in a fast-paced environment Technical Skills · Proficient in Microsoft Excel, Outlook, and Word · Experience with DocuSign...
details or clarification when needed. Support cross-functional teams by assisting with DocuSign request submissions. Escalate unusual or high...
Acknowledgement of all policies through DocuSign as assigned Additional training may be required dependent upon experience...
Acknowledgement of all policies through DocuSign as assigned Additional training may be required dependent upon experience...
Management software), eMoney (our financial planning software), Box, DocuSign, GSuite, and more. Joins client meetings and takes...
that deadlines are met. Proficiency in Microsoft Office suite (Word, Excel, PowerPoint, and Outlook), Adobe Acrobat Pro, DocuSign...
, review and follow-up in DocuSign. For any account closing, collect customer information, review and follow-up in Appian...) to support bankers. Digital Transformation Must use and support all digital tools including DocuSign, Veridas, Wire transfers...
., Quarterly Key Dates emails) Monitor incoming DocuSign for SEC reporting support and prepare follow-up communications...
Looking For: 5+ years paralegal or related experience Paralegal certificate or training Proficiency in Microsoft Office, DocuSign...
Acknowledgement of all policies through DocuSign as assigned Additional training may be required dependent upon experience...