Job Description
Job Description
GENERAL JOB DESCRIPTION
The Integration Specialist is responsible for supporting the Integration Team Lead with all day-to-day task for Mergers & Acquisitions. This role involves providing cross-functional business integration support to enhance and promote a seamless, rapid integration experience for pre- and post-deal integration activities. The support will follow the integration checklists to suit the specific needs of acquired businesses and the assigned Team Lead. This role also includes assisting, creating and maintaining Integration policies and procedures.
MAJOR DUTIES AND RESPONSIBILITIES
- Execute onboarding activities for newly acquired firms
- Follow integration processes for vendor implementation and data processing flow
- Assist new acquisitions with obtaining operational answers and creating seamless handoffs to internal teams
- Work closely with Integration Advisors on acquisition initiatives
- Participate in projects as needed
EXPERIENCE/CREDENTIALS
- Familiar with service-related matters to meet the needs and requests of Wealth Management clients and their accounts.
- Experience with new business processing of client accounts, on-boarding responsibilities associated with new accounts, and ongoing maintenance of the accounts.
- Professional and positive demeanor, superb work ethic, high level of personal ethics and integrity.
- Proficient in Microsoft Office (Outlook, Word, Excel, OneNote, Adobe).
COMPETENCIES
- Thrives in a fast-paced and dynamic team-based, collaborative environment
- Organized, detail-oriented, able to meet deadlines while maintaining flexibility
- Strong organizational and interpersonal skills with a demonstrated commitment to teamwork
- Excellent oral and written communication skills
- Demonstrated problem-solving and analytical abilities
- Ability to learn other MAI software tools and stay abreast of software updates
- Maintains absolute confidentiality of all client information and safeguards client and firm data
FEATURED BENEFITS:
- Discretionary Bonus
- Medical Insurance
- Dental Insurance
- Vision Insurance
- 401(k)
- Health Savings Account
- Paid Maternity Leave
- Paid Parental Leave
- Tuition Reimbursement