International Onboarding Coordinator - Canadian Clients
$55,000–$70,000 year
On-siteCamas, Washington, United States
Job Summary
Oversee assigned operational tasks for the setup and funding of new accounts, creating and developing documentation for the group. Identify potential process improvements and recommend solutions, while properly handling sensitive and/or confidential documents. Support the growth of the business through various projects and route elevations appropriately. Follow group and firm policies and procedures, performing due diligence on account information and funding. This onsite role works within a team-based, open office environment under direct supervision. Candidates must be detail-oriented, proactive, and adaptable to constant change while maintaining client focus. Join a small, dynamic team in the International Private Client Group to help expand globally and develop new skills.
Required Qualifications
- Detail oriented while maintaining a sense of urgency
- Organizes and proactively manages time effectively
- Ability to successfully navigate ambiguity
- Embodies will-do and flexibility to adapt to constant change
- Ability to prioritize and meet deadlines
- Communicates effectively, both written and verbal
- Maintains client focus and is solution oriented
- Desire to immerse yourself in a new culture and regulatory environment as we expand globally and dominate our chosen markets
- Works onsite
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