Ad Astra Consultants Onboarding Manager
2 days ago
We are seeking a detail-oriented and organized Wealth Management Advisor to join our team at Ad Astra Consultants. As a key member of our talent acquisition department, you will be responsible for ensuring the smooth onboarding process for our clients.
In this dynamic position, you will perform onboarding processing, including document review and account set-up, while maintaining a high level of awareness of potential legislative and policy breaches. You will also provide support to internal clients through hotline/advisory services, working closely with various business partners such as operations, legal, and compliance teams.
To succeed in this role, you will require strong analytical and problem-solving skills, experience in process improvement and automation, and a passion for delivering exceptional client service. If you have a background in Wealth Management Onboarding, Client Lifecycle Maintenance, or related Operations roles, and are highly motivated with a positive can-do attitude, we encourage you to apply for this exciting opportunity.
Responsibilities:
* Perform onboarding processing, including document review and account set-up
* Maintain awareness of potential legislative and policy breaches
* Provide support to internal clients through hotline/advisory services
What We Are Looking For:
* Results-driven and detail-oriented professional
* Excellent communication and interpersonal skills
* Ability to work in a fast-paced environment
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