Onboarding Assistant

About the role

A temporary Onboarding Assistant is needed to give newly recruited clients a positive, helpful and seamless onboarding experience. The position supports key business initiatives for a defined period and offers the chance to contribute to the team's success and gain valuable experience.

Key responsibilities

• Help prepare and coordinate days at the firm for prospecting purposes.
• Support administrative work on prospecting documentation and formal contracts for new clients.
• Support and coordinate the onboarding of new clients, including Financial Advisors (FAs), Foreign Registered Investment Advisors (FRIAs) and Registered Investment Advisors (RIAs).
• Work with IT, Business Intelligence, Compliance and other departments to keep the onboarding process smooth.
• Help track and ensure new clients complete their training programs.
• Assist the Onboarding Manager in preparing and coordinating prospecting documents and materials across Latam regions.
• Support onboarding-related initiatives and projects, and perform other duties as necessary.

Required profile

• Bachelor's degree in business administration or a related field.
• One year of work-related experience in the financial industry.
• Bilingual in English and Spanish (mandatory).
• Customer service attitude, team player and proactive; able to work under pressure and meet deadlines.

Required skills

• Administrative support with a client-service focus.
• Analytical skills with strong attention to detail and accuracy.
• Organizational and time-management skills.
• Excellent written and verbal communication.
• Proficiency in Microsoft Office.