Onboarding Associate
Job Overview
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Date PostedJuly 21, 2026
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LocationRemote
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Expiration dateOctober 21, 2026
Job Description
JOB DETAILS
- 2-3 years of experience in the financial industry
- Bachelor’s Degree preferred, or equivalent combination of education, training, and experience
- Excellent written and oral communication skills with the ability to convey sometimes complex aspects of a deal to M&A Attorneys effectively and in a timely manner
- Previous experience prioritizing multiple tasks that require a high level of attention to detail in a fast-paced office environment
- Working to advanced knowledge of Microsoft Office (Excel, Word) is required; NetSuite experience would be an added benefit, but not required
- Can work within deadlines and complete work in a timely manner
- Takes ownership of issues and follows through to resolution
- Can work independently or as part of a team, as the issue requires
- Strong attention to detail
- Strong analytical and organizational skills
- The ability to manage multiple time-sensitive tasks in a challenging, fast-paced, deadline-driven, and fluid environment
- Maintain a high level of confidentiality and integrity
- Act as the primary point of contact for deal onboarding inquiries related to the Shareholder Representative Services product
- Communicate effectively and in a timely manner with sell or buy-side M&A attorneys for post-closing follow-ups for various internal groups
- Perform wire callback verification for SRS Acquiom products
- Track all pending and closed transactions
- Assist with executing agreements
- Onboard new deals by collecting M&A documents and materials and uploading them into our system of record
- Responsible for collecting fees and funding from the closing of M&A transactions
- Timely response to questions from clients regarding accounts and other issues that arise post-close
- Facilitate special projects related to onboarding M&A deals
- Assist internal teams with closing/closed deal-related tasks as needed
- Complete full reconciliations by reviewing the system of record and compare to reporting to ensure no task is missed
- Compile, analyze and send report to Senior leadership
- Collaborate with internal groups to ensure fees are wires are routed appropriately
- Other administrative or project-related duties as assigned
- Self-motivated
- Intellectually curious
- Collaborative
- Ability to take initiative in learning and applying new skills
- Highly motivated self-starter with the ability to work collaboratively and independently Amiable
- Operates with the highest integrity and attention to detail
- Passionate about efficient, scalable business processes
- Ability to prioritize and multitask across many projects
Are you interested in this position?
Apply by clicking on the “Apply Now” button below!
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