Hiring: Onboarding Specialist I Company: Corient Location: Post, OR Job Posted Time: 2026-09-03 14:27:26 Employment Type: On-site Target Skills & Keywords : CSS, Microsoft Excel, Microsoft Office About the job Experience: •18 years of age or older. Required Skills: •The CSS is also responsible for preparing manager paperwork for any managed accounts and communicating to ensure accurate and timely completion. The CSS assists in the subscription document preparation and information-gathering process as directed by the Investment Analysts. •The CSS prepares customized cash flow, recordkeeping, and other specialized financial reports for clients upon request. During tax season, the CSS is responsible for gathering and tracking tax information for assigned clients. On a periodic basis, this information is transferred to the CPAs. •In preparation for and following quarterly meetings, the CSS may prepare agendas, print and organize deliverables, update task lists, scan notes and documents to the client’s folder, participate in team meetings, and execute on any assigned tasks. •This is a utility player position that provides all types of support for the various client teams and general support for the office such as providing backup on the phones, copying and/or scanning documents, and completing special projects. Qualifications: •A bachelor’s degree •Two to four years of relevant experience preferred •Proficiency in Microsoft Office, with a high level of competency in Excel •Complete integrity with an uncompromised reputation •Demonstrated capacity to maintain total confidentiality •An excellent team player who enjoys collaboration but also works well individually •Strong verbal and written communication skills •Excellent analytical and organizational skills •Demonstrated capacity to remain detail-oriented while multi-tasking and working at a fast pace •Demonstrated capacity to take ownership of projects and carry them through to completion Compensation: •PTO tracking, benefit administration, and specialized reporting could also be required Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!