Join Insight Global as a Transfers and Onboarding Specialist to ensure a smooth entry for new wealth management clients. Your role will involve supporting account transfers and onboarding processes efficiently.

As part of the Wealth Operations team, you will oversee client onboarding, manage document accuracy, and communicate discrepancies to Investment Advisors. The successful candidate will have a background in operations, administrative support, or account processing, with strong organizational skills to juggle multiple cases.

Key Responsibilities:
• Process current client applications and documentation accurately
• Ensure information completeness across internal systems
• Coordinate with Investment Advisors for outstanding requirements




• Monitor and track account transfer requests
• Maintain comprehensive and accurate documentation

Requirements:
• 1-3 years of experience in relevant operations or financial roles
• Expertise in investment account transfers and onboarding
• Excellent communication skills, both verbal and written
• High attention to detail and time management capabilities
• Proficient with Microsoft Office and operational systems

Elevate the client onboarding process with exceptional organization and communication at Insight Global.
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📌 Insight Global Transfers and Onboarding Specialist (Ontario)
🏢 Insight Global
📍 Ontario