Job Description

Job Description:

• Receipt of docs, queue up for review (standard to offshore, complex to Counsel)
• Sub doc review – based on checklist/process outlined during training
• Work within Anduin (digital document platform) to access documents and communicate with clients and update status via the platform
• Work from PDF for non-Anduin sub docs, communication via email
• Coordinate with Counsel on complex reviews and side letters
• Manage additional inquiries from clients
• Review AML and Tax docs for completeness
• Liaise with AML and Tax teams to coordinate reviews
• Upload and categorize docs in Appian
• Enter data and statuses in Appian (possible OCR/AI solution to scrape data)
• Upload and categorize docs in Appian
• Collate ready to close docs
• Collate and execute final sub docs

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