• Create, amend, execute, and store client legal agreements for both new and existing clients. • Monitor, review, and evaluate ongoing legal and compliance issues affecting recordkeeping, custodial, trust agreements, and other related contracts. • Track multiple versions of negotiated contracts, ensuring previously agreed-upon terms, conditions, and amendments are accurately incorporated. • Maintain institutional knowledge of standard negotiated positions and ensure consistency across similar contract types. • Communicate effectively with internal stakeholders, including legal, procurement, finance, compliance, and business units. • Facilitate contract reviews, coordinate signature processes, respond to inquiries regarding contract terms, and provide updates throughout the contract lifecycle. • Identify business processes requiring improvement and recommend alternative solutions to management. • Assist in monitoring, evaluating, and modifying newly implemented processes and initiatives.