Onboarding Coordinator (12-Month FTC)

K3 Capital Group; Bolton; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading investment firm in Bolton seeks a motivated Onboarding Administrator for a 12-month fixed-term contract with prospects for permanence. The role involves supporting Business Sales and M&A deal processes, ensuring seamless onboarding for clients. Ideal candidates will receive full training and engage in a collaborative environment while possessing strong communication and organizational skills. This position offers competitive salary and benefits, career advancement opportunities, and valuable exposure to M&A transactions.

Benefits

Healthcare discount scheme

Team days out and social activities

Regular team incentives

Qualifications

• Excellent attention to detail is mandatory.
• Brilliant communication skills are essential for internal and external contacts.
• Strong team player with good time management is required.

Responsibilities

• Liaison between Operations, Sales, Compliance and Clients for seamless onboarding.
• Collection and verification of client documentation.
• Maintain accurate client records in CRM and spreadsheets.

Skills

Attention to detail

Communication skills

Team player

Time management

Efficiency

Ability to work under pressure

Confidentiality

Job description

A leading investment firm in Bolton seeks a motivated Onboarding Administrator for a 12-month fixed-term contract with prospects for permanence. The role involves supporting Business Sales and M&A deal processes, ensuring seamless onboarding for clients. Ideal candidates will receive full training and engage in a collaborative environment while possessing strong communication and organizational skills. This position offers competitive salary and benefits, career advancement opportunities, and valuable exposure to M&A transactions.