Vesta Wealth Partners Ltd.

Onboarding Specialist

• Act as a point of contact for French and English-speaking clients
• Collect and verify onboarding documentation
• Coordinate end-to-end onboarding workflows and provide timely updates
• Respond to client inquiries professionally and promptly
• Support bespoke requests and escalate when needed
• Maintain accurate client records across custodians
• Process account updates, EFTs, wires, cheques, and transfers
• Track transfer progress with custodians
• Upload quarterly/annual reports and tax slips
• Collaborate with APMs on client servicing tasks

Bilingual Client Onboarding & Servicing Associate, French/English