<h3>Job Description</h3>
Job DescriptionOverview
Company Overview:
Allied Universal®, North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you will be part of a team that contributes to a culture that positively impacts the communities and customers we serve. We offer a comprehensive benefits package that may include medical, dental, and vision coverage, life insurance, a retirement plan, employee assistance programs, company discounts, and other perks, depending on the position and eligibility.
Job Description:
Job Description
Allied Universal® is hiring a Onboarding Specialist. The Onboarding Specialist will be the primary proctor of the New Employee Orientation (NEO), the first introduction to the new hire at Allied Universal. The role is designed to set the tone for the security professional experience. It is also the first phase of the Security Professional Onboarding and Development program
RESPONSIBILITIES:
<ul>
<li>Prepare for New Employee Orientation (NEO) daily; ensure classroom has the necessary tools (welcome packets, drug test kits, Chromebooks, headphones, pay cards, etc.) required to complete orientation</li>
<li>Proctor NEO; review welcome kit, verify Form I-9 documents, administer drug tests</li>
<li>Initiate onboarding documents via Applicant Tracking System (ATS) (e.g., iCIMS)</li>
<li>Complete employer section of Form I-9 documents</li>
<li>Update iCIMS - ensure all required iForms are complete</li>
<li>Advance new hire in WinTeam (WT)</li>
<ul>
<li>Update required fields in WT</li>
<li>Enter compliance codes</li>
<li>Enter direct deposit</li>
</ul>
<li>Ensure orientation is completed by new hire (3 lessons and final exam)</li>
<li>Enter rehires into WT; update employee information in WT</li>
</ul>
QUALIFICATIONS:
<ul>
<li>High School diploma or equivalent</li>
<li>Prior work experience in a professional administrative environment</li>
<li>Able to focus and multi-task in a busy environment</li>
<li>Ability to successfully handle stressful situations in a calm and professional manner</li>
<li>Effective management skills; able to coordinate with multiple employees with diverse personalities and engage them to perform at optimum levels</li>
<li>Highly proficient and fully functional in all Microsoft Office applications and able to effectively utilize all available office management technology</li>
<li>Ability to take initiative, successfully handle and prioritize multiple competing assignments and effectively manage deadlines</li>
</ul>
PREFERRED QUALIFICATIONS:
<ul>
<li>College degree in business, human resources, or related field of study</li>
<li>Human resources and/or recruiting experience</li>
<li>Experience using iCIMS or other Applicant Tracking System</li>
<li>Experience using WinTeam or other Human Resources Information System</li>
<li>Experience using DOMO or other business intelligence tool</li>
</ul>
BENEFITS:
<ul>
<li>Medical, dental, vision, basic life, AD&amp;D, and disability insurance</li>
<li>Enrollment in our company's 401(k)plan, subject to eligibility requirements</li>
<li>Eight paid holidays annually, five sick days, and four personal days</li>
<li>Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law.</li>
</ul>
Closing
Allied Universal® is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: <a href="http://www.aus.com" target="_blank">www.aus.com</a>
If you have any questions regarding Equal Employment Opportunity, have difficulty using the online system and require an alternate method to apply, or require an accommodation at any time during the recruitment and/or employment process, please contact our local Human Resources department. To find an office near you, please visit: <a href="http://www.aus.com/offices" target="_blank">www.aus.com/offices</a>.
Requisition ID 2025-1452377

Onboarding Specialist

<h3>Job Description</h3>
Job Description
Onboarding Specialist
At Butterfly Effects, families are at the center of everything we do, and we recognize that our team members make all the difference. We are committed to creating meaningful change for children and families affected by autism, and we are looking for an Onboarding Specialist who shares that passion.
In this fast-paced and highly visible role, you will ensure that new team members - the individuals who help deliver on our mission - experience a smooth, efficient, and welcoming transition into the organization. Because this is a high-volume position, you will need to move quickly, stay organized, and manage multiple tasks with precision and care.
This hybrid position is based in our Deerfield Beach, Florida office.
Our families deserve the best, and that is why we hire the best. This role requires someone who is tech-savvy, detail-oriented, and motivated to improve the way we support our onboarding employees.
What Will You Be Doing?
<ul>
<li>Work in a fast-paced, high-volume environment to create a seamless and positive onboarding experience for new hires.</li>
<li>Create an excellent and welcoming experience for every new team member - after all, you are the ambassador of first impressions, shaping the early moments that set the tone for a meaningful and successful career with us.</li>
<li>Provide responsive, professional communication to new team members by answering questions and resolving concerns with empathy and clarity.</li>
<li>Ensure applicants move through the onboarding process in a timely manner while meeting all background and compliance requirements.</li>
<li>Complete HR data entry, systems setup, onboarding paperwork, and electronic filing accurately and efficiently.</li>
<li>Schedule and coordinate orientation meetings to support a smooth start for each new hire.</li>
</ul>
Who Are You?
<ul>
<li>1+ years of experience in an administrative role involving high volume, coordination, and communication. Experience in onboarding, recruiting, or HR is a plus.</li>
<li>Demonstrated ability to manage detailed administrative and data entry processes in a fast-moving environment.</li>
<li>Ability to work independently, prioritize workload, and deliver accurate results on time while managing multiple responsibilities.</li>
<li>Strong organizational and problem-solving skills, with the flexibility to adapt to changing priorities and needs.</li>
<li>Proficient in email and text communications; experience with HRIS systems is a plus.</li>
<li>Excellent interpersonal, written, and verbal communication skills, including active listening and a solution-oriented approach.</li>
</ul>
What's In It for You?
<ul>
<li>A mission you can believe in and a team you will be proud to support.</li>
<li>Competitive compensation and benefits package.</li>
<li>An opportunity to grow your career within a mission-driven organization that values people as much as performance.</li>
<li>An open and transparent company culture that encourages collaboration and continuous improvement.</li>
<li>First-hand experience working at an industry leader in a period of exciting growth.</li>
</ul>
Why Us?
Children and families are at the heart of our work, and we take care of the people who make all the difference - people like you.
You will gain a sense of purpose knowing your contributions make a meaningful impact on the lives of children and families across the country. Your work will directly support our vision to expand access to life-changing ABA therapy and help even more families thrive.
Who Are We?
Butterfly Effects has served more than 14,000 families since our inception in 2005. We have a long history of improving the lives of children and families affected by autism spectrum disorder through our family-centric applied behavior analysis (ABA) approach. Our mission is to deliver ABA treatment in partnership with families affected by autism to foster a more joyous life.
Our butterfly logo was chosen as a symbol of love, rebirth, and metamorphosis. Together, the name and logo represent our shared purpose and deep commitment to helping families create lasting change through individualized ABA therapy.
For more information, please visit <a href="http://www.butterflyeffects.com" target="_blank">www.butterflyeffects.com</a>.
 Job Posted by ApplicantPro

<h3>Job Description</h3>
Job Description
Help at Home is hiring an Onboarding Specialist!&nbsp;
Help at Home is the nation’s leading provider of high-quality support services to seniors and people with disabilities. Our clients need us more than ever to continue living independently in their own homes, while staying safe from high-risk facilities.&nbsp;&nbsp;
Help at Home leads the home care industry in protecting our clients, caregivers and employees. We provide priority vaccine access, a ready supply of quality PPE, and up-to-date training.&nbsp;
The Onboarding Specialist is responsible for providing onboarding support for our field staff. Onboarding Specialists are the point of contact for questions surrounding onboarding and compliance. Demonstrates respect, efficiency, and excellent communications, and maintains positive working relationships with colleagues.
