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.