Associate, Administration and Planning II

Reference #: 59041

At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.

We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about.

As a leading wealth manager, BNY Wealth Management is focused on helping successful individuals and their families build, manage and sustain their wealth across generations and market cycles. Through a unique service model focused on five Active Wealth practices - Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies - they help clients in the U.S. and abroad achieve stronger after-tax performance to help maintain their wealth over generations.

We're seeking a future team member for the role of Associate, Premier Docs to join our Wealth Management team. This role is located in Pittsburgh, PA - Hybrid.

In this role, you'll make an impact in the following ways:

Partner with Premier Client Solutions project managers to complete the required documentation for each engagement.

Responsible for the pre-filling of required client documents for each engagement prior to client signature; sending the documents to clients for signature; and tracking the completion of all documentation sent out.

Client-facing communication involved with the sending and execution of client documentation.

Responsible for system data entries, key data element entries associated with each document, and KYC / AML information submissions.