Overview
Skills
Job Details
Title: Client Sub Doc Resource
Location: New York City, NY (Onsite)
Type: Contract W2 only
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
About Next Gen Software Solutions LLC:
Next Gen Software Solutions is a trusted provider of IT Staffing and consulting services dedicated to empowering businesses with cutting-edge technology solutions and exceptional talent. We specialize in delivering tailored IT consulting services, innovative software solutions, and connecting businesses with highly skilled IT professionals. Founded and led by a dedicated U.S. Army solider, Next Gen Software Solutions is deeply rooted in the core values of integrity, discipline, commitment, and experience-principles that guide every aspect of our operations.
Equal Employment Opportunity Statement:
Next Gen Software Solutions LLC is an Equal Opportunity Employer. We are committed to fostering an inclusive and diverse workplace where all employees and applicants are treated respect and dignity. We do not discriminate based on race, colour, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, genetic information, veteran status, or any other legally protected characteristic under applicable federal, state, or local laws.
About Next Gen Software Solutions LLC: