Vanguard · 17 hours ago
Onboarding & Licensing Administrator
Vanguard is a company committed to the long-term financial wellbeing of its clients. They are seeking an Onboarding & Licensing Administrator to ensure smooth onboarding cycles and provide administrative support for licensing processes.
FinanceFinancial Services
Responsibilities
Coordinate and manage logistics for onboarding and licensing classes, including schedules, rosters, facilities, equipment preparation, and systems access until their transition to the appropriate administrative team responsible for training
Act as a liaison between all partners involved in onboarding and licensing (HR, Licensing & Registration, Licensing Support, Compliance, IT, facilities, and site leadership)
Balance ongoing onboarding cycles with administrative needs of crew already in licensing
Track and audit onboarding and licensing data in Excel and internal systems to ensure accuracy and completeness across processes
Maintain workflow tools such as Power Automate, Oracle, Planon, and Microsoft 365
Update and maintain standard work, documentation, and process materials while applying VMS and continuous‑improvement principles to streamline onboarding and licensing administration workflows
Qualification
Required
Bachelor's degree or equivalent experience
2–3 years of experience in operations, HR operations, onboarding, administrative support, or similar structured workflows
Strong organizational skills and experience coordinating multi‑step processes in a fast‑paced environment
Detail‑oriented mindset with the focus to maintain consistency in routine tasks while catching nuanced changes across interconnected processes
Clear and confident communication with cross‑functional partners
Ability to learn systems quickly and manage multiple platforms
Preferred
Strong Excel and Microsoft 365 skills, with comfort managing data accurately across systems
Exposure to workflow or vendor platforms (Oracle, Planon, Pass Perfect, Workday)
Comfort using or learning workflow automation tools (Power Automate)
Calm, adaptable, and process‑focused mindset
Company
Vanguard
Check is a client-owned investment company that offers low-cost mutual funds, ETFs, advice, and related services.
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
ic@3401
2017-03-31Non Equity Assistance
Leadership Team
Recent News
2026-01-20
2025-09-05
2025-03-15
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