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Process Documentation Specialist- 5659

In New Jersey / United States

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Process Documentation Specialist- 5659   

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JOB TITLE:

Process Documentation Specialist- 5659

JOB TYPE:

JOB SKILLS:

JOB LOCATION:

Trenton New Jersey / United States

JOB DESCRIPTION:

Position : Process Documentation Specialist- 5659

Location : Arizona Remote

Duration : 6 Months

Qualifications:
This position is 100% remote

Responsibilities:
SVB Wealth Advisors and SVB Asset Management are financial firms offering investment products and services to an institutional and retail client base.

The firms are regulated by the SEC and FINRA. SVB Asset Management and SVB Wealth Advisory two non-banking entities are undertaking a project of building a document management system using the MS Office 365 toolset for document filing, retention and recovery.

This position will work under the DMS Project Manager in implementing the new DMS Framework.

This will include learning the current DMS in place on the companies shared drive, understanding the new DMS structure and naming convention for folders, files and documents, and partnering with business users in mapping/moving/renaming their documents to the new DMS structure.

The role may also involve assisting the support team in addressing questions from the SVB user community.

Experienced Required:

Document management across a diverse set of folders, files and documents

MS Teams/SharePoint/One Drive for Business

Ability to track and manage workload at a detailed level

Ability to work remotely

Administrative experience in Broker-Dealer and Registered Investment Advisor is a plus

Position Details

POSTED:

Sep 04, 2021

EMPLOYMENT:

INDUSTRY:

SNAPRECRUIT ID:

S16204865125933741

LOCATION:

New Jersey / United States

CITY:

Trenton

Job Origin:

CEIPAL_ORGANIC_FEED

A job sourcing event
In Dallas Fort Worth
Aug 19, 2017 9am-6pm
All job seekers welcome!

Process Documentation Specialist- 5659    Apply

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Position : Process Documentation Specialist- 5659

Location : Arizona Remote

Duration : 6 Months

Qualifications:
This position is 100% remote

Responsibilities:
SVB Wealth Advisors and SVB Asset Management are financial firms offering investment products and services to an institutional and retail client base.

The firms are regulated by the SEC and FINRA. SVB Asset Management and SVB Wealth Advisory two non-banking entities are undertaking a project of building a document management system using the MS Office 365 toolset for document filing, retention and recovery.

This position will work under the DMS Project Manager in implementing the new DMS Framework.

This will include learning the current DMS in place on the companies shared drive, understanding the new DMS structure and naming convention for folders, files and documents, and partnering with business users in mapping/moving/renaming their documents to the new DMS structure.

The role may also involve assisting the support team in addressing questions from the SVB user community.

Experienced Required:

Document management across a diverse set of folders, files and documents

MS Teams/SharePoint/One Drive for Business

Ability to track and manage workload at a detailed level

Ability to work remotely

Administrative experience in Broker-Dealer and Registered Investment Advisor is a plus


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