Business Support
We are seeking a highly organized and detail-oriented Business Support professional to support onboarding and operational processes with a leading Wealth Management firm. The successful candidate will be responsible for managing onboarding documentation, coordinating onboarding workflows, maintaining client records, and supporting operational activities that contribute to a seamless client experience.
This role is ideal for someone who enjoys working with documentation, process management, and administrative coordination in a fast-paced financial services environment.
Key Responsibilities
Client Onboarding Administration
Support the onboarding process by preparing, reviewing, and processing client onboarding documentation.
Ensure onboarding forms and supporting documents are complete, accurate, and submitted within required timelines.
Track onboarding progress and maintain onboarding status updates.
Follow up on outstanding documentation and onboarding requirements.
Assist with onboarding-related administrative tasks and workflow coordination.
Ensure onboarding records are maintained in accordance with internal policies and procedures.
Coordinate the collection and organization of client documentation required for onboarding and ongoing servicing activities.
Document Management & Record Maintenance
Maintain accurate electronic and physical client files.
Organize, archive, and retrieve client documentation as required.
Ensure documentation is filed and maintained according to established procedures.
Perform periodic reviews of client files to ensure completeness and accuracy.
Monitor document validity and coordinate document refreshes or updates when required.
Support document retention and records management initiatives.
Assist with audit requests and document retrieval exercises.
Business Operations Support
Assist with day-to-day operational and administrative activities across the business.
Support account maintenance requests, client information updates, and documentation amendments.
Coordinate operational requests and ensure timely completion of assigned tasks.
Maintain onboarding and operational trackers to ensure requests are completed within agreed timelines.
Assist in preparing operational documentation, reports, and internal materials.
Support process improvement initiatives aimed at increasing efficiency and service quality.
Assist with operational projects and business initiatives as required.
Required Qualifications & Experience
- Diploma or Bachelor's Degree in Business, Finance, Administration, Economics, or a related discipline.
- 2–4 years of experience in onboarding, operations, administration, business support, client servicing support, or document management within financial services.
- Experience handling documentation, records management, and operational workflows.
- Strong proficiency in Microsoft Office applications, particularly Word, Excel, Outlook, and PowerPoint.
- Experience working in a regulated or professional services environment is advantageous.
Preferred Experience
Experience within wealth management, private banking, asset management, financial advisory, insurance, or family office environments.
Exposure to onboarding, operations support, or business administration functions.
Experience managing large volumes of documentation and coordinating multiple workflows simultaneously.