Client-Facing Onboarding Specialist for Investments

Insigneo; Miami (FL); On-site; USD 50,000 - 65,000; Full time

Job summary

A financial services company in Miami seeks an Onboarding Assistant to enhance the onboarding experience for new investment professionals. Responsibilities include providing administrative support, coordinating documentation, and assisting with events. The ideal candidate should possess a bachelor's degree in business administration and have at least two years of relevant experience. Strong organizational, communication, and client service skills are essential for this role.

Qualifications

• Requires a bachelor's degree in business administration or related field.
• Must have two years of relevant work experience.
• Strong ability to provide administrative support with a client service focus.

Responsibilities

• Provide administrative support for the onboarding of new clients.
• Track onboarding documentation and ensure accuracy.
• Assist in organizing onboarding events and related logistics.

Skills

Client service focus

Analytical skills

Organizational skills

Time management

Communication skills

Proactive attitude

Education

Bachelor’s degree in business administration or related field

Job description

A financial services company in Miami seeks an Onboarding Assistant to enhance the onboarding experience for new investment professionals. Responsibilities include providing administrative support, coordinating documentation, and assisting with events. The ideal candidate should possess a bachelor's degree in business administration and have at least two years of relevant experience. Strong organizational, communication, and client service skills are essential for this role.