BENEFITS:
Help at Home strives to be an employer of choice in your community and our employees are the foundation of our work. Eligible staff have the opportunity to enroll in a wide variety of benefit programs, along with lucrative bonuses in certain areas.&nbsp;
We offer a variety of in-depth training opportunities in order to provide our staff with the tools to be successful. Help at Home also offers strong career path possibilities for those employees who are committed to growing within the organization.&nbsp;
DUTIES/RESPONSIBILITIES:
<ul>
<li>Ensure all new hires comply with company, Federal, and State regulations required for employment.</li>
<li>Manage the onboarding process for assigned applicants. Create necessary profiles in various systems to ensure timely and accurate information is stored and tracked throughout the onboarding process.</li>
<li>Employment eligibility and verification:</li>
<li>Administer background checks and discretionary risk assessments, completion of I-9s, references, EPS Staff Checks, Social Security Verifications, and certification authentication, etc.</li>
<li> </li>
<li>Compliance:</li>
<li>Maintain application profiles in Applicant Tracking System.</li>
<li>Gather and process employee fil paperwork and ensure quality and accuracy of all documents.</li>
<li>Communication:</li>
<li>Completes outbound phone calls to assigned applicants at least two times per week.</li>
<li>Follows up with text message and email communication when phone calls are unsuccessful.</li>
<li>Maintains a positive working relationship with all areas of the business. Regularly communicates with direct supervisors to address concerns and offer solutions.</li>
<li>May also perform skilled administrative tasks including:</li>
<li>Maintain confidential records (office employee files, health records, protected information).</li>
<li>Answer phones, file, copy, fax, scan etc. as required.</li>
<li>Participates in staff meetings, company sponsored trainings and team meetings as directed.</li>
<li>Performs other job-related duties as assigned.</li>
</ul>
REQUIRED SKILLS/ABILITIES:
<ul>
<li>Proven experience in onboarding in high-volume, non-exempt hiring.</li>
<li>Excels at problem solving and isn’t afraid to change courses when things aren’t working.</li>
<li>Focuses on what we can control and is a good influencer in the business.</li>
<li>Understands the candidate and field experience is key to achieving our goals.</li>
<li>Sets a great example to the team by consistently achieving goals and having a positive attitude.</li>
<li>Flexibility to adapt to a dynamically changing environment.</li>
</ul>
EDUCATION AND EXPERIENCE:
<ul>
<li>Prior office experience including data entry and compliance review.</li>
<li>Intermediate computer skills (Microsoft Suite).</li>
<li>Customer service and high phone volume experience preferred.</li>
</ul>
PHYSICAL REQUIREMENTS:
<ul>
<li>Typical office setting, indoor and extensive use of computer.</li>
<li>Minimal lifting, bending but role typically requires long periods of sitting.</li>
<li>Ability to travel between assigned locations as needed.</li>
</ul>
Data Security and Privacy Statement:
At Help at Home, we prioritize protecting your personal information during the hiring process. We comply with all relevant data privacy regulations, including HIPAA and SOX where applicable. Your data will only be used to assess your employment suitability and won't be shared with unauthorized parties.
We use strong security measures to protect your information from unauthorized access or disclosure. By submitting your application, you consent to this process. You can access, modify, or request deletion of your data by contacting us.
Employees must adhere to our data protection policies and legal requirements to safeguard sensitive information.

<h3>Job Description</h3>
Job Description
Role Overview
As an Onboarding Specialist at LIFELENZ, you will play a critical role in guiding new clients through the implementation process, ensuring a smooth transition from sales to delivery and a successful go-live. The role demands a professional who can balance technical execution with client-facing empathy. It requires someone who thrives in working directly with clients, guiding them through complex deployments, and ensuring they feel supported every step of the way. It also demands strong attention to detail, clear communication, and the ability to manage multiple onboarding projects simultaneously. It calls for adaptability in a fast-paced environment, the discipline to follow structured processes, and the creativity to solve problems as they arise. Above all, the role requires a client-first mindset—delivering onboarding experiences that not only meet timelines and expectations but also establish trust and lay the foundation for long-term client success.
