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Procedure Writer

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We currently have an exciting opportunity for a Technical Writer to join our top financial client in New York on their Wholesale Client Onboarding (WCOB) Global KYC Operations Support team who are based in London, Bournemouth, Hong Kong, Singapore and Brooklyn, New York.  

The team has two main responsibilities:

 1) – Desktop Procedures who are responsible for ensuring all Desktop procedures and documentation are complete, correct and in place to ensure all New and Incremental business is on-boarded properly

 2) KYC Advisory & Learning Support who are responsible for providing guidance on KYC operational process and will identify and build the training requirements/program for the global WCOB organisation. Both teams work closely with the WCOB KYC teams.   

Core Responsibilities

  • Ensure final approved “publish ready” documentation (procedures, requirements and supporting documents) conform to prescribed templates and style guidelines by performing the following editing and publishing tasks within RoboHelp:
    • Analyzing drafts for overall flow and logical progression of tasks
    • Identifying gaps and pose questions to the reviewers (Subject Matter Experts (“SME”), policy and process owners)
    • Translating procedures from passive voice prose to active voice, using numbered lists and if-then tables as appropriate.
    • Applying style standards and utilize project processes and templates
    • Identifying keywords to enhance search results.
    • Incorporating reviewers' edits and answers, and finalizing documents for publication
  • Draft succinct “Contextual Help” overviews to be used in the KYC system to assist users in understanding the requirements at a field level
  • Collaboration with Compliance, Policy and other Senior Stakeholders for feedback/approval to ensure appropriate procedure governance standards are followed
  • Develop a strong working relationship with SME’s from all KYC teams including  AML Compliance, Quality Assurance and other COB Global team members

Skills / Experience Required

  • B.A. Degree or equivalent 
  • 3+ years of business writing experience, particularly editing and reformatting detailed procedural documents into succinct, easy to follow steps.  (Writing exercise may be requested.)
  • Experience with Adobe RoboHelp as a procedures editor/library tool (or equivalent application) preferred but not required
  • Competency with Office applications (Word, Excel, PowerPoint, Visio) and SharePoint
  • Knowledge of AML and KYC regulatory requirements preferred but not required
  • High attention to detail
  • Demonstrated organizational and time management skills. MUST be able to prioritize workloads, multitask, and react quickly to consistently changing business expectations.
  • Demonstrated interpersonal skills, team player, with an ability to build effective relationships at all levels of the organization

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