Onboarding Associate
New
S
SRS AcquiomM&A financial services
A fully remote position from within the Continental United States, standard working hours in Mountain Time, regardless of locationFull-TimeJunior
Salary31 - 35 USD per hour
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Job Details
- Experience
- 2-3 years of experience in the financial industry
- Required Skills
- Microsoft ExcelDocumentationAnalytical SkillsOrganizational skills
Requirements
- Have 2-3 years of experience in the financial industry.
- Have working to advanced knowledge of Microsoft Office, including Excel and Word.
- Have a bachelor’s degree, preferred, or an equivalent combination of education, training, and experience.
- Communicate complex aspects of a deal effectively and in a timely manner to M&A attorneys.
- Have experience prioritizing multiple tasks requiring strong attention to detail in a fast-paced office environment.
- Work within deadlines and complete work in a timely manner.
- Take ownership of issues and follow through to resolution.
- Work independently or as part of a team, as required.
- Demonstrate strong analytical and organizational skills and manage multiple time-sensitive tasks.
- Maintain confidentiality and integrity.
- Be able to work irregular hours, including nights, weekends, or after hours, when required.
- Be able to travel to the corporate office in Denver, Colorado.
Responsibilities
- Act as the primary contact for deal onboarding inquiries related to the Shareholder Representative Services product.
- Communicate with sell-side and buy-side M&A attorneys about post-closing follow-ups for internal groups.
- Perform wire callback verification for SRS Acquiom products.
- Track pending and closed transactions and assist with executing agreements.
- Collect M&A documents and materials for new deals and upload them into the system of record.
- Collect fees and funding from M&A transaction closings and respond to post-close client questions.
- Reconcile the system of record against reporting to ensure no tasks are missed.
- Compile, analyze, and send reports to senior leadership.
- Collaborate with internal groups to route fees and wires appropriately.
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