Key responsibilities
<ul>
<li>Support the end-to-end onboarding process, from kick-off through go-live and post-launch stabilization.</li>
<li>Act as a day-to-day point of contact for new clients during onboarding, ensuring clear communication, timely updates, and issue resolution.</li>
<li>Collaborate with internal teams (Solutions, Product, Engineering, Customer Success) to ensure configuration, integrations, and deliverables are aligned to client needs.</li>
<li>Facilitate project tracking, documentation, and reporting to keep onboarding projects on schedule.</li>
<li>Assist in developing training materials, client guides, and knowledge base content to empower client teams.</li>
<li>Conduct training sessions, demos, and workshops to ensure client users are confident and prepared for go-live.</li>
<li>Monitor onboarding metrics such as time-to-go-live, adoption milestones, and satisfaction surveys to ensure continuous improvement.</li>
<li>Capture and escalate client feedback to the Client Onboarding Manager to refine processes and inform product development.</li>
<li>Provide support for UAT, testing, and go-live readiness, helping clients troubleshoot and validate system performance.</li>
<li>Ensure smooth handoffs to Customer Success and Account Management teams once onboarding is complete.</li>
</ul>
Knowledge, Experience, Competencies
<ul>
<li>2–4+ years of experience in client onboarding, implementation, or customer-facing roles within SaaS, technology, or enterprise B2B environments.</li>
<li>Familiarity with enterprise software deployments, including configuration, integrations, and user training.</li>
<li>Strong background in client communication and relationship management.</li>
<li>Experience with project tracking tools (e.g., JIRA, Asana, Salesforce, or equivalent).</li>
<li>Exposure to customer success, delivery, or support functions a plus.</li>
</ul>
Competencies
<ul>
<li>Client-Centric Mindset: Dedicated to delivering a smooth, high-value onboarding experience.</li>
<li>Communication Skills: Clear, professional, and empathetic communicator with clients and internal stakeholders.</li>
<li>Organizational Skills: Ability to manage multiple onboarding projects and prioritize tasks effectively.</li>
<li>Collaboration: Team player who can partner across delivery, product, and engineering functions.</li>
<li>Problem-Solving: Ability to quickly assess issues, troubleshoot, and escalate when necessary.</li>
<li>Adaptability: Thrives in a fast-paced, scaling organization where priorities may shift.</li>
<li>Attention to Detail: Ensures project tasks, client documentation, and onboarding materials are accurate and complete.</li>
<li>Growth-Oriented: Willingness to learn, improve, and contribute to evolving onboarding practices.</li>
</ul>
Salary: $50,000-$90,000

<h3>Job Description</h3>
Job Description
Lifetime Assistance – Onboarding Specialist
Make an Impact. Create Joy. Shape the Future.
At Lifetime Assistance, our mission is to foster independence, dignity, and respect for individuals with intellectual and developmental disabilities. Working with us goes beyond just a job—it’s a chance to transform lives, including your own.
Position Overview:
Job Title: Onboarding Specialist Location: 425 Paul Road, Rochester, NY 14624
Department: Human Resources Employment Type: Full Time - 40 Hours Weekly Starting Wage: $23 - $25 per hour 
Why You Should Work for Lifetime Assistance?
