Onboarding Assistant

The Onboarding Assistant will be responsible for providing newly recruited investment professionals with a positive, helpful, and seamless onboarding experience.

• Provide administrative support for the onboarding of new clients, including Financial Advisors (FAs), Foreign Registered Investment Advisors (FRIAs), and Registered Investment Advisors (RIAs).
• Coordinate and track onboarding documentation, ensuring all required forms, contracts, and materials are completed, organized, and submitted accurately.
• Assist in organizing and coordinating “Day at Insigneo” events, including scheduling, logistics, and preparation of materials.
• Prepare and maintain prospecting documentation and assist with the preparation of formal contracts for new clients.
• Liaise with internal teams such as IT, Business Intelligence, Compliance, and Operations to support a smooth and timely onboarding process.
• Track required training programs for new clients and follow up to confirm completion.
• Support the Onboarding Manager and Market Heads across multiple regions (United States, Chile, Argentina, Uruguay, etc.) by coordinating prospecting materials and onboarding documentation.
• Maintain onboarding trackers, status reports, and internal records to ensure visibility and compliance.
• Provide general administrative and coordination support for sales and onboarding‑related initiatives and projects, as needed.
• Perform other administrative duties as assigned.

• Bachelor’s degree in business administration or related field.
• Two (2) years of work-related experience.
• Strong ability to provide administrative support, with a client service focus and a commitment to respond requests promptly.
• Strong analytical skills with high attention to detail and accuracy.
• Strong organizational and time management skills, with the ability to prioritize effectively.
• Excellent written and verbal communication skills.
• Customer service-oriented attitude, a team player, and proactive.
• Ability to work effectively under pressure and meet deadlines on time-bound projects.