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2020.09.28. | Románia

Documentation/Admin Support Specialist


Objective of the role:
• The documentation support specialist assists the Relationship Associates and Relationship Managers across all documentation, account opening, KYC and product included
• The Documentation & Admin Support specialist is responsible for a variety of administrative and reporting tasks for the department, including but not limited to monitoring various periodical reports, expense reports, meeting planning, travel support etc.


Support bankers in reporting, presentation and administrative tasks, across all the bank’s systems.
Responsible for ensuring assigned or supported client portfolio are kept current with respect to due diligence and anti-money laundering compliance (CADD) requirements
 Supports RA/RM across the account opening and renewal process across the bank’s systems and coordinates with the departments involved.
Oversees drives and coordinates the various documentation flows, product/credit related or otherwise.
Provides support in the MCA processes and various other reporting tasks.
Ensures secretarial and admin tasks across travel/meeting planning, expense report, internal reporting etc
Ensures adequate back-up through appropriate sharing of required information during leaves;
Keeps abreast with Our Client's policies and procedures


• We are looking for a highly motivated and experienced person to support Bankers
• Able to rapidly gain knowledge of technical support systems (CRI,CRM, docs, KYC etc)

  University, College


  Analytical - Assimilating new information quickly and relating it to the needs of the client base
  Organizational – Work independently and under pressure over multiple projects with tight deadlines
  Verbal and Written Communication – Ability to communicate effectively across the organization. Fluent business English.
• Interpersonal skills/Networking - able to create and sustain good personal contacts within the team and amongst Our Client’s product partners
• Self - prepared to take the initiative to follow issues through, whilst exercising judgment as to when to seek assistance.
• Team Player - being able to work in partnership with other individuals on day-to-day and long term projects
• Proactive - Identifying situations that could result in new business and developing recommendations tailored to the client


• An in-depth knowledge of/experience base in all aspects of transactional banking is helpful, with a sound knowledge of Our Client’s product range