Onboarding Specialist II (Wealth Management)

Location: Boston, Massachusetts, United States; onsite four days per week

Pay: $30–$37 per hour

Company

hirify.global is a global multi-family office and non-bank wealth manager serving high- and ultra-high-net-worth individuals and families through investment management, wealth strategy, and family office services.

What you will do

• Oversee the end-to-end onboarding process for new clients and accounts, from wealth management agreement generation through account setup and funding.
• Prepare and process custodial forms, wealth management agreements, transfer forms, and required disclosures.
• Coordinate with clients to obtain signatures through DocuSign or by mail.
• Manage asset transfers, including ACATs, rollovers, and wires.
• Address client questions and needs throughout the onboarding process.
• Collaborate with client service specialists and internal teams to gather information and complete onboarding on time.

Requirements

• Bachelor's degree from an accredited institution.
• 2–3 years of operations or client service experience at an RIA or similar financial services company.
• Experience with Charles Schwab, Fidelity, Salesforce, Addepar, and DocuSign, or the ability to learn these systems quickly.
• Excellent verbal, written, analytical, and organizational skills, with the ability to follow through on client needs.
• Ability to work independently with minimal supervision while contributing effectively to a team.
• Must work onsite four days per week and have unrestricted authorization to work in the United States.

Culture & Benefits

• Collaborative, client-first environment focused on professional growth and employee development.
• 401(k) plan with employer matching.
• Subsidized medical plans and employer-paid dental, vision, life, AD&D, and disability insurance.
• Paid maternity and parental leave, paid time off, and flexible spending and health savings accounts.
• Training reimbursement, paid professional designations, commuter benefits, corporate discounts, and volunteer days.