
  </li>
  <li>
   Health insurance
  </li>
  <li>
   Life insurance
  </li>
  <li>
   Paid time off
  </li>
  <li>
   Retirement plan
  </li>
  <li>
   Vision insurance
   <br/>
   <br/>
  </li>
 </ul>
 Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.
</div>


Client Experience & Onboarding Specialist

University of Wisconsin–Madison

<div><p><i>Current employees: if you are currently employed at any of the universities of wisconsin, log in to workday to apply through the internal application process.</i></p><p></p><p>
Job category:</p>
Academic Staff<p></p><p>
Employment type:</p>
Regular<p></p><p>
Job profile:</p>
Administrative Specialist<p></p><p>
Job summary:</p><p>
The Clinical Research Onboarding &amp; Education Specialist will serve as a key member of the education team within the Clinical Research Central Office (CRCO), serving at the direction of the Clinical Research Education Manager for the University of Wisconsin Carbone Cancer Center (UWCCC). The CRCO is a large team of over 90 staff that serves approximately 250 Principal Investigators engaged in human subjects' oncology research at UWCCC. This incumbent is dedicated to the onboarding/offboarding of clinical research staff, maintaining internal and external websites (Knowledge Base), and assisting with creating online education courses and training videos. The Clinical Research Onboarding &amp; Education Specialist is also responsible for managing the professional certification program, supervising student employees, tracking institutional training, creating documentation, and completing other projects and administrative tasks assigned by the Education Manager. A successful Clinical Research Onboarding &amp; Education Specialist must be effective at working with a wide variety of individuals within the organization, able to handle multiple projects simultaneously, and work independently using initiative and sound judgement. This position is 90% remote and 10% onsite.</p><p></p><ul>
<li><p>
This position is full or part-time, 80% - 100%</p></li>
<li><p>
This position may require some work to be performed in-person, onsite, at a designated campus work location. Some work may be performed remotely, at an offsite, non-campus work location.</p></li>
</ul><p></p><p>
Candidates who demonstrate the following knowledge, skills, and abilities will be given first consideration:
</p><div><div><ul><li><p>Effective oral and written communication skills with peers, superiors, senior administrators, and staff in other units within the organization as well as external entities</p></li></ul></div>
<div><ul><li><p>
Knowledge of Microsoft Office applications including Word, PowerPoint, Outlook and Teams.</p></li></ul></div>
<div><ul><li><p>
Ability to learn independently, take initiative, be resourceful, and handle multiple tasks/projects simultaneously</p></li></ul></div>
<div><ul><li><p>
Proven analytical and prioritization skills, problem solving, attention to detail, and organizational skills.</p></li></ul></div>
<div><ul><li><p>
Ability to lead meetings and activities in a team environment</p></li></ul></div>
<div><ul><li><p>
Knowledge of clinical research</p></li></ul></div></div><p></p><div><p><br>
</p></div><p></p><p>Key job responsibilities:</p><ul><li><p>
Schedules logistics and secures resources for a designated work unit to contribute to the day-to-day operational success</p></li></ul><ul><li><p>
Analyzes data and trends, compiles progress reports, and provides appropriate recommendations or conclusions in support of the assigned operational work unit(s)</p></li></ul><ul><li><p>
Serves on committees and attends meetings, representing the interests of the unit or program</p></li></ul><ul><li><p>
Assists, recommends, and advises staff on unit or program administrative issues, personnel matters, and budgetary problems</p></li></ul><ul><li><p>
Implements and executes established policies and procedures for a designated work unit to adhere to unit objectives and to align with established strategies</p></li></ul><p></p><h1 class="jobSectionHeader">
Department:</h1><p>
School of Medicine and Public Health, Carbone Cancer Center, CR Central Office CRCO:</p><p><br>
