The opportunity timeline

• Overview

  Wealth Solutions Inc is hiring a Documentation Specialist in Albany, NY.

• Role description

  The Documentation Specialist position at Wealth Solutions Inc offers a clear path to grow while working alongside a talented, collaborative team. Consider the trade: your 5 years of Stakeholder Management for $66,000 - $87,000, a part-time schedule, and ownership most shops never offer.

  Key Responsibilities

  • Partner sideways with teams who rarely sit in the same room
  • Catch the Problem Solving regression a tired reviewer would miss
  • Handle confidential information with discretion and sound judgment
  • Ensure compliance with company policies and applicable NY regulations
  • Meet established deadlines while upholding Wealth Solutions Inc quality standards

  What You'll Bring

  • A team player who lifts up colleagues and shares credit
  • Real Networking chops, plus the Project Management curiosity to keep growing
  • Enough Stakeholder Management to be dangerous, enough Problem Solving to be trusted
  • A teammate's instinct to unblock others before yourself
  • Solid understanding of general best practices and industry standards
  • A client-centric attitude and eagerness to learn new skills

  Half the general platforms in NY quietly depend on something Wealth Solutions Inc built in Albany with trust-the-team care. Slack threads here stay civil because we critique the Cultural Awareness work, not the human behind it.

  Earn $66,000 - $87,000, sharpen your Flexibility beside a mentor, enjoy the benefits, and never apologize for needing a flexible Tuesday.

  Updated today and reviewed daily, the general role stays open.

  A quick application is all it takes to start your Documentation Specialist story with Wealth Solutions Inc.

• Required skills

  • Stakeholder Management
  • Multitasking
  • Time Management
  • Problem Solving
  • Continuous Learning
  • Flexibility
  • Cultural Awareness
  • Project Management
  • Leadership
  • Networking
  • Decision Making

• Benefits & perks

  • Meal delivery stipend
  • Paid bereavement leave
  • Reservist support
  • Green card sponsorship
  • Restricted stock units (RSUs)
  • Home office stipend
  • Estate planning services

• Apply before 2026-08-22

  Submit your application for this Part-time general position.