InfiCare
InfiCare

Subscription Document Specialist

Almont, CO, US • Posted 3 hours ago • Updated 3 hours ago
Contract Corp To Corp
Contract W2
1 Year
No Travel Required
On-site
Depends on Experience
Fitment

Dice Job Match Score™

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Job Details

Skills

  • Subscription Document
  • Anduin
  • AML

Summary

Job Title: Subscription Document Specialist

Location: New York City, NY (Day 01 Onsite)

Job Type: Full-Time / Contract

Experience: 5+ years

Job Overview

Our client, a leading financial services organization, is looking for a Subscription Document Specialist to join their team in New York City. This role is central to the investor onboarding lifecycle — you'll be responsible for reviewing private fund subscription documents, managing document workflows, and ensuring accuracy across all intake and data entry processes.

Key Responsibilities

  • Accurately intake, review, and categorize subscription, AML, and tax documents using Anduin and Appian platforms
  • Maintain up-to-date status trackers and communication logs to ensure full visibility of onboarding progress
  • Coordinate with internal teams and engage counsel when required
  • Collate, prepare, and execute final document packages for investor onboarding
  • Provide clear documentation and timely responses to client inquiries
  • Execute test scripts for new fund launches, bug fixes, and enhancement releases
  • Maintain an issue tracker reflecting all open, ongoing, and resolved items
  • Process user access requests for Anduin in a timely manner
  • Identify gaps in documentation processes and recommend improvements
  • Standardize documentation workflows to drive efficiency and reduce rework

Required Skills

  • Strong knowledge and experience in Subscription Review processes
  • In-depth understanding of Private Wealth Management operations
  • Excellent analytical and problem-solving skills
  • Proficiency in process improvement methodologies
  • Strong organizational and multi-tasking abilities
  • High level of accuracy and commitment to quality
  • Proactive communication and stakeholder management skills
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
  • Dice Id: 10113809
  • Position Id: 111509-1090-1787603051
  • Posted 3 hours ago
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