Onboarding Assistant

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

The Onboarding Assistant will be responsible for providing newly recruited investment professionals with a positive, helpful, and seamless onboarding experience.

Job Responsibilities/Main Functions

• Provide administrative support for the onboarding of new clients, including Financial Advisors (FAs), Foreign Registered Investment Advisors (FRIAs), and Registered Investment Advisors (RIAs).
• Coordinate and track onboarding documentation, ensuring all required forms, contracts, and materials are completed, organized, and submitted accurately.
• Assist in organizing and coordinating “Day at Insigneo” events, including scheduling, logistics, and preparation of materials.
• Prepare and maintain prospecting documentation and assist with the preparation of formal contracts for new clients.
• Liaise with internal teams such as IT, Business Intelligence, Compliance, and Operations to support a smooth and timely onboarding process.
• Track required training programs for new clients and follow up to confirm completion.
• Support the Onboarding Manager and Market Heads across multiple regions (United States, Chile, Argentina, Uruguay, etc.) by coordinating prospecting materials and onboarding documentation.
• Maintain onboarding trackers, status reports, and internal records to ensure visibility and compliance.
• Provide general administrative and coordination support for sales and onboarding‑related initiatives and projects, as needed.
• Perform other administrative duties as assigned.

Job Requirements (Education, Experience, Skills, and Capabilities)

• Bachelor’s degree in business administration or related field.
• Two (2) years of work-related experience.
• Strong ability to provide administrative support, with a client service focus and a commitment to respond requests promptly.
• Strong analytical skills with high attention to detail and accuracy.
• Strong organizational and time management skills, with the ability to prioritize effectively.
• Excellent written and verbal communication skills.
• Customer service-oriented attitude, a team player, and proactive.
• Ability to work effectively under pressure and meet deadlines on time-bound projects.