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Associate, Administration and Planning Specialist
1 month ago
At BNY, we empower our employees to grow and succeed in a dynamic and inclusive work environment. As a leading global financial services company, we touch nearly 20% of the world's investible assets. Our 50,000+ employees bring their unique perspectives to create solutions that benefit businesses, communities, and individuals worldwide.
Our CultureWe're proud to be a leader in the industry, recognized for our innovative approach and commitment to diversity and inclusion. Our awards include America's Most Innovative Companies, World's Most Admired Companies, and Human Rights Campaign Foundation's Corporate Equality Index.
The RoleWe're seeking a highly detail-oriented and client-focused Associate to join our Wealth Management team in Pittsburgh, PA. As a key member of our team, you'll partner with Premier Client Solutions project managers to complete documentation for each engagement.
Your responsibilities will include:
- Partnering with project managers to complete documentation for each engagement.
- Pre-filling required client documents for each engagement prior to client signature.
- Client-facing communication involved with sending and executing 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, you'll need:
- A Bachelor's degree in a related discipline or equivalent combination of education and experience.
- 2-3 years of experience in financial services or business partner function, with contract administration experience a plus.
- Excellent articulation, client focus, and communication skills.
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence. We provide access to flexible global resources and tools to support your life's journey, including generous paid leaves and volunteer time. BNY is an Equal Employment Opportunity/Affirmative Action Employer.
