Documentation And Onboarding Specialist - Financial Industry (Calgary)

If you are a talented and experienced Documentation and Onboarding Specialist, Aplin has the right opportunity for you! Our client, a leader in the Wealth Management industry, has partnered with Aplin to grow their team in Edmonton or Calgary.
Primary responsibilities will involve working closely with client service and back-office teams to ensure efficient and accurate client administration, streamline processes, and deliver a seamless onboarding experience.
If you have exceptional communication, technological proficiency, and a keen eye for detail, please apply today!
Responsibilities

• Reconcile in-cash and in-kind transfers, ensuring successful asset transfers
• Provide administrative support and backup as required
• Execute specific transactional requests and coordinate cash settlements as necessary
• Prepare client documentation, including opening new accounts and facilitating asset transfers from delivering institutions
• Contribute to the development of current and future processes
• Actively engage in continuous learning and development to enhance skills and knowledge
• Consistently and accurately enter client information into our CRM database
• Ensure all client documentation adheres to regulatory and compliance standards
• Enter and maintain data integrity, organize client documentation, and utilize various software environments effectively
• Acquire a comprehensive understanding of investment products, services, and regulatory requirements

Qualifications

• Previous experience with Salesforce is considered an asset
• Meticulous attention to detail and a commitment to accuracy
• Bachelor's degree or equivalent work experience, preferably in a related field
• Strong administrative skills and forward-thinking mindset for process development, with the ability to adapt to change
• Experience working both independently and collaboratively within a team
• Excellent written and verbal communication skills in English and/or French
• Advanced proficiency in Microsoft Office, particularly Excel
• Understanding private client service and investment management practices is an asset

Aplin, one of Canada’s Best Managed Companies, is an employment agency that finds top talent for exceptional organizations across North America. There are no fees to apply to our jobs or engage with our recruiters to find a new career. Companies hire us to help them grow their teams. Visit our website to learn more: www.aplin.com