Onboarding Associate
New
S
SRS AcquiomM&A transactions
A fully remote position from within the Continental United States, standard working hours in Mountain Time, regardless of locationFull-TimeEntry
Salary31 - 35 USD per hour
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Job Details
- Experience
- 2-3 years of experience in the financial industry
- Required Skills
- Microsoft ExcelMicrosoft OfficeAnalytical SkillsAttention to detailOrganizational skills
Requirements
- Have 2-3 years of experience in the financial industry.
- Have a bachelor’s degree or an equivalent combination of education, training, and experience; a bachelor’s degree is preferred.
- Have working to advanced knowledge of Microsoft Office, including Excel and Word.
- Communicate complex deal information effectively and promptly to M&A attorneys.
- Prioritize multiple tasks requiring attention to detail in a fast-paced office environment.
- Work within deadlines and complete tasks in a timely manner.
- Take ownership of issues and follow through to resolution.
- Work independently or collaboratively as needed.
- Demonstrate strong analytical and organizational skills and attention to detail.
- Manage multiple time-sensitive tasks in a deadline-driven environment.
- Maintain confidentiality and integrity.
- Be able to work irregular hours, including nights, weekends, or after-hours when required, and travel to the Denver corporate office.
Responsibilities
- Serve as the primary point of contact for deal onboarding inquiries related to the Shareholder Representative Services product.
- Communicate with sell-side or 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.
- Assist with executing agreements and onboarding new deals by collecting M&A documents and uploading them to the system of record.
- Collect fees and funding from M&A transaction closings and collaborate with internal groups to route fees and wires appropriately.
- Respond to client questions about accounts and other post-close issues.
- Reconcile the system of record against reporting to ensure tasks are not missed.
- Compile, analyze, and send reports to senior leadership.
- Facilitate onboarding projects and assist internal teams with deal-related tasks.
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