M&A Onboarding Specialist (Remote/Hybrid)

srsacquiom; United States; Hybrid; USD 43,000 - 48,000; Full time

Benefits offered by this job

Day-one health coverage

401(k) with 4% company match

Discretionary time off

Employer-paid life insurance

Employee Assistance Programs

Discounted pet insurance

Fitness credit

Pre-tax plans for dependent care

Job summary

SRS Acquiom seeks an Onboarding Associate to oversee onboarding of new M&A transactions, reporting to the Senior Director, Contract Administration. The role demands analytical rigor, clear written and spoken communication, and precise documentation in our internal system.

You will coordinate with deal attorneys, collect documents, track transactions, and support multiple internal teams in a fast-paced environment. Hybrid or remote work options apply.

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

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

Skills

Communication skills

Financial industry experience

Education

Bachelor's Degree or equivalent

Job description

SRS Acquiom seeks an Onboarding Associate to oversee onboarding of new M&A transactions, reporting to the Senior Director, Contract Administration. The role demands analytical rigor, clear written and spoken communication, and precise documentation in our internal system.

You will coordinate with deal attorneys, collect documents, track transactions, and support multiple internal teams in a fast-paced environment. Hybrid or remote work options apply.