Client Data Administrator at Aztec Group
Radnor, Pennsylvania, USA -
Full Time


Start Date

Immediate

Expiry Date

05 Dec, 25

Salary

0.0

Posted On

07 Sep, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Good communication skills

Industry

Information Technology/IT

Description

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.

Responsibilities
  • 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
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