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.

• 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 out...