Our mission is a commitment to defeating cancer through rapid application of groundbreaking research, prevention, and treatment. The University of Wisconsin (UW) Carbone Cancer Center has been an NCI-Designated Comprehensive Cancer Center since 1973. UW Carbone is an integral part of the UW School of Medicine and Public Health and UW Health, bringing together more than 330 physicians and scientists from 50 departments and nine schools to conduct research and translate laboratory discoveries into new patient treatments. UWCCC builds community by creating a collaborative, respectful, and welcoming environment in which all faculty, students, and staff will thrive.</p><p></p><h1 class="jobSectionHeader">
Compensation:</h1><p>
The starting salary for the position is $60,000 annually; but is negotiable based on experience and qualifications.</p><p></p><p>
Employees in this position can expect to receive benefits such as generous vacation, holidays, and sick leave; competitive insurances and savings accounts; retirement benefits.</p><p></p><h1 class="jobSectionHeader">
Required Qualifications:</h1><div><ul><li><p>
Two years of related professional work experience</p></li></ul></div><div>
<ul><li><p>
Strong working knowledge of Microsoft Office</p></li></ul><p><br>
</p></div><h1 class="jobSectionHeader">Preferred Qualifications:</h1><div>
<div>
<div><ul><li><p>Clinical research experience</p></li></ul></div>
<div><ul><li><p>
3-4 years of related professional work experience</p></li></ul></div>
<div><ul><li><p>
Experience with utilizing video/editing software</p></li></ul></div>
</div>
<div><div><ul><li><p>Experience with HTML basics</p></li></ul></div></div>
</div><div>
<p></p><h1 class="jobSectionHeader">Education:</h1>
</div><p>
Bachelor&rsquo;s Degree preferred or equivalent professional experience considered.</p><p></p><h1 class="jobSectionHeader">
How to Apply:</h1><p>
For the best experience completing your application, we recommend using Chrome or Firefox as your web browser.</p><p></p><p>
To apply for this position, select either &ldquo;I am a current employee&rdquo; or &ldquo;I am not a current employee&rdquo; under Apply Now. You will then be prompted to upload your application materials.</p><div>
Important: The application has only one attachment field. Upload the following documents in that field, either as a single combined file or as multiple files in the same upload area.<br>
<br>
<ul><li>Cover letter (required)</li><li>Resume (required)</li></ul></div><p><br>
Your cover letter should address how your training and experience aligns with the required and preferred qualifications listed above. Application reviewers will rely on these written materials to determine which applicants move forward in the process. References will be requested from final candidates. All applicants will be notified once the search concludes and a candidate is selected.</p><p></p><p>
University sponsorship is not available for this position, including transfers of sponsorship and TN visas. The selected applicant will be responsible for ensuring their continuous eligibility to work in the United States (i.e. a citizen or national of the United States, a lawful permanent resident, a foreign national authorized to work in the United States without the need of an employer sponsorship) on or before the effective date of appointment. This position is an ongoing position that will require continuous work eligibility. If you are selected for this position, you must provide proof of work authorization and eligibility to work.</p><p>
The department will not be able to support a request for a J-1 waiver. If you choose to pursue a waiver and apply for our position, neither the UW nor UWMF will reimburse you for your legal or waiver fees.</p><p><br>
</p><div><h1 class="jobSectionHeader">Contact Information:</h1></div><p>
Devonne Tucker, dtucker@wisc.edu 608-263-9404</p><p>
Relay Access (WTRS): 7-1-1. See RELAY_SERVICE for further information.</p><p></p><p>
Institutional statement on diversity:</p><p>
Diversity is a source of strength, creativity, and innovation for UW-Madison. We value the contributions of each person and respect the profound ways their identity, culture, background, experience, status, abilities, and opinion enrich the university community. We commit ourselves to the pursuit of excellence in teaching, research, outreach, and diversity as inextricably linked goals.<br>
<br>
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Clinical Research Onboarding & Education Specialist