<ul>
<li>No-Premium Health Insurance: Access comprehensive healthcare without added cost.</li>
<li>Education Support: Access tuition assistance, scholarships — 50% off tuition for two courses per semester plus up to $3,000 Scholarship per semester — plus micro-credential stipends up to a $750 and SUNY partnerships.</li>
<li>Paid Training &amp; Coaching: Receive hands-on onboarding with a Success Coach, immersive learning, e-learning, and ongoing paid training.</li>
<li>Career Growth: Clear pathways to advancement, leadership training, and coaching support.</li>
<li>Work-Life Harmony: Flexible scheduling and generous paid time off ensure sustainable balance.</li>
<li>Join a Caring Culture: Be part of a compassionate, mission-driven team that values every person — both those we support and our employees alike.</li>
</ul>
Your Core Responsibilities:
Onboarding Process Coordination:
<ul>
<li>Maintain accurate status updates in the Applicant Tracking System (ATS) throughout the onboarding process.</li>
<li>Establish onboarding accounts and send instructional welcome emails within 24 hours of new hire assignment.</li>
<li>Ensure all hiring paperwork is submitted by new hires.</li>
<li>Contact new hires within 24 hours of assignment to initiate the onboarding process and establish a supportive relationship as their main point of contact throughout the onboarding process.</li>
<li>Send TB screening authorization to the lab and track clearance status.</li>
</ul>
Compliance &amp; Background Checks:
<ul>
<li>Initiate and complete the required background checks (for example: MHL, Fingerprinting, SCR and MetroData when applicable) within 24 hours of assignment.</li>
<li>Conduct additional screenings as needed and escalate concerns to the Director of Talent Acquisition.</li>
<li>Monitor and update the CBC database within 14 days of hire date, post-confirmation of new hire orientation attendance.</li>
<li>Track and follow up on TB screening documentation and liaise with providers when necessary.</li>
</ul>
Documentation &amp; Records Management:
<ul>
<li>Ensure all hiring documentation is submitted to the Director of Talent Acquisition by the Wednesday prior to New Employee Orientation.</li>
<li>Verify I-9 identification and complete timeclock setup at New Employee Orientation (arrive 15 minutes early).</li>
<li>Maintain accurate records of required document completion and address any discrepancies or missing documentation.</li>
</ul>
Communication &amp; Collaboration:
<ul>
<li>Serve as the primary point of contact for new hires throughout the onboarding process.</li>
<li>Collaborate closely with recruiters and the Director of Talent Acquisition to identify and resolve any onboarding delays or compliance issues.</li>
<li>Notify appropriate personnel when onboarding requirements are not met by the deadline.</li>
</ul>
Performance &amp; Reporting:
<ul>
<li>Meet onboarding targets and key performance indicators on a weekly, monthly, and quarterly basis.</li>
<li>Provide regular updates and communicate any barriers to meeting onboarding objectives. </li>
</ul>
What You Bring:
<ul>
<li>Experience with HR systems, ATS platforms, and digital documentation preferred.</li>
<li>Prior experience in onboarding, HR, or administrative coordination preferred.</li>
<li>Must have reliable transportation.</li>
<li>Must pass all required background checks and clearances (e.g., SCR, Fingerprinting, SEL, MHL).</li>
<li>Excellent communication and customer service skills.</li>
<li>Detail-oriented with strong organizational and time management abilities.</li>
<li>Ability to work independently and as part of a collaborative HR team.</li>
<li>Strong computer proficiency, including Microsoft Office and video conferencing platforms.</li>
<li>Familiarity with HR documentation standards and hiring compliance protocols.</li>
</ul>
Our Mission &amp; Culture:
<ul>
<li>Mission-Driven Work: Empowering individuals to live with independence and purpose—here, your work truly matters.</li>
<li>Inclusive &amp; Supportive: A workplace built on respect, dignity, and a shared vision of inclusion.</li>
<li>Community Impact: Join efforts that reflect Lifetime Assistance’s dedication to community partnerships and enhanced quality of life for all.</li>
</ul>
Are You Ready to Begin?
If you’re passionate, caring, and ready to transform lives, including your own, apply today!
Equal Opportunity Employer
Lifetime Assistance is proud to be an Equal Employment Opportunity employer, we celebrate diversity and are committed to inclusive hiring practices without regard to race, religion, gender, age, disability, or other protected characteristics.
“I am part of something bigger… Being a Lifetime Assistance employee means everything to me.”
— Kimberly C, Family Coordinator of Community Services, celebrating her 30th year with us

<h3>Job Description</h3>
Job Description
A health and human services organization is seeking a Human Resources professional to assist with onboarding and new hire orientation.&nbsp;
The HR Representative is responsible for coordinating and administering the onboarding function of Human Resources for the assigned region. In addition, monthly, quarterly, and annual compliance requirements as required.
