Client Onboarding Documentation Coordinator
-
Administrative/Clerical
Office Administrator/ Coordinator, Clerical, Data Entry
Job Description & How to Apply Below
Northwest Trustee & Management Services is seeking an Onboarding Associate to support the Onboarding Specialist through the client onboarding process. You will gather, organize, and verify documentation, track items, and help ensure information is received and correctly filed.
In this role you’ll coordinate with clients, attorneys, advisors, and internal teams, following detailed checklists and maintaining accurate records in Wealth Hub, Box, and other systems.
We are currently recruiting a Client Onboarding Documentation Coordinator for our team in Spokane, WA, United States.
Step into the Client Onboarding Documentation Coordinator role at Northwest Trustee & Management Services in Spokane, WA, United States and grow with us.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).