Document Review Analyst - Non Exempt

Job Title

This role will assist multiple Operations teams who support Investment Management, Banking and Loan products throughout the life of an account.

The functional work performed supports processes related to Account Openings, Contract/Client Agreement management, Records Management and large complex projects.

Review and approve documentation and information related to new account requests and account maintenance events

Data entry and review of sensitive client information across multiple systems and processes

Document management including systemically reviewing, identifying, and notating according to new document management directives

Various project support tasks

Strong attention to detail with ability to process critical data accurately and timely

Excellent client service skills using both written and oral communication

Experienced user of Microsoft Office products

High organizational ability while being able to prioritize multiple tasks in a changing environment

Ability to work in a fast-paced, deadline-driven environment with a sense of urgency

Ability to work independently and in a team setting

Rate Range: /HR (negotiation expected)