Documentation Specialist
4 days ago
Documentation Specialist
Location: Boston, MA (Hybrid)
Contract Length: 6 Months with possible extension
Job Description:
What they will be doing/ working on:
This role focuses on handling the paperwork and processes needed to open accounts for clients in international markets, especially where extra steps are required by local laws. It’s a mix of admin work, like entering data and keeping track of documents, and compliance work, like making sure all the rules are followed. Think of it as a behind-the-scenes role that ensures everything is organized, accurate, and ready for clients to invest globally.
Must Have Skills:
- 1–3 years of experience in financial services, compliance, or operations
- Strong knowledge of Excel
- Excellent written and verbal communication skills
- Bachelor’s degree in Business, Finance, or a related field preferred
Preferred/Nice to have:
- Knowledge of financial regulations or global investment processes is a plus
Job Description:
The Documentation and Registration Specialist will join the client Global Registration Team. This team plays a critical role in managing investment approval processes and facilitating account openings in international markets that require foreign investor registration or specialized documentation. The role involves maintaining accurate registration databases, handling compliance-related paperwork, and supporting team operations through administrative and data entry tasks. The position is integral to ensuring that BBH meets global regulatory standards while providing exceptional service to institutional clients.
Key Responsibilities:
- Market Account Setup: Oversee the foreign investor registration process for specific international markets, ensuring all documentation is accurate and submitted within deadlines.
- Data Management: Update and maintain registration databases, ensuring data integrity and compliance with internal and external audit requirements.
- Client Support: Collaborate with internal teams and external clients to collect necessary documentation and ensure smooth account opening processes.
- Regulatory Compliance: Keep up-to-date with market-specific regulatory requirements and ensure BBH complies with all foreign investment rules.
- General Support: Perform clerical tasks, data entry, and other administrative functions to support team efficiency and workflow.
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