Onboarding Specialist

Location: Winnipeg, MB

Reports to: Manager, Administration

Department: Administration

Position type: Full Time - 37.5 hours per week

Salary range : $50,000-$55,000

About Cardinal

Cardinal Capital Management is an employee-owned, Winnipegbased

investment firm providing discretionary portfolio

management and personalized wealth advisory services to high-networth

families, foundations, corporations, and institutional clients.

Our reputation is built on disciplined investment management,

integrity, and long-term client relationships. We are committed to

delivering exceptional outcomes for our clients while fostering a

collaborative, professional, and inclusive workplace.

Position Summary

The Onboarding Specialist manages and coordinates all aspects of

the client onboarding process, ensuring a seamless, efficient

experience from account initiation through funding and completion.

This role is a key operational support function within the

organization, working closely with the Business Development team,

custodians, referring agents, and internal departments to ensure

accurate, timely account setup and asset transfers.

The successful candidate oversees the collection, preparation,

review, and administration of client documentation, ensuring all

onboarding activities comply with internal procedures, regulatory

requirements, and industry standards. This position requires

exceptional attention to detail, strong organizational and

communication skills, and the ability to manage multiple priorities

in a fast-paced financial services environment.

The Onboarding Specialist plays a vital role in maintaining high

service standards by proactively monitoring account progress,

resolving documentation deficiencies, tracking transfers, and

providing regular status updates to stakeholders. In addition to

onboarding responsibilities, the role supports ongoing client account

maintenance, transaction processing, reporting, and general

administrative operations.

Working collaboratively with the Business Development team and

senior management, the Onboarding Specialist contributes to

operational efficiency, client satisfaction, and the firm's overall

success and growth.

Qualifications & Skills

Postsecondary education in Business Administration, Finance,

Office Administration, or a related field is considered an asset

Previous experience in financial services, wealth management,

banking, or client onboarding is preferred

Strong attention to detail and excellent organizational and timemanagement

skills

Ability to manage multiple priorities and meet deadlines in a

fast-paced environment

Strong written and verbal communication skills

Proficiency in the Microsoft Office Suite, including Excel, Word,

and Outlook

Experience with CRM systems, financial platforms, or custodial

systems is considered an asset

Ability to handle confidential information with professionalism

and discretion

Strong problem-solving skills and proactive follow-up

Team-oriented mindset with the ability to work independently

when required

Key Duties & Responsibilities

Specific duties and functions include, but are not limited to:

Client Onboarding & Account Administration

Coordinate and manage all aspects of the new account opening

process from initiation to completion

Prepare Cardinal and custodian account-opening documentation

accurately and efficiently

Assist referring agents and clients with the completion of

onboarding documentation and requirements

Review submitted documentation for completeness and accuracy

and follow up on deficiencies or outstanding requirements

Update and maintain internal systems with new client and

account information

Ensure all onboarding activities are completed in compliance

with internal policies and regulatory standards

Account Funding & Transfer Processing

Coordinate all tasks related to the initial funding of client

accounts and transfer-in of client assets