REPORTS TO THE STATIC DATA OPERATIONS MANAGER

Be part of a team of committed professionals that provide an expert driven service of excellence to clients both internally and externally.

• Administrative Support: Provide essential administrative assistance to client-facing teams.
• Database Maintenance: Maintain client databases and accurately update individual/company information
• Compliance: Prepare and complete evidential records to ensure full compliance with both internal and external procedures
• Fraud Checks: Complete outbound fraud checks with clients, investors, and third-party companies with the support of a Mentor
• Workload Management: Manage personal workloads to deliver quality results within deadlines
• Performance Goals: Achieve agreed SMART Objectives and KPIs
• IT Systems Utilization: Utilize multiple IT systems to ensure accurate data capture, including FIA, Investment Café, PearOnline, Intralinks, Viewpoint, and Yardi
• Problem Solving: Demonstrate an open mind to potential solutions when problem-solving to achieve positive outcomes
• Team Collaboration: Build collaborative relationships, embrace diverse opinions, and share knowledge with the team
• Training Support: Ensure training support documentation is utilized for client-specific requirements