Securities Deal Onboarding Specialist

Jobtailor

Ireland

On-site

EUR 55,000 - 75,000

Full time

14 days+

Application generator

Turn this role into an interview — a resume and cover letter built around what this employer wants.

Get past ATS filters

Job summary

Jobtailor in Ireland seeks a detail-oriented professional to manage deal documentation and onboarding across multiple systems. You will coordinate the collection of tax documents and ensure deadlines are met in collaboration with CLO Relationship Managers.

Responsibilities include handling escalation for business line queries, tracking deal setup stages, and continuously seeking efficiencies to strengthen DOM processes while staying compliant with CAR, MiFID and related regulatory frameworks.

Qualifications

Bachelor's degree in finance or equivalent work experience.
Three to five years of experience in deal onboarding team.
Good knowledge of trust and securities operational functions, systems, procedures, products and services.
Good knowledge and understanding of legal, regulatory and accounting principles affecting Wealth Management & Securities Services business lines and clients.

Responsibilities

Oversee client deal documentation, ensuring information from clients is received and documented correctly in a timely fashion.
Onboard deals across systems, gathering of tax documentation and managing deadlines with CLO Relationship Managers.
Act as escalation contact for business line queries and requests, managing tracking of new deal setup across stages.
Continuously seek improvements, efficiencies and enhanced controls in DOM processes.
Understand regulations related to processes, e.g. CAR, MiFID, and risks to avoid potential issues.