Associate, Administration and Planning II

1 month ago

Pittsburgh PA United States BNY Full time

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.

We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what is all about.

As a leading wealth manager, BNY Wealth Management is focused on helping successful individuals and their families build, manage and sustain their wealth across generations and market cycles. Through a unique service model focused on five Active Wealth practices - Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies - they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations.

We're seeking a future team member for the role of Associate, Premier Docs to join our Wealth Management team. This role is located in Pittsburgh, PA - Hybrid.

In this role, you'll make an impact in the following ways:

  • Partner with Premier Client Solutions project managers to complete the required documentation for each engagement.
  • Responsible for the pre-filling of required client documents for each engagement prior to client signature; sending the documents to clients for signature; and tracking the completion of all documentation sent out.
  • Client-facing communication involved with the sending and execution of client documentation.
  • Responsible for system data entries, key data element entries associated with each document, and KYC / AML information submissions.

To be successful in this role, we're seeking the following:

  • Bachelor's degree in a related discipline or equivalent combination of education and experience required.
  • 2 - 3 years of experience in financial services or business partner function preferred, experience in contract administration is a plus.
  • Applicants for this role must be highly detail oriented, have great articulation, client focus, and communication skills.


At BNY, our culture speaks for itself. Here's a few of our awards:

  • America's Most Innovative Companies, Fortune, 2024
  • World's Most Admired Companies, Fortune 2024
  • Human Rights Campaign Foundation, Corporate Equality Index, 100% score,
  • Best Places to Work for Disability Inclusion , Disability: IN - 100% score,
  • "Most Just Companies", Just Capital and CNBC, 2024
  • Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
  • Bloomberg's Gender Equality Index (GEI), 2023


Our Benefits and Rewards:

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

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