Onboarding Associate

Role Description

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 transactions. The role also requires the development and maintenance of processes related to client communication and support. This position requires fielding complex analytical questions across business lines, 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.

Location: This position is fully remote within the Continental United States. In-person visits to the Denver headquarters are required, on average three times per year. This role does require that you work standard working hours in Mountain Time.

Compensation: The hourly rate for this position is between $31.00 and $35.00, depending on level of experience.

Primary Responsibilities

• Act as the primary point of contact for deal onboarding inquiries related to the Shareholder Representative Services product.
• Communicate effectively and in a timely manner with sell or buy-side M&A attorneys for post-closing follow-ups for various internal groups.
• Perform wire callback verification for SRS Acquiom products.
• Track all pending and closed transactions.
• Assist with executing agreements.
• Onboard new deals by collecting M&A documents and materials and uploading them into our system of record.
• Responsible for collecting fees and funding from the closing of M&A transactions.
• Timely response to questions from clients regarding accounts and other issues that arise post-close.
• Facilitate special projects related to onboarding M&A deals.
• Assist internal teams with closing/closed deal-related tasks as needed.
• Complete full reconciliations by reviewing the system of record and compare to reporting to ensure no task is missed.
• Compile, analyze and send report to Senior leadership.
• Collaborate with internal groups to ensure fees and wires are routed appropriately.
• Other administrative or project-related duties as assigned.

Qualifications

• 2-3 years of experience in the financial industry.
• 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 M&A Attorneys effectively and in a timely 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) is required; NetSuite experience would be an added benefit, but not required.
• Can work within deadlines and complete work in a timely manner.
• Takes ownership of issues and follows through to resolution.
• Can work independently or as part of a team, as the issue requires.
• Strong attention to detail.
• Strong analytical and organizational skills.
• The ability to manage multiple time-sensitive tasks in a challenging, fast-paced, deadline-driven, and fluid environment.
• Maintain a high level of confidentiality and integrity.

Desired Characteristics

• Self-motivated.
• Intellectually curious.
• Collaborative.
• Ability to take initiative in learning and applying new skills.
• Highly motivated self-starter with the ability to work collaboratively and independently.
• Operates with the highest integrity and attention to detail.
• Passionate about efficient, scalable business processes.
• Ability to prioritize and multitask across many projects.

Physical Requirements/Special Demands

• Ability to work irregular hours, such as nights/weekends or after hours, may be required.
• Work in a fast-paced environment.
• Ability to travel to the corporate office in Denver, Colorado.
• Must be able to operate standard office productivity machinery and equipment, including a phone, computer/laptop, mouse, and keyboard.

Benefits

• Day‑one coverage: medical, dental, and vision plans so you’re protected from the start.
• A 401(k) with a 4% company match to keep your future on track.
• Discretionary time off - take the time you need, when you need it.
• Employer‑paid life insurance, with the option to add extra coverage for peace of mind.
• Employee Assistance Programs for confidential support when life gets complicated.
• Discounted pet insurance (because furry family members count, too).
• A fitness credit to back your health and wellness goals.
• Pre‑tax plans for dependent care, transportation, and flexible spending.