Onboarding Operations Coordinator

Northwest Trustee & Management Services; Boise (ID); On-site; USD 25,000 - 39,000; Full time

Job summary

Northwest Trustee & Management Services, LLC, seeks an Onboarding Associate to support the onboarding specialist by collecting and organizing client documentation, tracking items, and ensuring records are complete and accurate.

You will work hands-on with clients, attorneys, advisors, and internal teams, using CRM and document-management systems to maintain secure records, provide status updates, and help deliver a smooth onboarding experience.

Qualifications

• 2+ years of customer service, administrative, operations, or related professional experience.
• Strong written and verbal communication with clients, attorneys, and internal teams.
• Exceptional attention to detail and accuracy.
• Strong organizational and task-management skills with multiple priorities.
• Able to follow established processes and checklists.

Responsibilities

• Collect and organize onboarding documentation from clients, attorneys, financial advisors, and other external parties.
• Track outstanding items and follow up regularly to ensure completeness.
• Maintain accurate onboarding information in WealthHub/Salesforce, Box, and related systems.
• Enter and verify client contact, account, and asset information to support onboarding.
• Escalate non-routine issues to the Onboarding Specialist.

Skills

Customer service

Communication

Attention to detail

Organization

Task management

Education

Associate’s degree

Tools

Salesforce/WealthHub

Box

Microsoft Office

Job description

Northwest Trustee & Management Services, LLC, seeks an Onboarding Associate to support the onboarding specialist by collecting and organizing client documentation, tracking items, and ensuring records are complete and accurate.

You will work hands-on with clients, attorneys, advisors, and internal teams, using CRM and document-management systems to maintain secure records, provide status updates, and help deliver a smooth onboarding experience.