ESSENTIAL DUTIES AND RESPONSIBILITIES INCLUDE THE FOLLOWING:
• Responsible for managing the new hire process to include drug screens, background checks, motor vehicle reports, new hire communications and tracking, ensures completion of new employee onboarding documents and facilitates new hire orientation.
• Updates and utilizes the company HRIS to process new hires, status changes and terminations by following established HRIS guidelines.
• Complete pre-adverse process and keeps talent acquisition team updated when a new hire fails to meet pre-employment requirements.
• Provide input and support towards the development and implementation of new HR initiatives, programs, and processes.
• Initiate and conduct audits for HR compliance to include annual Criminal Background checks, Motor Vehicle Requests (MVRs) and ensure documentation is secured in HRIS. Provides reporting to HR leadership and appropriate committees.
• Ensure that DFPS, SAM, ABCs and CPS portal submissions are completed on hire and when employees terminate from Arrow.
• HR liaison for employment verifications and to external parties for current and former employees
• Occasional travel may be required.
• Perform all duties within contract, state and federal regulations, company policy, and regulatory agency standards.
• May be required to drive vehicles, be insurable with our auto insurance provider, and complete company vehicle training.
• Proven experience in human resources administration, including onboarding and employee relations. • Proficiency in utilizing HRIS systems for managing employee data and processes. • Strong knowledge of compliance requirements and related procedures. • Ability to handle sensitive information with a high degree of confidentiality and professionalism. • Excellent organizational skills and attention to detail to manage multiple tasks effectively. • Solid communication skills to foster positive interactions with employees and external partners. • Willingness to travel occasionally and meet requirements for driving company vehicles. • Familiarity with federal and state regulatory standards impacting HR operations.

<h3>Job Description</h3>
Job Description
The Onboarding Specialist is responsible for accurately and timely completing all required new hire tasks. This role is fully remote and hourly-full-time. The required work hours are between 11:30am-8:00pm Central or Mountain time, with flexibility for weekends. Overtime may be available. Bilingual is preferred. Pay range is $18-22 an hour.
Essential Functions:
<ul>
<li>Responsible for ensuring accurate completion and processing of all compliance documents including I9 documents, company acknowledgements, state and federal tax forms, employee personal and contact information, direct deposit information, other forms and documents as required.</li>
<li>Responsible for the orientation process of new hires, including a brief explanation of benefit programs, explanation of pay dates and processing, explanation of paid-time-off policy, explanation of the company mission, vision, and values, and the initial safety training appropriate to the person's role</li>
<li>Ensures communication with the hiring manager is timely and appropriate</li>
</ul>
Competencies:
<ul>
<li>Excellent interpersonal skills</li>
<li>Ability to multitask</li>
<li>Ability to explain tasks and concepts</li>
<li>Skill with Microsoft Office and HR systems software</li>
</ul>
Qualifications:
<ul>
<li>1+ years' experience with HR systems and processes</li>
<li>1+ years' working in a service-related position</li>
</ul>
Work Authorization Requirements:
<ul>
<li>Must meet I9 requirements</li>
</ul>
Affirmative Action/EEO Statement:
The position requires employees to be able to pass a background check and drug screen as required for this job. Must meet I-9 requirements.
The company provides equal employment opportunity to all individuals regardless of race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law.
Other Duties:
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time, with or without notice.

