1-3 years of experience in operations, onboarding, administrative support, or account processing. ~ Knowledge of account onboarding, investment account transfers, or financial documentation. ~ Proficiency with Microsoft Office Suite and working across multiple systems.

Our Wealth

Operations team is seeking a Client Onboarding & Transfers Specialist to support the onboarding of current wealth management clients and the transfer of investment accounts. This role plays a critical part in ensuring a seamless client onboarding experience by processing account documentation, coordinating transfers, and partnering closely with Investment Advisors to facilitate the movement of assets. Review and process new client account applications and documentation.

Validate information across multiple internal systems and ensure accuracy and completeness. Initiate and track account transfer requests from external financial institutions. We may use artificial intelligence tools to assist with the screening, assessment, or selection of potential applicants for this position.

📌 Senior Office Specialist (Toronto)
🏢 Insight Global
📍 Toronto