Onboarding Solutions - Associate

Job description

About the Role iCapital is seeking an Associate to join the Onboarding Solutions team. This role sits at the center of iCapital's mission, focusing on enhancing operational scalability, driving innovation, and ensuring the delivery of exceptional experiences to iCapital clients and partners. This individual will become an expert and advisor on the iCapital platform while striving for operational excellence. The ideal candidate will build out legal documents workflows and become a strategic problem solver together with Associates and Assistant Vice Presidents. This role is highly collaborative, with a strong focus on understanding legal documents and improving operational processes as a team. 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...