<h3>Job Description</h3>
Job DescriptionDescriptionPosition Overview:&nbsp; Concurrent’s Base Camp team is an elite, bicoastal team of talented and driven professionals who work together to achieve common goals. As the face of the firm, our department is in the business of making great first impressions that lead to lasting relationships. In your role as an Onboarding Specialist, you will collaborate with your team to provide all the support and training an advisor needs to move their book of business to Concurrent. Answering any questions that arise, you will act as a liaison between the advisor’s office and other internal departments. We pride ourselves on providing indispensable customer service to all our advisor offices, doing whatever it takes to answer questions, resolve problems, and maintain great relationships.&nbsp; We are seeking a highly motivated and detail-oriented Onboarding / Implementation Specialist to join our team. This role is critical in ensuring a seamless onboarding experience for new clients and efficient implementation of new processes and technologies within the firm. The ideal candidate will possess strong project management skills, a deep understanding of financial services, and the ability to communicate effectively with clients and internal teams. Key ResponsibilitiesClient Onboarding:
<ul>
<li>Coordinate and manage the conversion of new clients, ensuring a smooth and efficient onboarding process.</li>
<li>Serving as the relationship manager, main point of contact, and escalation point for new advisors moving to Concurrent</li>
<li>Gather and verify all necessary client information and documentation.</li>
<li>Establish new accounts and ensure accurate setup within the firm's systems.</li>
<li>Provide ongoing support to clients during the conversion phase, addressing any concerns or questions.</li>
<li>Answering and fielding questions on a variety of financial topics—including operations, branding, compliance, and wealth management—as well as developing a strong knowledge base of other financial firms</li>
</ul>
Implementation:
<ul>
<li>Lead the implementation of new processes, technologies, and systems within the firm.</li>
<li>Coordinating informational discussions and training sessions between departments, new advisors, and their staff</li>
<li>Collaborate with internal teams to ensure successful deployment and integration of new tools and platforms.</li>
<li>Train staff on new systems and processes, providing support and troubleshooting as needed.</li>
</ul>
Project Management:
<ul>
<li>Develop and maintain detailed project plans, including timelines, milestones, and deliverables.</li>
<li>Creating customized conversion timelines and running weekly check-in calls to ensure that new advisors have a smooth onboarding experience</li>
<li>Monitor project progress and ensure that all deadlines are met.</li>
<li>Communicate project status and updates to relevant stakeholders, including management and clients.</li>
</ul>
Compliance and Documentation:
<ul>
<li>Ensure all client onboardings and implementations comply with regulatory requirements and internal policies.</li>
<li>Maintain accurate and up-to-date records of client information and project documentation.</li>
<li>Educating new advisors and their staff on all areas of Concurrent</li>
</ul>
Data Management and Integrity:
<ul>
<li>Assist teams with spreadsheets and other data formats in organizing client data</li>
<li>Project manage bulk data uploads working with our technology partners and systems</li>
<li>Ensure data integrity and accuracy throughout the onboarding process</li>
</ul>
 Qualifications
<ul>
<li>Bachelor’s degree in finance, Business Administration, or a related field.</li>
<li>Minimum of 3-5 years of experience in financial services, preferably with a registered investment advisor or similar firm.</li>
<li>Strong understanding of investment products, financial planning, and regulatory requirements.</li>
<li>Proven experience in project management, with the ability to manage multiple projects simultaneously.</li>
<li>Excellent communication and interpersonal skills, with a client-centric approach.</li>
<li>Proficiency in financial software and tools, including CRM systems, portfolio management software, and Microsoft Office Suite (Outlook, Powerpoint, etc).</li>
<li>Advanced Excel Skills: Including but not limited to: Vlookup or Xlookup, Concatenate Functions, Pivot Tables, Get Data/Data Query Capabilities, etc</li>
<li>Detail-oriented with strong analytical and problem-solving abilities.</li>
<li>Ability to work in a fast pace environment while meeting specific deadlines.</li>
<li>PowerBi or Tableau experience is preferred</li>
</ul>
Preferred Skills
<ul>
<li>Project Management Professional (PMP) certification or similar credential.</li>
