Documentation Control Specialist

Stifel•St. Louis, MO

2d•Onsite

About The Position

The Documentation Specialist will assist the New Accounts & Document Control Manager with creating, modifying, storing, organizing, and maintaining client-facing documents as well as assist department leaders in developing and documenting internal procedures.

Requirements

Ability to meet deadlines and manage time effectively.
Strong written and verbal communication skills.
Strong organizational skills with an eye for attention to detail.
Ability to work and communicate effectively with all levels of stakeholders.
Bachelor's degree in a relevant field or equivalent work experience.
1 year of related experience.
Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.
Proficient in SharePoint
Proficient in Adobe Acrobat Pro

Nice To Haves

Financial Services background preferred.

Responsibilities

Assist department leaders in developing or modifying non-client-facing documents such as procedures and quick reference guides.
Work with department leaders to ensure procedures are tested at least annually.
Track that procedures have been updated based on published Stifel Bank Updates.
Assist Document Control Manager with client-facing document development or modifications. Working directly with Legal, Marketing and Compliance
Organize, manage and track client-facing documents
Manage document inventory, archives and version control within the central repository.
Create and maintain communication templates.
Support the standardization of communication for Treasury Management and Deposit Operations.
Follows documentation retention and destruction schedules to ensure compliance with internal policies and regulatory requirements.