Documentation & Onboarding Analyst at US Tech Solutions in Boston, Massachusetts

Posted in Other 13 days ago.

Type: full-time





Job Description:

Duration: 4-month assignment with the possibility to extend and convert into a full-time permanent opportunity

Employment Type: W-2

Job Description:
• The role requires excellent attention to detail, successful candidates in the past also have a good understanding of the legal setup of funds (i.e. have had a background in KYC or legal training (although this is not a legal role)
• Hybrid Schedule: We require 3 days in the office.
• 40 hours is our standard working week.

Responsibilities:
• Support the efficient completion and overall success of negotiation of the documentation with new and existing clients.
• Work alongside key stakeholders to obtain necessary approvals from the relevant credit, risk, capacity and legal teams.
• Support the maintenance of Onboarding Procedures, Policies and Guides
• Manage the document retention process within the group.
• Coordinate meeting arrangements, manage client onboarding trackers, maintain task lists, proof reading of legal documents.
• Support productivity by reviewing and enhancing processes, systems and structure with the goal of reducing the time to conclude contracts.

Requirement:
• 1 to 3 years of relevant work experience.
• Experience in the financial services industry, a plus.

Knowledge and skills (general and technical):
• Experience in foreign exchange trading instruments and fund structures a plus.
• Experience with standard desktop tools, including Microsoft Office, PowerPoint and strong Excel skills required.
• Strong attention to detail and analytical skills
• Strong ability to handle multiple and conflicting priorities, while meeting deadlines.
• Ability to interact with internal and external clients, in a professional manner.
• Strong problem solving, organizational and project management skills.
• Excellent written and verbal communication skills

Education:

BA/BS degree or equivalent work experience

About US Tech Solutions:

US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit www.ustechsolutions.com.

Recruiter Details:

Name: Sapna

Email: sapna.s@ustechsolutionsinc.com

Internal Id: 24-08414
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