<li>Experience with specific financial software platforms (e.g., Black Diamond, Money Guide Pro, Custodian Systems).</li>
<li>Series 65 or willingness to attain</li>
<li>Familiarity with compliance and regulatory issues in the investment advisory industry.</li>
<li>Ability to work independently and as part of a team in a fast-paced environment.</li>
</ul>
Location / Schedule
<ul>
<li>This position will work in our San Diego, CA; Tampa, FL or Dallas, TX office. Remote work will be considered for qualified candidates.&nbsp;</li>
<li>Working hours are 9am-5pm Monday-Friday with the option to work remote on Fridays</li>
<li>Occasional evening/weekend hours may be requested.</li>
<li>Ability to travel up to 40%</li>
</ul>
Job Type&nbsp;
<ul>
<li>Full-time, Exempt</li>
<li>$75,000-$100,000 base per year, dependent on experience, with additional semi-annual performance bonus opportunities</li>
</ul>
 Benefits
<ul>
<li>401(k) matching</li>
<li>Dental Insurance</li>
<li>Disability insurance</li>
<li>Flexible schedule</li>
<li>Flexible spending account</li>
<li>Health insurance</li>
<li>Life insurance</li>
<li>Paid time off (144 hrs)</li>
<li>10 paid Holidays</li>
<li>Vision insurance</li>
<li>Equity</li>
</ul>

<h3>Job Description</h3>
Job Description
About the role:
We are seeking a detail-oriented and proactive Onboarding Specialist to join our Talent Acquisition team in Overland Park, KS. In this role, you will own the end-to-end onboarding process for new hires across the U.S., ensuring a seamless experience from offer acceptance to first day. You will coordinate hospital clearance and credentialing for technicians, manage compliance requirements, and maintain onboarding systems to ensure accuracy, efficiency, and positive employee experience.
This position plays a critical role in supporting our mission by ensuring our employees are properly credentialed and ready to serve our hospital partners.
About Surgical Solutions:
Surgical Solutions is a national leader in sterile processing and operating room support services, providing high-quality outsourced staffing solutions to healthcare organizations across the country. Our mission is to deliver safe, efficient, and patient-focused care by supporting hospital teams with expertly trained personnel. Our employees work on-site and in partnership with hospital employees, delivering elite service impacting patient outcomes. 
Key Responsibilities
<ul>
<li>New Hire Onboarding
<ul>
<li>Manage onboarding for all new hires across the U.S., ensuring a smooth, timely process.</li>
<li>Guide employees through pre-employment requirements, ensuring clear communication and support.</li>
<li>Adjudicate background checks in compliance with company policies.</li>
<li>Complete and verify Form I-9 documentation at time of hire.</li>
</ul>
</li>
<li>Hospital Clearance &amp; Credentialing
<ul>
<li>Coordinate and submit required hospital clearances and credentialing documents for new hires.</li>
<li>Track and manage ongoing hospital clearance renewals, ensuring employee compliance before expiration dates.</li>
<li>Partner with hospital HR teams to maintain up-to-date records of all hospital-specific requirements.</li>
</ul>
</li>
<li>Onboarding Systems &amp; Process Improvement
<ul>
<li>Administer the onboarding platform, ensuring accuracy of data and a positive employee experience.</li>
<li>Continuously evaluate onboarding workflows and recommend process improvements to streamline the experience.</li>
<li>Collaborate with HR, Operations, and Hiring Managers to ensure alignment and efficiency.</li>
</ul>
</li>
<li>Compliance &amp; Record Management
<ul>
<li>Maintain accurate and confidential employee records.</li>
<li>Ensure compliance with federal, state, and hospital-specific regulations related to onboarding and credentialing.</li>
<li>Stay current on changes to employment eligibility and credentialing requirements.</li>
</ul>
</li>
</ul>
Qualifications
<ul>
<li>2+ years of experience in HR, onboarding, credentialing, or a related role (healthcare experience preferred).</li>
<li>Strong organizational skills with the ability to manage multiple deadlines simultaneously.</li>
<li>Detail-oriented with a high degree of accuracy in data entry and document management.</li>
<li>Excellent communication skills and ability to provide a positive candidate/employee experience.</li>
<li>Familiarity with I-9 compliance and background check adjudication.</li>
<li>Proficiency in HRIS or onboarding systems (experience implementing or improving processes is a plus).</li>
</ul>
What We Offer:
<ul>
<li>Competitive salary and benefits package</li>
<li>A mission-driven, supportive culture</li>
<li>The opportunity to make a direct impact on our frontline teams and the patients they serve</li>
</ul>

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