First Command Financial Services

<div><p><b>How will this role impact First Command?</b></p>
<p>
One of First Command&rsquo;s strategic priorities is to grow our number of selling Advisors so we may continue to &ldquo;Coach those who serve in their pursuit of financial security.&rdquo; The Advisor Onboarding team plays a critical operational role in effectively and efficiently converting individuals we recruit into First Command Advisors.</p>
<p>
The Onboarding Cohort Leader plays an integral role in the initial licensing phase for new Advisor Trainees (ATs) at First Command and greatly impact the future growth of the advisor force. They are responsible for improving initial licensing throughput rates, by engaging with and coaching ATs and providing oversight of the licensing pipeline to all relevant stakeholders. They ensure all ATs understand their expectations and are provided all the tools and resources available to successfully pass the required FINRA and State exams.</p>
<p><b>
What will the employee do in this role?</b></p>
<ul>
<li>Establishes a coaching relationship with each new Advisor Trainee (ATs) by scheduling an initial 1:1 Welcome Call once they have cleared their background check</li>
<li>Provides each AT with a cohort study plan which outlines the cohort weekly objectives then works with them to personalize their plan for staying on track</li>
<li>Works with vendor partner to organize and facilitate the engagement with the AT for weekly cohort huddles calls and periodic instructor led focus sessions</li>
<li>Ensures each AT has study materials ordered on time for the cohort launch</li>
<li>Monitors and reports on each AT study progress weekly</li>
<li>Engages ATs weekly in support of their exam preparation</li>
<li>Coordinates and schedules 1:1 weekly check-in calls with each AT</li>
<li>Schedules 1:1 coaching calls, as needed, for more detailed guidance and support aimed at assisting ATs with staying on pace or catching up with their assigned study cohort</li>
<li>Ensures every ATs has access and understands how to use all the resources provided to help them successfully prepare for and pass all required exams</li>
<li>Opens exam windows through FINRA when standards for doing so are met and assists them with getting exams scheduled</li>
<li>Ensures all exam preparation and licensing activity data is recorded appropriately to ensure accurate and timely reporting to all stakeholders</li>
<li>Supports the Recruiting &amp; Onboarding leadership team and reports regularly on the progress of the ATs in their pipeline</li>
</ul>
<p><b>Skills &amp; Qualifications</b></p>
<p><b>
Education</b></p>
<ul>
<li>Bachelor's degree or the equivalent combination of education and work experience required</li>
</ul>
<p><b>Work Experience</b></p>
<ul>
<li>3-5+ years in a professional office environment with emphasis on customer service and support is required</li>
<li>1+ year of experience in or knowledge of the securities registration and insurance licensing processes is preferred</li>
<li>Any coaching or teaching experience is considered a plus</li>
</ul>
<p><b>Certifications</b><b>
</b></p><ul><li>Securities Industry Essentials (SIE) exam preferred (will pay for licensing)</li>
<li>Series 6 or 7 licenses preferred (will pay for licensing)</li>
</ul>
<p><b>Required Knowledge, Skills and Abilities</b></p>
<ul>
<li>Proven experience working in a professional and service-oriented office environment</li>
<li>Excellent written and verbal communication skills</li>
<li>Ability to use independent judgment to plan and organize work</li>
<li>Demonstrated ability to work with and be entrusted with confidential client information</li>
<li>Must be able to multitask and prioritize tasks effectively in a fast-paced environment</li>
<li>Rapidly solve problems, recognize potential issues, and make decisions as quickly as possible while obtaining and maintaining all required regulatory standards</li>
<li>Demonstrate strong attention to detail and accuracy skills</li>
<li>Ability to work well under pressure and within deadlines</li>
<li>Possess strong organizational skills</li>
<li>Ability to work well with others</li>
<li>Collaborative problem-solving skills</li>
<li>Knowledge of RegEd licensing system a plus</li>
<li>Advanced computer skills and proficiency in Microsoft Office applications and AS400 (preferred)</li>
</ul>
<p>#LI-NC1 #LI-hybrid</p></div>

Advisor Onboarding Cohort Lead

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