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Onboarding Specialist At Twain Financial Partners LLC

Location: St. Louis, Missouri

Job Description

ABOUT TWAIN FINANCIAL PARTNERS

Twain Financial Partners ("Twain") is an investment firm located in St. Louis, MO, with over $4 billion in assets under managements within the public-private partnership sector. Our firm works with a wide variety of investment types, specializing in tax credit, structured debt, and real estate transactions. Twain works closely with financial institutions, corporations, and high-net-worth individuals to structure and manage investments that offer both attractive economic return and social benefits.

TWAIN Business Intelligence

The Business Intelligence team is responsible for the design, implementation and management of technology solutions. The team supports company-wide initiatives by developing solutions for data management and business process improvement to ensure that business goals and strategic priorities are achieved.

Job Overview

The Onboarding Specialist is responsible for interpreting and onboarding data and documents into Twain's internal databases, including Microsoft Dynamics CRM, Sharepoint, Great Plains accounting system and other integrated systems. The Onboarding team serves as the organization's central point of contact for the collection of data and documents to ensure that they are accessible across the organization. This full-time position is in St. Louis, Missouri and requires little or no travel. This position will work and report directly to the Manager of Onboarding.

Responsibilities

Preferred Experience

Job Type: Full-time