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Documentation Specialist

  • Location: Getzville
  • Salary: 24.24-24.24
  • Contract hours: ZeroHour

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Job description:Work with clients and sales teams to obtain necessary documentation for account opening.Liase with client on obtaining the master securities forward transaction agreement and supporting documentation.Support and monitor the timely and accurate execution of sales and client requests to the group.Populate account opening, market opening, and tax documentation.Ensure all documents are collected, verified and stored, and provide status back to the client.Perform client documentation searches across internal and external sites and compile client profiles.Interact with client regarding the latest status and current onboarding actions.Partner with Accounts Control team to ensure KYC/AML/MiFID and other regulatory reviews on all clients is performed.Partner with Credit Risk Officers to ensure that all client review materials are in place and completed.Provide guidance in the role of subject matter expert in the areas of account opening, tax, and local market documentation to both Client staff and external clients.Maintain MIS on end to end process for tracking turnaround times of deliverables from team and other processing areas.

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