Onboarding Specialist

Cedarstone Holdings Inc. • Wheaton, IL

1d • Hybrid

About The Position

Cedarstone is hiring a part-time Onboarding Specialist to support the onboarding of new Financial Operations clients and new services for existing clients. The Onboarding Specialist helps coordinate meetings, tasks, documentation, system setup, client communication, and follow-up so onboarding is clear, organized, timely, and ready for successful handoff to service delivery teams. This role works closely with the Managing Director, Financial Operations Onboarding & Support and partners with internal teams across Financial Operations, Client Experience, Finance, Data/IT, DevOps, and other areas. The ideal candidate will bring strong administrative coordination, project tracking, communication, documentation, and follow-through skills. This is a good opportunity for someone who enjoys organizing details, supporting clients and teammates, improving workflows, and helping ensure important next steps do not fall through the cracks.

Requirements

• Strong administrative coordination skills.
• Project tracking skills.
• Communication skills.
• Documentation skills.
• Follow-through skills.

Nice To Haves

• Enjoys organizing details.
• Enjoys supporting clients and teammates.
• Enjoys improving workflows.
• Enjoys helping ensure important next steps do not fall through the cracks.

Responsibilities

• Support the onboarding of new Financial Operations clients and new services for existing clients.
• Coordinate meetings, tasks, documentation, system setup, client communication, and follow-up.
• Ensure onboarding is clear, organized, timely, and ready for successful handoff to service delivery teams.
• Partner with internal teams across Financial Operations, Client Experience, Finance, Data/IT, DevOps, and other areas.

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: No Education Listed