Document Operations Specialist - Boston, MA
2 days ago
Job description
Job Description:
The Documentation and Registration Specialist will join the
Global Registration Team
. This team plays a critical role in
managing investment approval processes and facilitating account openings in international markets that require foreign investor registration or specialized documentation.
The role involves
maintaining accurate registration databases, handling compliance-related paperwork, and supporting team operations through administrative and data entry tasks.
The position is integral to ensuring that the client
meets global regulatory standards
while providing exceptional service to institutional clients.
Key Responsibilities:
- Market Account Setup:
Oversee the foreign investor registration process for specific international markets, ensuring all documentation is accurate and submitted within deadlines. - Data Management:
Update and maintain registration databases, ensuring data integrity and compliance with internal and external audit requirements. - Client Support:
Collaborate with internal teams and external clients to collect necessary documentation and ensure smooth account opening processes. - Regulatory Compliance:
Keep up-to-date with market-specific regulatory requirements and ensure BBH complies with all foreign investment rules. - General Support:
Perform clerical tasks, data entry, and other administrative functions to support team efficiency and workflow.
Qualifications:
- Education:
Bachelor's degree in Business, Finance, or a related field preferred. - Experience:
1–3 years of experience in financial services, compliance, or operations. - Skills:
- Strong attention to detail and organizational skills.
- Proficiency in Microsoft Office Suite, especially Excel.
- Ability to manage multiple tasks and prioritize deadlines in a fast-paced environment.
- Excellent written and verbal communication skills.
- Knowledge of financial regulations or global investment processes is a plus.
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