Administration and Client Onboarding Assistant
Core
Supporting client onboarding, compliance administration, and day-to-day operations of a professional accounting team.
Role type
Administration and Client Onboarding Assistant
Builds
Client onboarding processes, compliance records, and operational support for a professional services firm.
Domain
Accounting and Professional Services
Required skills
Client onboarding coordination, compliance administration, CRM management, document management, stakeholder liaison, correspondence preparation, process improvement
Preferred skills
Experience in accounting or financial services, proficiency in Microsoft Office
Responsibilities
Coordinating client onboarding, assisting with compliance and regulatory administration, managing company updates and client documentation, liaising with clients and regulatory bodies, maintaining CRM and document management systems, preparing correspondence, providing administrative support to senior team members, contributing to process improvements
Seniority
Mid-level, experienced administrator