What are the responsibilities and job description for the Documentation Specialist - Banking position at Open Systems Technologies?
*No legal experience needed, but helpful
*All deals are SEC regulated
*Not a lot of drafting
*Understand transactions and ensure the documents reflects the proper info the sales team wants to convey
*Manage several tasks at once, check in with Sales team
*Outlook and other MS tools
*Recent college graduates are okay
Top Skills:
1. Proven ability to manage high volume and short deadlines
2. Reliability
3. Team player
This is a temporary legal documentation support position within the Solutions for Financial Intermediaries team in the Institutional Client Group. The successful candidate will work closely with Sales, Structuring and Legal in reviewing and preparing legal documentation in relation to structured products issuance. Responsibilities include coordinating time-sensitive material, handling confidential data, managing regulatory filings and providing support as needed. This role will report to the Head of the Legal Documentation Unit within the Retail Third Party Distribution group.
Key Responsibilities:
o Drafting of deal documentation (Term Sheets, Pricing Supplements and Notes) for structured products
o Liaising with Sales, Structuring and Legal teams on transactions
o Develop, test and maintain templates to enable automation of deal documentation for listed structured products issuances
o Reporting and escalating any legal-related issues to line managers as appropriate and coordinating with other members of the documentation team
o May perform other duties as required and assigned
o Above all, the job holder must be able to effectively and proactively manage multiple complex projects simultaneously while applying industry and process knowledge.
Knowledge/Experience:
o Bachelor’s degree required
o Proficient with Microsoft Office software including Word, Excel, SharePoint, PowerPoint and Outlook as well as Adobe Professional.
o Effective written, listening and verbal communication skills.
o Effective problem solving, grammar, spelling, and proof reading skills
o Strong organizational and follow-up skills and ability to manage multiple competing priorities and deadlines at any given time.
o Highly organized individual with special attention to detail; motivated self-starter with initiative, sound judgment and discretion.
o Ability to work effectively both individually and within a team environment.
o Ability to interact professionally with all levels of management and/or other departments