Administrative Onboarding Associate

Northwest Trustee & Management Services; Lake Oswego (OR); Sur place; USD 45 000 - 65 000; Plein temps

Résumé du poste

Northwest Trustee & Management Services, LLC is seeking an Onboarding Associate to support the onboarding process for clients, attorneys, and advisors. The role focuses on collecting, organizing, and tracking client documentation, ensuring timely completion, and maintaining accurate records across WealthHub/Salesforce, Box, and related systems.

The successful candidate will work closely with the Onboarding Specialist, handling routine tasks with exceptional attention to detail, managing multiple

Qualifications

• 2+ years of customer service, administrative, operations, or related professional experience.
• Strong written and verbal communication with clients, attorneys, financial advisors, and internal team members.
• Exceptional attention to detail and a demonstrated commitment to accuracy and completeness.
• Strong organizational and task-management skills, with the ability to manage multiple priorities and outstanding items simultaneously.
• Comfortable working within CRM, workflow, document-management, and other business systems to maintain accurate records and documentation.
• Demonstrated ability to follow established processes, procedures, and detailed checklists while consistently following tasks through to completion.
• Self-motivated and persistent in following up on outstanding information and keeping assigned work moving forward.
• Ability to work independently on routine responsibilities while collaborating effectively across teams and managing competing deadlines.
• Sound judgement and the ability to recognize questions, concerns, or non-routine matters that should be escalated.
• Ability to maintain confidentiality and appropriately handle sensitive client and business information.

Responsabilités

• Documentation collection and tracking from clients, attorneys, financial advisors, and other external parties.
• Provide clear documentation requirements and outstanding-item lists, and conduct routine follow-up on missing, incomplete, inconsistent, or outdated information.
• Review incoming documentation for completeness against onboarding requirements and checklists, escalating questions or deficiencies as appropriate.
• Maintain accurate tracking of outstanding documents, responsible parties, due dates, exceptions, and next steps.
• Ensure documentation and supporting information are appropriately named, organized, stored, and accessible within Northwest Trustee systems and Box.
• Escalate unresolved documentation gaps, delays, or non-routine issues to the Onboarding Specialist.
• Serve as a routine operational contact for onboarding documentation once introduced to the client relationship.
• Communicate clearly with clients, attorneys, advisors, and internal teams regarding documentation requests, instructions, outstanding items, and submission requirements.
• Coordinate documentation requests with the Onboarding Specialist and internal teams to provide a consistent experience and minimize duplication of requests.
• Provide timely and professional follow-up on outstanding information to help keep onboarding activities moving forward.
• Maintain onboarding information in WealthHub/Salesforce, Box and other Northwest Trustee systems.
• Enter and verify client contact, account, and asset information needed to support the onboarding process.
• Ensure documentation received outside designated systems is transferred, organized, and stored within the appropriate client record.
• Prepare routine status updates identifying completed items, outstanding requirements, follow-up activity, and next steps.
• Monitor assigned onboarding tasks and follow through on routine action items to support timely completion.
• Escalate client concerns, documentation deficiencies, unusual circumstances, delays, and other non-routine matters to the Onboarding Specialist.

Connaissances

Customer service

Administrative skills

Attention to detail

Organizational skills

Formation

Associate degree

Outils

Salesforce/WealthHub

Box

Microsoft Office

Description du poste

Description

The Onboarding Associate provides administrative and operational support to the Onboarding Specialist throughout the client onboarding process. This role is responsible for collecting, organizing, tracking, and maintaining client documentation and records, while helping ensure required information is received, accurately recorded, routed appropriately, and followed through to completion.

Working closely with the Onboarding Specialist, the Associate helps coordinate documentation related to client, legal, compliance, asset, tax, investment, and administrative requirements. The role serves as a key point to operational coordination, helping create a consistent and organized onboarding experience for clients, attorneys, advisors, and internal teams.

This is a highly hands-on role requiring exceptional attention to detail, organization, persistence, and follow-through. The successful candidate will be comfortable working from detailed checklists, following up regularly on outstanding information, maintaining accurate records, and managing many small but important tasks through completion.

