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Subscription Document Specialist

Alltech Consulting Services, Inc.

Hybrid in New York, New York • Today

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Contract

Depends on Experience

Subscription Document Specialist

MphasiS Corporation USA

Hybrid in New York, New York • 13d ago

Easy Apply

Full-time

$60,000 - $100,000

Talent, Event & LIVE Security Specialist

First Tek, Inc.

New York, New York • 11d ago

Easy Apply

Full-time

Depends on Experience

Microsoft Sentinel SOC Specialist (L3)

LANDMARKIT LLC

Jersey City, New Jersey • Today

Easy Apply

Contract

Depends on Experience

Project Coordinator / Specialist

Randstad Digital

New York, New York • Today

Contract

USD60 - USD66

Red Team Specialist - Vulnerability Management / Manhattan NY / Mesa AZ - Hybrid

Svam International, Inc.

Hybrid in New York, New York • Today

Easy Apply

Contract, Third Party

Up to $70

Senior Marketing Operations Specialist

Yoh - A Day & Zimmerman Company

New York, New York • 3d ago

Easy Apply

Full-time

Estimated Min Rate: $38.39 Estimated Max Rate: $54.84

Senior Marketing Operations Specialist

Yoh - A Day & Zimmerman Company

New York, New York • Today

Easy Apply

Full-time

Estimated Min Rate: $38.39 Estimated Max Rate: $54.84

Technical Claims Specialist

SANS

Hybrid in New York, New York • 28d ago

Easy Apply

Contract

$60 - $80

Digital Content Specialist

Diversified Systems, Inc.

Hybrid in New York, New York • Today

Easy Apply

Contract, Third Party

Depends on Experience

IT Specialist Junior

BCforward

New York, New York • Today

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Contract

$40.00 - $50 per annum

Conference Center Technology Specialist

Request Technology, LLC

Hybrid in New York, New York • Today

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Full-time

$80,000 - $100,000

Senior Technical Specialist Java, Microservices, React.js

TESTINGXPERTS, INC. DBA DAMCOSOFT

New York, New York • Today

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Contract

Desktop Engineer - End User Computing Specialist

Hexaware Technologies, Inc

Jersey City, New Jersey • Today

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Full-time

Depends on Experience

Radio Technology Support specialist (Should have experience with implementing large-scale public safety MOTOROLA radio communications systems specifically)

Svam International, Inc.

Mineola, New York • Today

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Contract, Third Party

Depends on Experience

Regulatory Specialist

Trinite Consulting Group LLC

Remote • 3d ago

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Contract

Depends on Experience

Contracts & Program Specialist

Johnson Technology Systems Inc (JTSI)

Remote • 4d ago

Easy Apply

Full-time

$30 - $40

Profound Platform Specialist

Stefanini

Remote or Dallas, Texas • Today

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Contract

$60 - $65 /hr

Provider Relation Specialist

Pyramid Consulting, Inc.

Remote • 12d ago

Easy Apply

Contract

$22 - $25

Commercial Insurance Certificate Specialist- Remote

Generis TEK Inc.

Remote • Today

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Contract

$16 - $18

Senior Cloud Security Specialist (AWS) | Remote

Apetan Consulting

Remote • Today

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Contract, Third Party

$45 - $70

W2 :: Remote :: VistA/MUMPS Healthcare Applications Support Specialist || G.C / U.S.C

Bitsoft International, Inc.

Remote • Today

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Contract

Depends on Experience

Sr. Google Cloud Platform Network Specialist

GSS Infotech

Remote • Today

Easy Apply

Contract, Third Party

65 - 80

Heathcare Enrollment Specialist

Jab-Tek

Remote • 25d ago

Easy Apply

Contract

Depends on Experience

ORBUSInfinity Architecture Specialist - Remote

VIVA USA INC

Remote • 6d ago

Easy Apply

Contract

87 - 92

Project Specialist

Innova Solutions, Inc

New York, New York • 4d ago

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Contract

Depends on Experience

Oracle Cloud Security Specialist

Innova Solutions, Inc

New York, New York • 5d ago

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Contract

Depends on Experience

Strategic Planning Specialist

System One

Remote • 26d ago

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Contract

Depends on Experience

Resolution Specialist

The Intersect Group

Remote • Today

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Contract

Depends on Experience

LLM Specialist

GDH

Remote • 4d ago

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Contract, Third Party

Depends on Experience

Job Details

Skills

Onboarding
Workflow
Stakeholder Management
Multitasking
Microsoft Excel
Documentation
Finance
Financial Services
Forms
Confluence
Dashboard
Data Analysis
Appian
Business Administration
Collaboration
Communication
Conflict Resolution
DMS
Project Management
Microsoft PowerPoint
Microsoft SharePoint
Migration
Data Entry
Analytical Skill
Document Management
Management
Microsoft Office
Problem Solving
Process Improvement
Reporting
Taxes
Leadership
AML
Technical Drafting
Wealth Management
Test Scripts
Private Equity

