Onboarding Solutions - Associate

About the Role

Responsibilities

• Structure legal documents into iCapital’s software using the company's proprietary tool.
• Operate confidently within technical systems and tools that support the iCapital platform, including configuration management, workflow logic, and issue triage across multiple platform interfaces.
• Identify which questions in legal documents are applicable to investor types and apply necessary logic.
• Communicate with the team on advancements and areas for improvement within internal systems and processes.
• Develop an in-depth understanding of all interfaces on the Onboarding Solutions team, ensuring the seamless transition of clients from internal-facing to external-facing team members.
• Execute end-to-end technical and operations deliverables, manage daily workflows to ensure consistent, high-quality delivery.
• Act as a subject matter expert on subscription document onboarding.

Requirements

• 2-6 years of experience in a legal role drafting, researching, and comprehending complex legal documents
• Bachelor’s degree is required
• Able to thrive in a fast-paced, dynamic environment, demonstrating flexibility and the ability to quickly adjust to new challenges and priorities
• Self-starter and self-motivated to hit deadlines without micromanagement
• Proactive team member who seeks ways to improve operational efficiency, contributing positively to team culture and client success
• Experience with a large caseload, working alongside multiple attorneys and legal teams, or across multiple legal fields
• Strong verbal and written interpersonal skills with the ability to explain complex concepts to clients and internal parties with limited knowledge of the topic

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