Business Support

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.

Additional Information

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.

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