sourcing specialist

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