Onboarding Specialist I

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

Join a team that values your ambition and empowers your growth

At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

Responsibilities

• The CSS is responsible for completing custodian paperwork to establish accounts for individuals, trusts or entities, transfer funds via check requests, wires, SLOAs, or Money Links, update account names or addresses, initiate managed accounts, establish margin accounts, update beneficiaries, request IRA distributions, transfer assets in via ACAT, or edit cost basis information.
• The CSS prepares the above forms, as appropriate , and ensures accurate completion of the tasks through diligent follow-through and communication with both the team and the custodian.
• The CSS is also responsible for preparing manager paperwork for any managed accounts and communicating to ensure accurate and timely completion.
• The CSS assists in the subscription document preparation and information-gathering process as directed by the Investment Analysts.
• The CSS may be responsible for bill pay and accounting services for some select clients. This will include preparing bills for review, coding and entering into QuickBooks, reconciling accounts a month end, entering journal entries, and preparing reports for the Advisor to present to the client. Some of these clients may also require payroll services, in which case, the CSS will enter the information into the payroll system and prepare preliminary reports for review by the Advisor. PTO tracking, benefit administration, and specialized reporting could also be required .
• The CSS prepares customized cash flow, recordkeeping, and other specialized financial reports for clients upon request.
• During tax season, the CSS is responsible for gathering and tracking tax information for assigned clients.
• On a periodic basis, this information is transferred to the CPAs.
• In preparation for and following quarterly meetings, the CSS may prepare agendas, print and organize deliverables, update task lists, scan notes and documents to the client's folder, participate in team meetings, and execute on any assigned tasks.
• This is a utility player position that provides all types of support for the various client teams and general support for the office such as providing backup on the phones, copying and/or scanning documents, and completing special projects.

Qualifications & Requirements

• A bachelor's degree
• Two to four years of relevant experience preferred
• Proficiency in Microsoft Office, with a high level of competency in Excel
• Complete integrity with an uncompromised reputation
• Ability to maintain total confidentiality
• An excellent team player who enjoys collaboration but also works well individually
• Strong work ethic
• Strong verbal and written communication skills
• Excellent analytical and organizational skills
• Ability to remain detail-oriented while multi-tasking and working at a fast pace
• Ability to take ownership of projects and carry them through to completion
• Travel is not required .

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.

Physical Requirements

This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible. This position may require the ability to lift up to 15 pounds. This position is required to work onsite 4 days per week.

U.S. Eligibility Requirements

• Must be 18 years of age or older.
• Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.
• Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security