This position will be a hybrid work arrangement. You will receive 18 remote workdays per quarter to use at your discretion, subject to manager approval. The role is primarily responsible for the timely entry and management of investor data, a key contributor to Client Onboarding, Client Reporting, and Client Service interactions.
Ideal Candidate
- Committed to high-quality, accurate data entry
- Team-Oriented
- Excels in fast-paced and deadline-driven environment
- Communicates honestly and openly
- Demonstrates bias for action
What You Will Do
- Build and maintain investor data in record keeping system
- Distribute critical communication to client contacts related to cash flow, amendments, extensions, or legal notices
- Provide data stewardship, data entry, and user acceptance testing for firm initiatives and projects
What You Bring