Apply📍 United States
💸 65000.0 - 75000.0 USD per year
🔍 Financial Services
- Minimum 3-5 years of experience (M&A, banking, or finance helpful)
- Bachelor’s Degree preferred, or equivalent combination of education, training, and experience
- Top notch Customer Service and written communication skills
- Ability to become a subject matter expert in payment processes (e.g., know-your- customer requirements, ACH/wire payment process, etc.)
- Knowledge or ability to quickly learn basics of M&A transactions and be open to coaching or teaching
- Must be able to work within a group, and handle the activities of an administrative assistant
- Ability to project manage and juggle various time sensitive tasks.
- NetSuite experience highly preferred, but not required
- Coordinates internally with operations and payments departments to successfully solicit and distribute proceeds to shareholders.
- Requests and reviews payment spreadsheets to ensure all relevant information is provided and forwarding the same to internal operations
- Reviews, comments on and finalizes Letters of Transmittal and other solicitation documents to ensure it is compliance with operational procedures.
- Updates deal specifics on Agent’s internal database
- Fields inquiries from corporate principals, buy/sell-side counsel and major shareholders.
- Confirms deal documents are properly accounted for and loaded into internal database (request executed copies of the governing documents, etc.)
- Responsible for tracking all pending and closed transactions
- Opportunity to accompany sales team or Relationship Manager on a sales meeting
Project ManagementCommunication SkillsMicrosoft ExcelCustomer serviceAttention to detailWritten communicationComplianceMS OfficeData entryRelationship managementFinance
Posted 1 day ago
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