Onboarding Specialist

Position: Onboarding Specialist
Location: Toronto
Salary: $21/hr T4
Job Type: 12-month contract

Our client is seeking an Onboarding Specialist to join their Business Operations team on a 12-month contract. This role plays a key part in ensuring a smooth and consistent onboarding experience for new and existing members, while supporting internal teams through accurate documentation, strong communication, and effective CRM administration.

About the Role:

In this position, you will coordinate end-to-end onboarding activities, including documentation review, connectivity setup, internal communications, code management, and overall process tracking. You’ll act as a primary point of contact for member inquiries and work closely with technical support, relationship management, and project teams to ensure each onboarding request is completed accurately and on time.

A strong attention to detail, customer-focused mindset, and the ability to work across multiple teams will be key to your success. This role also includes ongoing administration of the CRM platform (Salesforce), such as report creation, user management, and troubleshooting.

What You’ll Do:

Member Onboarding (Primary Focus)
- Coordinate onboarding activities for new and existing members from initiation to completion.
- Review onboarding documentation for completeness and follow up as needed.
- Support internal and external stakeholders with clear, timely communication.
- Manage member inquiries and ensure timely responses.
- Maintain and update internal records related to onboarding status and approvals.
- Oversee code registry processes and ensure compliance with required guidelines.
- Participate in kickoff meetings and collaborate with technical and business teams as needed.
- Escalate any issues or legal matters to senior management promptly.

CRM (Salesforce) Administration
- Create and update reports, dashboards, and fields to support onboarding workflows.
- Manage user access and licenses, including onboarding and offboarding employees.
- Troubleshoot technical issues with the CRM in collaboration with support teams.
- Contribute to ongoing improvements and optimization of CRM processes.

Corporate Projects
- Provide subject-matter input related to onboarding and CRM activities for internal initiatives.
- Support project teams by preparing reports and tracking progress through dashboards.

What You Bring:

- Post-secondary education preferred; equivalent experience considered.
- Experience in onboarding, customer support, or operations within a technical or financial environment is an asset.
- Strong communication skills and comfort engaging with internal and external stakeholders.
- Exceptional attention to detail, accuracy, and documentation discipline.
- Ability to multitask and manage competing priorities in a process-driven environment.
- Strong analytical and problem-solving skills.
- Proactive and curious, with a desire to understand processes and improve workflows.

- Experience with Salesforce (reports, dashboards, user admin) required or strongly preferred.
- French language skills and/or mutual fund industry experience are nice to have.

Why This Role:

This is a great opportunity for a detail-oriented, client-focused professional who enjoys coordinating processes, improving workflows, and supporting both business and technical teams. You’ll gain exposure to a unique operational environment and work closely with multiple departments.

Please send your resume in Word format to .

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