Onboarding
Workflow
Stakeholder Management
Multitasking
Microsoft Excel
Documentation
Finance
Financial Services
Forms
Confluence
Dashboard
Data Analysis
Appian
Business Administration
Collaboration
Communication
Conflict Resolution
DMS
Project Management
Microsoft PowerPoint
Microsoft SharePoint
Migration
Data Entry
Analytical Skill
Document Management
Management
Microsoft Office
Problem Solving
Process Improvement
Reporting
Taxes
Leadership
AML
Technical Drafting
Wealth Management
Test Scripts
Private Equity

Summary

Job Title: Subscription Document Specialist
Experience Required: 5+ Years
Location: [NYC]
Employment Type: Full-time / Contract
Reports To: Program Manager

Job Summary: Responsible for reviewing private fund subscription documents including subscription agreements, side letters, AML, and tax forms to ensure accuracy and completeness. Manages document intake, categorization, and data entry within Anduin and Appian, maintains status logs, prepares final document packages, and supports investor onboarding. Coordinates with internal teams, responds to client inquiries, executes test scripts for new fund launches and system updates, manages user access requests, and maintains an uptodate issue tracker.

Responsibilities:

Accurately intake, review, and categorize subscription, AML, and tax documents using the Anduin and Appian platforms.
Maintain uptodate status trackers and communication logs to ensure full visibility of onboarding progress.
Coordinate effectively with internal teams and engage Customer s counsel only when required.
Ensure all data entry is completed accurately and in accordance with established standards.
Collate, prepare, and execute final document packages for investor onboarding.
Provide clear documentation and timely responses to Customer inquiries.
Execute test scripts for new fund launches, bug fixes, and enhancement releases.
Maintain a current issue tracker reflecting all open, ongoing, and resolved items.
Process requests to add or remove users from Anduin in a timely manner.
Conduct analysis and perform test script execution to support ongoing project work.

Tools & Systems

Prior working knowledge of Anduin and Appian will be an advantage
Maintain proficiency with document management systems (DMS) and collaboration tools.
Support the migration of documents between systems as part of digital transformation initiatives.
Generate reports and dashboards from documentation systems for leadership reviews.

Process Improvement

Identify gaps in existing documentation processes and recommend improvements.
Standardize documentation workflows to drive efficiency and reduce rework.
Ensure best practices for documentation governance are followed across teams.

Mandatory Skills:

Strong knowledge and experience in Subscription Review processes.
In-depth understanding of Private Wealth Management operations.
Excellent analytical and problem-solving skills.
Proficient in process improvement methodologies.
Excellent organization and multi-tasking skills.
Strong analytical thinking and problem-solving abilities.
High level of accuracy and commitment to quality.
Proactive communication and stakeholder management.

Preferred Skills:

Familiarity with regulatory requirements in the financial services industry.
Experience with project management tools and software.
Ability to work in a fast-paced environment and manage multiple priorities.
Knowledge of data analysis and reporting tools.

Qualifications:

Bachelor s degree in business administration, Finance, or a related field.
5+ years of hands-on experience in documentation management, drafting, or content governance roles.
Strong experience with Microsoft Office Suite (Word, Excel, PowerPoint), SharePoint, Confluence, or similar platforms.

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: 10114281
Position Id: 9065716
Posted 4 hours ago

Fitment

Dice Job Match Score™

🔢 Crunching numbers...

Contact the job poster

Jatin Kumar

Recruiter @ Alltech Consulting Services, Inc.

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Similar Jobs

Subscription Document Specialist

Hybrid in New York, New York

•

13d ago

Job Title: Subscription Document Specialist Job Title: Subscription Document Specialist Experience Required: 5+ Years Location: [NYC] Employment Type: Full-time / Contract Reports To: Program Manager Job Summary: Responsible for reviewing private fund subscription documents including subscription agreements, side letters, AML, and tax forms to ensure accuracy and completeness. Manages document intake, categorization, and data entry within Anduin and Appian, maintains status logs, prepares final

Easy Apply

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Product Analyst Application Modernization & Documentation 26-00171 Location: New York City Hybrid Duration: 1+ year Pay Rate: $90$100 per hour W2 Employment Type: W2 onlyno C2C or third-party candidates Position Overview We are seeking an experienced Product Analyst to support a large-scale application modernization and documentation initiative. This individual will support Product Owners and collaborate with engineering, architecture and business teams across an Agile Release Train consisting

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Sr. Technical Product Analyst/ BSA (Heavy documentation & App Discovery)

