Investor Onboarding Representative

Job Title: Investor Onboarding Associate

Location: Fort Worth, TX

Work Schedule: Monday–Friday, 8:00 AM - 5:00 PM

Type of Employment: Direct Hire, Full-Time (Exempt)

Compensation: $55,000–$65,000 annually

Industry: Energy/Financial Services

Benefits: Eligible after a 90-day waiting period and may include medical coverage, dental and vision plan options, disability insurance, retirement savings plan with employer match eligibility, paid time off and observed holidays, and access to employee wellness programs and resources.

Job Description

Addison Group is hiring on behalf of our client for an Investor Onboarding Associate role. This position supports the onboarding and documentation process for new investors, ensuring all required information is accurately collected, verified, and maintained in compliance with applicable regulatory standards. The role requires strong attention to detail, professionalism, and the ability to manage sensitive financial documentation in a structured, deadline-driven environment.

Key Responsibilities

• Review and process investor onboarding documentation to ensure accuracy and completeness
• Verify investor eligibility and accreditation in accordance with established regulatory requirements
• Examine complex documentation such as trusts and entity structures for compliance and consistency
• Maintain accurate records and support audit-ready documentation practices within internal systems
• Identify and escalate non-standard or complex cases to compliance or legal partners as appropriate
• Collaborate with internal teams to support efficient and timely onboarding workflows
• Provide occasional administrative or front desk support as needed to assist office operations

Qualifications

• High school diploma required; Associate or Bachelor’s degree preferred
• 3+ years of experience in administrative, operational, or customer support roles
• Proficiency in Microsoft Office Suite required; familiarity with CRM or document management systems preferred
• Strong attention to detail with the ability to handle confidential information appropriately
• Experience working in fast-paced, deadline-driven environments
• Background in financial services, investment operations, or regulated industries is a plus

 Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.

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