Documentation Specialist (contract)

BNY

Pittsburgh (Allegheny County)

Hybrid

USD 3,444,000 - 4,271,000

Full time

14 days+

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Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Retirement plan

Job summary

BNY seeks a Documentation Specialist to support global market openings, coordinating, compiling, reviewing, and managing the documentation required through the market-opening process.

The role acts as a key liaison between internal teams and global clients, ensuring accurate documentation is delivered for review and signature. It is a 12-month contract located in Pittsburgh, PA, with a hybrid schedule (4 days on site).

Qualifications

Bachelor's degree required.
Strong organizational and time-management skills.
Exceptional attention to detail.
Ability to manage multiple client requests simultaneously.
Strong written and verbal communication skills.
Experience reviewing detailed documentation and identifying discrepancies or missing information.
Ability to work independently while coordinating with multiple internal and external stakeholders.
Comfortable working in a fast-paced, deadline-driven environment.

Responsibilities

Global Market Openings: Support the documentation process for global clients opening new markets, ensuring all required materials are compiled and coordinated throughout the process.
Documentation Preparation: Compile and organize required documentation, forms, and templates based on the specific requirements of each market opening.
Client Coordination: Prepare and send documentation packages to global clients for review, completion, and signature, ensuring clients have the appropriate materials and instructions.
Document Review: Review completed documentation and client feedback for accuracy and completeness. Identify required changes, missing information, or outstanding documentation and coordinate next steps.
Document Updates: Track and incorporate requested changes to documentation, ensuring revised materials are accurate and ready for subsequent review or signature.
Multiple Requests: Manage multiple market-opening requests at various stages of completion, prioritizing work and maintaining accurate records of outstanding items and deadlines.
Documentation Tracking: Monitor documentation throughout the market-opening process, including materials sent to clients, documents returned for review, revisions required, and final signed documents.
Cross-Functional Communication: Coordinate with internal teams and stakeholders to obtain required information, resolve documentation issues, and keep market-opening requests moving forward.

Skills

Organization

Time management

Attention to detail

Communication skills

Independent work

Stakeholder coordination

Multitasking

Education

Bachelor's degree

Job description

At BNY, our culture allows us to run our company better and enables you to grow and succeed. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

Recognized as a top destination for innovators and champions of inclusion, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance, and this is what is all about. Join us and be part of something extraordinary.

Job Summary:

We are seeking a Documentation Specialist to support global market opening initiatives within a leading financial services organization. This role will work closely with global clients who are opening new markets and will be responsible for coordinating, compiling, reviewing, and managing the documentation required throughout the market-opening process.

The Documentation Specialist will serve as a key point of coordination between internal teams and global clients, ensuring the appropriate documentation is prepared and delivered for client review and signature. The ideal candidate is highly organized, detail-oriented, and comfortable managing multiple requests and documentation packages simultaneously. This is a 12-month contract position located in Pittsburgh, PA, with a hybrid work schedule (4 days on site).

Key Responsibilities:

Global Market Openings: Support the documentation process for global clients opening new markets, ensuring all required materials are compiled and coordinated throughout the process.
Documentation Preparation: Compile and organize required documentation, forms, and templates based on the specific requirements of each market opening.
Client Coordination: Prepare and send documentation packages to global clients for review, completion, and signature, ensuring clients have the appropriate materials and instructions.
Document Review: Review completed documentation and client feedback for accuracy and completeness. Identify required changes, missing information, or outstanding documentation and coordinate next steps.
Document Updates: Track and incorporate requested changes to documentation, ensuring revised materials are accurate and ready for subsequent review or signature.
Multiple Requests: Manage multiple market-opening requests at various stages of completion, prioritizing work and maintaining accurate records of outstanding items and deadlines.
Documentation Tracking: Monitor documentation throughout the market-opening process, including materials sent to clients, documents returned for review, revisions required, and final signed documents.
Cross-Functional Communication: Coordinate with internal teams and stakeholders to obtain required information, resolve documentation issues, and keep market-opening requests moving forward.

Qualifications:

Bachelor's degree required
Strong organizational and time-management skills
Exceptional attention to detail
Ability to manage multiple client requests simultaneously
Strong written and verbal communication skills
Experience reviewing detailed documentation and identifying discrepancies or missing information
Ability to work independently while coordinating with multiple internal and external stakeholders
Comfortable working in a fast-paced, deadline-driven environment

Preferred Experience:

Experience supporting market openings or account openings.
Experience working with global clients or international stakeholders
Previous experience in financial services, banking, or operations
Experience compiling, reviewing, and managing client documentation
Experience coordinating documents through review, revision, and signature
Experience creating or maintaining document templates and standardized processes
Previous administrative or documentation-focused experience

Why Join Us:

This is an excellent opportunity to support high-visibility global market-opening initiatives within a leading financial services organization. The Documentation Specialist will gain exposure to global clients, financial operations, and the processes involved in launching business activities in new markets.

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