What are the responsibilities and job description for the Quality Assurance Specialist position at Kingsview Partners?
Quality Assurance Support Specialist
Location: Grants Pass, OR
Administrative Experience in the Wealth Management Industry is Required for This Role
This is an excellent opportunity for an Administrative Operations Professional with extensive paperwork processing experience in the Wealth Management Industry.
Who We Are:
Kingsview Wealth Management is a fast-growing independent advisory partnership offering financial planning, investment management, tax, and insurance services. Over the last few years, we've expanded rapidly, serving thousands of clients nationwide. We are focused on growth and need highly motivated professionals to add to our team.
Overview:
Imagine working in an operational environment surrounded by successful, motivated, and passionate individuals committed to improving investors' lives. As a member of our Integrations team, you will be responsible for reviewing paperwork, reducing errors, ensuring compliance, and supporting operational needs. This role is essential in maintaining accuracy during advisor transitions, supporting the traveling integration team from our Grants Pass, OR office. Unlike the traveling Integration Support Specialist role, this position is based in-office, with one required on-site training trip.
The Opportunity:
This is a rewarding and engaging role that allows you to contribute to seamless transitions for financial advisors and their clients. You will build strong relationships within the firm while helping ensure compliance, accuracy, and operational efficiency during advisor onboarding.
Your Qualifications:
- Extensive administrative experience processing paperwork in the Wealth Management Industry
- Strong attention to detail and ability to identify errors
- Excellent communication skills and ability to work with multiple teams
- Understanding of compliance and financial documentation (preferred)
- Ability to thrive in a fast-paced, high-volume environment
The Day-to-Day:
- Review paperwork before it’s sent to clients, ensuring accuracy and compliance
- Conduct final audits once money transfers are complete
- Set up billing in our system and communicate with other departments
- Ensure operational review and quality assurance for all active tasks
- Audit and save files for compliance and future reference
- Work with Operations to finalize transitions and ensure all steps are completed
Why Kingsview Wealth Management?
Kingsview is a different kind of firm, and we’re proud of that. We work for a bigger purpose: bettering the investment universe. From unmatched service to creative perspectives on financial planning, it’s the people that make the Kingsview purpose possible. After all, it’s our team that allows us to offer the level of service that we do. We are proud to offer:
- Base Salary: $40,000.00 - $55,000.00 per year
- 401(k) with matching
- Health Insurance
- Paid time off
- Professional development assistance
- Growth opportunities
- Stocked office kitchen – because good work starts with good food!
- Incredible team culture – work alongside other like-minded individuals
This role is perfect for someone who loves ensuring accuracy, supporting a high-performing team, and helping financial professionals transition smoothly into their new roles.
Job Types: Full-time, Permanent
Pay: $40,000.00 - $50,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Vision insurance
Schedule:
- Monday to Friday
Work Location: In person
Salary : $40,000 - $55,000
