Onboarding & Client Admin Specialist

ci; Boston (MA); On-site; USD 55,000 - 75,000; Full time

Job summary

Corient is seeking an organized administrative support professional to help manage custodian paperwork, fund transfers, and client reporting. The role involves preparing various financial and tax-related documents, supporting managers, and ensuring accurate, timely completion of tasks.

The position requires a bachelor's degree, 2–4 years of relevant experience, and strong Excel/Office skills. You will work onsite with a team focused on confidentiality and collaboration.

Qualifications

• Bachelor's degree required.
• 2–4 years of relevant experience preferred.
• Strong Excel skills and high competency in Microsoft Office are required.
• Demonstrates integrity and ability to maintain confidentiality.
• Able to work well in a team and independently.

Responsibilities

• Prepare custodian paperwork to establish accounts and transfer funds.
• Prepare manager paperwork for managed accounts and ensure timely completion.
• Assist in subscription document prep and information gathering.
• Handle bill pay, QuickBooks entries, and month-end reconciliation for select clients.
• Prepare customized cash flow and financial reports on request.
• Gather and track tax information for assigned clients during tax season.
• Support for office tasks, phone coverage, and general duties.

Skills

communication skills

team player

detail orientation

confidentiality

multi-tasking

ownership

Education

Bachelor's degree

Tools

Microsoft Office

Excel

Job description

Corient is seeking an organized administrative support professional to help manage custodian paperwork, fund transfers, and client reporting. The role involves preparing various financial and tax-related documents, supporting managers, and ensuring accurate, timely completion of tasks.

The position requires a bachelor's degree, 2–4 years of relevant experience, and strong Excel/Office skills. You will work onsite with a team focused on confidentiality and collaboration.