KEY RESPONSIBILITIES:

• Documentation collection & tracking
  • Collect and organize required onboarding documentation from clients, attorneys, financial advisors, and other external parties.
  • Provide clear documentation requirements and outstanding-item lists, and conduct routine follow-up on missing, incomplete, inconsistent, or outdated information.
  • Review incoming documentation for completeness against established onboarding requirements and checklists, escalating questions or deficiencies to the Onboarding Specialist as appropriate.
  • Maintain accurate tracking of outstanding documents, responsible parties, due dates, exceptions, and next steps.
  • Ensure documentation and supporting information are appropriately names, organized, stored, and accessible within Northwest Trustee systems and Box.
  • Escalate unresolved documentation gaps, delays, or non-routine issues to the Onboarding Specialist.
• Client, Attorney, & Advisor Communication
  • Serve as a routine operational contact for onboarding documentation once introduced to the client relationship.
  • Communicate clearly and professionally with clients, attorneys, advisors, and other parties regarding documentation requests, instructions, outstanding items, and submission requirements.
  • Coordinate documentation requests with the Onboarding Specialist and internal teams to help provide a consistent experience and minimize unnecessary or duplicative requests.
  • Provide timely and professional follow-up on outstanding information to help keep onboarding activities moving forward.
• Systems, Records, & Workflow Support
  • Maintain accurate onboarding information, documentation, tasks, and status updates in WealthHub/Salesforce, Box, and other Northwest Trustee systems.
  • Enter and verify client contact, account, and asset information needed to support the onboarding process and current/future teams.
  • Ensure documentation received outside designated systems is transferred, organized, and stored within the appropriate client record.
  • Prepare routine status updates for the Onboarding Specialist identifying completed items, outstanding requirements, follow-up activity, and next steps.
  • Monitor assigned onboarding tasks and follow through on routine action items to support timely completion.
  • Escalate client concerns, documentation deficiencies, unusual circumstances, delays, and other non-routine matters to the Onboarding Specialist.

REQUIRED JOB QUALIFICATIONS:

• 2+ years of customer service, administrative, operations, or related professional experience.
• Strong written and verbal communication skills, with the ability to communicate professionally with clients, attorneys, financial advisors, and internal team members.
• Exceptional attention to detail and a demonstrated commitment to accuracy and completeness.
• Strong organizational and task-management skills, with the ability to manage multiple priorities and outstanding items simultaneously.
• Comfortable working within CRM, workflow, document-management, and other business systems to maintain accurate records and documentation.
• Demonstrated ability to follow established processes, procedures, and detailed checklists while consistently following tasks through to completion.
• Self-motivated and persistent in following up on outstanding information and keeping assigned work moving forward.
• Ability to work independently on routine responsibilities while collaborating effectively across teams and managing competing deadlines.
• Sound judgement and the ability to recognize questions, concerns, or non-routine matters that should be escalated.
• Ability to maintain confidentiality and appropriately handle sensitive client and business information.

PREFERRED JOB QUALIFICATIONS:

• Associate’s degree or equivalent combination of education and relevant experience.
• Previous experience in trust and estate services, financial services, banking, legal services, wealth management, compliance, or estate administration.
• Experience using Salesforce/WealthHub, Box, Microsoft Office, or similar CRM, document-management, and business productivity systems.

PERSONAL QUALIFICATIONS:

• Commitment to the core values of Northwest Trustee:
  • Professionalism
  • Compassion
  • Integrity
  • Diligence
• Highly organized, detail-oriented, and accountable.
• Proactive, curious, and committed to continuous improvement.
• A collaborative team player who relates in a courteous and helpful manner to co-workers, clients, and vendors.
• Adaptable and willing to learn new systems, tools, and methods.

ABOUT NORTHWEST TRUSTEE:

Northwest Trustee & Management Services, LLC, established in 1989, is a leading provider of fiduciary services in the Pacific Northwest.

OUR MISSION:

• Adheres to the highest ethical standards
• Treats clients with respect and understanding
• Provides clear and timely advice and service
• Honors confidentiality