SRS Acquiom Hiring for Onboarding Associate Job at Remote Full Time

About SRS Acquiom:

At SRS Acquiom, our focus is on simplifying complex transactions in M&A and in the Loan Agency markets. Since 2007, we have been continuously innovating to solve issues for some of the industry’s most sophisticated buyers, sellers, borrowers, lenders, and counsel. Our top-tier team has supported more than 5,000 deals in $565B in aggregate value including high-profile transactions such as Google’s acquisition of Nest, Facebook’s acquisition of Oculus and Yahoo’s acquisition of Tumblr. We are looking for extraordinary people to help drive our continued success. If you are looking to join a growing, entrepreneurial environment in an established company, we want to hear from you!

Position Summary:

SRS Acquiom is currently recruiting for an Onboarding Associate, reporting to the Senior Director, Contract Administration. Under general direction, the Onboarding Associate is responsible for overseeing all functions as it relates to the onboarding process of new M&A deals. The role also requires development and maintenance of processes related to client communication and support.

This position requires fielding complex analytical questions across business lines and being able to communicate effectively and professionally, and document findings in the internal database. This position requires a motivated, highly detail oriented, individual with a strong work ethic. This person should have excellent oral and written communication, analysis, and documentation skills.

The range for this position is between range of $26.44 – $31.25/per hour ($55k – $65k annually), depending on level of experience.

Position can be located in Denver, CO, Minneapolis MN, or be fully remote.

Primary Responsibilities:

• Track all pending and closed transactions.
• Onboard new deals by assisting the Professional Services Group with collecting M&A documents and materials and uploading them into our system of record.
• Compile final agreements as needed.
• Timely respond to questions from clients regarding accounts and other issues that arise post-close.
• Facilitate special projects related to Onboarding.
• Assist other groups with closing/closed deal-related tasks as needed.
• Liaise with Counsel for post-closing follow ups for various internal groups.
• Collaborate with internal groups to ensure fees and wires are routed appropriately.
• Other administrative or project related duties as assigned.

Required Qualifications & Skills:

• 2-3 years of client excellence experience dealing with high-net-worth individuals preferred; experience in the financial industry required.
• 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 Shareholders effectively and timely in a professional 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) Required; NetSuite experience would be added benefit, but not required.

Desired Characteristics:

• Self-motivated
• Intellectually curious
• Collaborative
• Amiable
• Operates with highest integrity and attention to detail
• Passionate about efficient, scalable business processes
• Ability to prioritize and multi-task across many projects

A few benefits our employees enjoy:

• Comprehensive benefit plans (medical/dental/vision) starting on day 1
• 401(k) with 4% matching
• Discretionary time off
• Discretionary bonus incentive
• Fitness credit
• Several pre-tax plans (dependent care, transportation, flexible spending)
• Transportation reimbursement
• Benefits reimbursement

Physical Requirements/Special Demands:

• Must be available to work standard business hours, and occasional nights/weekends.
• Must be able to spend large amounts of time standing or walking around office and between floors.
• Must be able to work on-site in Denver office majority of time.
• Travel may be necessary, up to 20% of year, and may not be scheduled in advance.
• Must be able to routinely lift 30lbs.

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without advanced notice.

With respect to its programs, services, activities, and employment practices, SRS Acquiom Inc. assesses qualified individuals without regard to their race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), age, national origin, disability, veteran status, genetic information, or other protected status. Requests for reasonable accommodation or the provision of auxiliary aids should be directed to Human Resources.

Job Type: Full-time

Pay: $55,000.00 – $65,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Referral program
• Retirement plan
• Vision insurance

Supplemental Pay:

• Bonus pay

Experience:

• financial industry: 1 year (Required)

Work Location: Remote