Job Description

Job Summary

Responsible for supporting Treasury Sales in the proper administration of onboarding and monitoring of required client documentation. They shall coordinate closely with Treasury Sales Traders to ensure all client documents are complete for every product offering, from onboarding to post-deal documentation. They will assist business units in ensuring comprehensive and effective servicing of reports, audits, compliance requirements, and documentation, maintaining robust record-keeping and tracking for all required documents.

How will you contribute?

  • Understand the products and the underlying documents required from clients for each product.
  • Assist Treasury Sales Traders with onboarding, deal, and post-deal document requirements, coordinating with other Business Units such as Wealth Management and Retail Banking.
  • Maintain a comprehensive record-keeping system, ensuring all documents are properly uploaded to required portals (e...

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