Onboarding Associate

Job Summary

To support the onboarding of new M&A transactions, the full-time remote Onboarding Associate will manage client communications, field complex inquiries, and ensure accurate documentation while collaborating with internal teams.

Key responsibilities

• Act as the primary point of contact for deal onboarding inquiries related to the Shareholder Representative Services product
• Communicate effectively with M&A attorneys for post-closing follow-ups and assist with executing agreements
• Onboard new deals by collecting M&A documents and materials, tracking transactions, and responding to client inquiries

Required qualifications

• 2-3 years of experience in the financial industry
• Bachelor's Degree preferred, or equivalent combination of education and experience
• Advanced knowledge of Microsoft Office, particularly Excel and Word
• Ability to prioritize multiple tasks with a high level of attention to detail in a fast-paced environment
• Strong analytical and organizational skills, with the ability to manage time-sensitive tasks effectively