Client Sub Doc Resources Job at OJUS LLC, New York, NY

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  • OJUS LLC
  • New York, NY

Job Description

Job Description:

  • Receipt of docs, queue up for review (standard to offshore, complex to Counsel)
  • Sub doc review – based on checklist/process outlined during training
  • Work within Anduin (digital document platform) to access documents and communicate with clients and update status via the platform
  • Work from PDF for non-Anduin sub docs, communication via email
  • Coordinate with Counsel on complex reviews and side letters
  • Manage additional inquiries from clients
  • Review AML and Tax docs for completeness
  • Liaise with AML and Tax teams to coordinate reviews
  • Upload and categorize docs in Appian
  • Enter data and statuses in Appian (possible OCR/AI solution to scrape data)
  • Upload and categorize docs in Appian
  • Collate ready to close docs
  • Collate and execute final sub docs

Job Tags

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