New York, New York

•

Today

Software Guidance & Assistance, Inc., (SGA), is searching for a Sr. Technical Product Analyst/ BSA (Heavy documentation & App Discovery) for a contract assignment with one of our premier Financial Services clients in New York, NY . Responsibilities : Support Product Owners and Agile teams with requirements elicitation, analysis, and detailed business and technical documentation. Assess the current state of documentation across Confluence, SharePoint, and JIRA, identifying missing, outdated, dupl

Contract

Technical Writer/Tech Writer

Hybrid in Queens, New York

•

3d ago

The Technical Writer is responsible for creating and producing in various output formats, technical and functional documentation for policies, procedures, bulletins and application manuals. The technical writer will conduct research and interviews to gather information for documentation and act as a liaison for Information Technology to discuss flow of information, understandability and application of policies to Standard Operating Guidelines. The Technical Writer will make recommendations for c

Easy Apply

Contract

Depends on Experience

Job Details

Skills

Onboarding
Workflow
Stakeholder Management
Multitasking
Microsoft Excel
Documentation
Finance
Financial Services
Forms
Confluence
Dashboard
Data Analysis
Appian
Business Administration
Collaboration
Communication
Conflict Resolution
DMS
Project Management
Microsoft PowerPoint
Microsoft SharePoint
Migration
Data Entry
Analytical Skill
Document Management
Management
Microsoft Office
Problem Solving
Process Improvement
Reporting
Taxes
Leadership
AML
Technical Drafting
Wealth Management
Test Scripts
Private Equity

Onboarding
Workflow
Stakeholder Management
Multitasking
Microsoft Excel
Documentation
Finance
Financial Services
Forms
Confluence
Dashboard
Data Analysis
Appian
Business Administration
Collaboration
Communication
Conflict Resolution
DMS
Project Management
Microsoft PowerPoint
Microsoft SharePoint
Migration
Data Entry
Analytical Skill
Document Management
Management
Microsoft Office
Problem Solving
Process Improvement
Reporting
Taxes
Leadership
AML
Technical Drafting
Wealth Management
Test Scripts
Private Equity

Summary

Job Title: Subscription Document Specialist
Experience Required: 5+ Years
Location: [NYC]
Employment Type: Full-time / Contract
Reports To: Program Manager

Responsibilities:

Accurately intake, review, and categorize subscription, AML, and tax documents using the Anduin and Appian platforms.
Maintain uptodate status trackers and communication logs to ensure full visibility of onboarding progress.
Coordinate effectively with internal teams and engage Customer s counsel only when required.
Ensure all data entry is completed accurately and in accordance with established standards.
Collate, prepare, and execute final document packages for investor onboarding.
Provide clear documentation and timely responses to Customer inquiries.
Execute test scripts for new fund launches, bug fixes, and enhancement releases.
Maintain a current issue tracker reflecting all open, ongoing, and resolved items.
Process requests to add or remove users from Anduin in a timely manner.
Conduct analysis and perform test script execution to support ongoing project work.

Tools & Systems

Prior working knowledge of Anduin and Appian will be an advantage
Maintain proficiency with document management systems (DMS) and collaboration tools.
Support the migration of documents between systems as part of digital transformation initiatives.
Generate reports and dashboards from documentation systems for leadership reviews.

Process Improvement

Identify gaps in existing documentation processes and recommend improvements.
Standardize documentation workflows to drive efficiency and reduce rework.
Ensure best practices for documentation governance are followed across teams.

Mandatory Skills:

Strong knowledge and experience in Subscription Review processes.
In-depth understanding of Private Wealth Management operations.
Excellent analytical and problem-solving skills.
Proficient in process improvement methodologies.
Excellent organization and multi-tasking skills.
Strong analytical thinking and problem-solving abilities.
High level of accuracy and commitment to quality.
Proactive communication and stakeholder management.

Preferred Skills:

Familiarity with regulatory requirements in the financial services industry.
Experience with project management tools and software.
Ability to work in a fast-paced environment and manage multiple priorities.
Knowledge of data analysis and reporting tools.

Qualifications:

Bachelor s degree in business administration, Finance, or a related field.
5+ years of hands-on experience in documentation management, drafting, or content governance roles.
Strong experience with Microsoft Office Suite (Word, Excel, PowerPoint), SharePoint, Confluence, or similar platforms.

Dice Id: 10114281
Position Id: 9065716
Posted 4 hours ago

Fitment

Dice Job Match Score™

🔢 Crunching numbers...

Contact the job poster

Jatin Kumar

Recruiter @ Alltech Consulting Services, Inc.

View Profile

Create job alert

Never miss an opportunity! Create an alert based on the job you applied for.

Similar Jobs

Subscription Document Specialist

Hybrid in New York, New York

•

13d ago

Easy Apply

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$60,000 - $100,000

Product Analyst

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