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About the role
Key responsibilities & impact- Deal Document Oversight – Ensuring information from clients relating to Deal documents are received and documented correctly in a timely fashion.
- Deal Onboarding – Set up of deals across various systems, gathering of tax documentation and managing deadlines with CLO Relationship Managers.
- Queries & Escalations – Acting as escalation contact for business line queries and requests, managing tracking of new deal set up across stages.
- Change Management – Continuous seeking for improvements, efficiencies and enhanced controls in DOM processes.
- Understanding regulations related to processes, e.g. CAR, Mifid, and risks to escalate to avoid potential issues.
Requirements
What you’ll need- 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
Benefits
Comp & perks- Clearly defined salary ranges aligned with industry benchmarks and internal equity standards.
- Performance-based incentives for eligible employees awarded through transparent criteria.
- Inclusive equitable benefits focused on financial wellbeing, health & wellness.
- Continuous development opportunities including training, education support, and career progression pathways.
- Employee recognition programs celebrating achievements and milestones.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
deal onboardingdocument oversighttax documentation managementchange managementoperational functionslegal principlesregulatory principlesaccounting principlesrisk managementefficiency improvement
Soft Skills
communicationproblem-solvingtime managementattention to detailcollaborationescalation managementorganizational skillsclient relationship managementadaptabilitycritical thinking
Certifications
Bachelor's degree in finance