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Documentation Liaison Specialist

2 weeks ago

Sydney CBD, New South Wales, Australia beBeeCareer Full time $90,000 - $123,000
Job Description

We are seeking a skilled professional to fill the role of Document Liaison Specialist. As a key member of our team, you will serve as the primary point of contact for clients and offshore branches regarding all documentary matters.

This involves handling diverse requests ranging from account maintenance to complex document interpretation while ensuring every process aligns with global standards. You will be responsible for managing a wide range of client documentation requests including account maintenance tasks such as Electronic Payment Signatory set ups, as well as additions or removals for signatories.

You will demonstrate comprehensive knowledge of company documentation requirements including Board Resolutions, Certificates of Incumbency, and Company Extracts to support client needs effectively. Additionally, you will interpret complex global documentation requirements and implement appropriate actions to ensure compliance with both internal policies and external regulations.

Your strong relationship-building abilities will enable you to support clients effectively throughout their projects while fostering trust. Effective negotiation skills are vital when working with both internal colleagues and external clients to achieve mutually beneficial outcomes swiftly.

Experience collaborating with stakeholders at various organisational levels is essential for driving strategies that support overarching business goals. A disciplined approach to case management—including logging, tracking, and reporting—is crucial for maintaining transparency and accountability.


Main Responsibilities:
  • Serve as the trusted liaison between clients, offshore branches, and internal teams on all matters related to documentation.
  • Manage client documentation requests including account maintenance tasks.
  • Demonstrate comprehensive knowledge of company documentation requirements.
  • Interpret global documentation requirements and ensure compliance.
  • Build strong relationships with clients.
  • Negotiate constructively with internal teams and external clients.
  • Partner with local and regional stakeholders to execute strategies.
  • Maintain rigorous discipline in case management.

Requirements:
  • Proven experience in a similar role within the banking or financial services industry.
  • Comprehensive understanding of company documentation processes.
  • Able to interpret global documentation requirements accurately.
  • Excellent problem-solving skills.
  • Strong relationship-building abilities.
  • Effective negotiation skills.
  • Experience collaborating with stakeholders.
  • Disciplined approach to case management.
  • Ability to collaborate across multiple teams.

About Our Organisation:

We are one of the most trusted names in global banking and investor services, serving some of the world's most influential corporations, governments, and institutions across more than 100 countries.

We stand out for our unwavering commitment to delivering world-class service experiences tailored precisely to each client's needs. Employees benefit from being part of a supportive network where knowledge sharing is encouraged at every level; professional growth is not just supported but actively championed through training opportunities and mentorship programmes.

We foster an inclusive culture that promotes collaboration among talented individuals who share a passion for excellence, making us an ideal environment for those who value teamwork as much as achievement.

With access to flexible working opportunities designed around employee wellbeing—and exposure to high-profile projects that shape industry standards—you can look forward to making meaningful contributions while advancing your own career journey within our respected institution.