Financial Services Onboarding Specialist

Job SummaryWe are seeking a highly motivated and detail-oriented Financial Services Onboarding Specialist to join our team at Worldsource Wealth Management. As a key member of our operations team, you will play a critical role in ensuring the smooth onboarding of new advisors and providing exceptional customer service to our clients.

About the RoleWe are seeking a highly motivated Transition Administrator to join our team at Worldsource Wealth Management.Job Summary:This is an 18-month contract position that reports directly to the Senior Manager, Transitions Team. The successful candidate will be responsible for providing exceptional customer service by managing all aspects of...

About the RoleWe are seeking a highly motivated and organized Senior Onboarding Specialist to join our team at Worldsource Wealth Management. As a key member of our transitions team, you will be responsible for providing exceptional customer service by managing all aspects of onboarding new advisors.

Job SummaryWe are seeking a highly motivated and detail-oriented Transformational Onboarding Specialist to join our team at Worldsource Wealth Management. As a key member of our Transitions Team, you will play a vital role in providing exceptional customer service by managing all aspects of onboarding new advisors.The ideal candidate will possess excellent...

Job OverviewWe are seeking a highly motivated and organized Senior Onboarding Specialist to join our team at Worldsource Wealth Management. As a key member of our Transitions Team, you will play a critical role in ensuring a seamless onboarding experience for new advisors.About the RoleThis is an exciting opportunity to leverage your exceptional customer...

About the RoleWe are seeking a highly motivated Transition Specialist to join our team in providing exceptional customer service by managing all aspects of onboarding new advisors.

Job OverviewThe Senior Client Onboarding Specialist is responsible for ensuring a seamless client onboarding experience. This involves managing all aspects of new advisor onboarding, providing high-quality customer service, and adhering to established service levels.Key Responsibilities:• Ensure client onboarding data accuracy by applying high standards of...

Job DescriptionAs a Senior Onboarding Specialist at Worldsource Wealth Management, you will play a crucial role in providing exceptional customer service to new advisors.Key Responsibilities:Escalation Resolution: Resolve complex issues related to new transition advisors promptly and accurately, demonstrating strong business acumen and excellent...

Job OverviewWe are seeking a highly motivated Transition Administrator to join our team at Worldsource Wealth Management. As a key member of our Transitions Team, you will play a critical role in providing exceptional customer service and ensuring a seamless onboarding experience for new advisors.About the RoleThis 18-month contract position offers a unique...

At Worldsource Wealth Management, we are seeking a highly motivated and energetic Transition Administrator to join our team. This is an exciting opportunity for someone who is passionate about delivering exceptional customer service and ensuring seamless onboarding experiences for new advisors.As a key member of our Transitions Team, you will work closely...

About the Role">This is a challenging opportunity for a highly motivated and organized individual to join our team as a Transition Administrator. In this role, you will be responsible for providing exceptional customer service by managing all aspects of onboarding new advisors.">Responsibilities">">Ensure accurate and timely completion of client onboarding...

IFG - International Financial Group, a well-established public practice firm in York Region, is seeking a Lead Financial Reporting Specialist due to continuous growth and opportunity.The successful candidate will be responsible for preparing high-quality financial reports, including Notice to Reader, Review and Audit Engagement files. They will also prepare...

Job OverviewWe are seeking a skilled Mortgage Officer to join our team at JinXi Financial. As a mortgage expert, you will play a crucial role in helping clients achieve their financial goals.About the RoleThe successful candidate will be responsible for approving or rejecting loan applications, assisting clients with financial objectives, and providing...

Job Description:">We are seeking an experienced and detail-oriented Transition Administrator to join our team at Worldsource Wealth Management."> ">About the Role:">The Transition Administrator is responsible for providing high-quality customer service by managing all aspects of onboarding new advisors. This includes resolving escalations, navigating...

About JinXi FinancialJinXi Financial is a leading financial institution dedicated to providing top-notch services to its clients.Salary RangeThe estimated salary for this position ranges from $60,000 to $80,000 per year, depending on location and experience.Job DescriptionAs a Mortgage Officer at JinXi Financial, you will play a crucial role in helping...

Company OverviewAt Meridian Credit Union Ltd, we strive to provide exceptional financial services while promoting an inclusive and accessible environment for our employees and customers.We believe in fostering a diverse and collaborative work culture that encourages creativity, curiosity, and celebrates success.Estimated Salary$85,000 - $110,000 per yearJob...

Job DescriptionWe are seeking a highly skilled and experienced Senior Mortgage Finance Specialist to join our team at JinXi Financial.About the RoleThis is an excellent opportunity for a motivated individual with strong financial acumen and excellent communication skills to work in a dynamic environment, promoting sale of credit and loan services and network...

Job DescriptionWe are seeking an experienced Administrative Specialist to join our team at Diaplan's Financial Service Inc. in a Permanent position.The ideal candidate will have 7 months to less than 1 year of experience and a secondary (high) school graduation certificate.Key ResponsibilitiesArrange and co-ordinate seminars, conferences, etc.Open and...

Job Title: Financial Services ProfessionalCompany Overview:IFG - International Financial Group, a well-established public practice firm in York Region, continues to expand its services. The company provides a comprehensive range of accounting solutions and is seeking a highly skilled Senior Staff Accountant to join their team.Salary: $80,000 - $110,000 per...

At Sienna Senior Living, we empower our team members to deliver excellent clinical care and elevate the resident experience through choice, personalization, and community engagement.We are seeking a talented Financial Data Analyst - Business Intelligence Specialist to join our Support Services Office team in Markham, Ontario. In this role, you will...