We're hiring an organized and friendly Investor Onboarding Assistant to help clients set up accounts and manage transactions. Ideal for those starting a finance career, with remote work flexibility.

We are looking for an organized and friendly Investor Onboarding Assistant to help our clients start their investment journey. In this role, you will assist with account setup and manage transactions for clients. This position is perfect for anyone seeking to begin a career in finance and offers the flexibility to work from home.

Key Responsibilities

Client Support:

• Guide clients through the onboarding process, helping them with paperwork and account setup.

Account Management:

• Assist clients in creating and managing accounts on financial platforms and resolve any issues they may face.

Transaction Processing:

• Help facilitate the purchase of various assets for clients, ensuring everything is handled smoothly and accurately.

Client Communication:

• Provide regular updates to clients about their accounts and respond to any questions they have.

Record Keeping:

• Keep accurate records of transactions and client interactions. Team Collaboration: Work with other teams to ensure a smooth onboarding experience for clients.

Qualifications:

• Previous experience in customer service, sales, or finance is a plus but not required.
• Strong attention to detail and good organizational skills.
• Good communication skills, both written and spoken.
• Basic computer skills and a willingness to learn.
• A positive attitude and a focus on helping clients.
• Ability to work well independently and as part of a team.

What We Offer:

• Training and support to help you succeed.
• A flexible and friendly remote work environment.
• Opportunities for career growth within the company.
• Competitive pay and benefits.