Related skills
reporting data management salesforce excel microsoft office📋 Description
- Support day-to-day operational activities related to investor operations and internal team requests.
- Assist with responding to internal operational requests and timely follow-through.
- Help maintain data management, reconciliations, reporting, and documentation.
- Work with cross-functional stakeholders and external vendors to support operational workflows.
- Track incoming requests and prioritize to meet service levels and deadlines.
- Identify issues and share suggestions for process improvements with the team.
🎯 Requirements
- Bachelor's degree or equivalent practical experience.
- 0+ years in operations, administration, or client service.
- Internship in financial services is a plus.
- Strong written and verbal communication skills.
- Experience with CRM systems or workflow tools (Salesforce, Intralinks, Monday.com).
- Attention to detail and data accuracy.
🎁 Benefits
- Medical, dental, and vision plans.
- Health Savings Account with employer contribution.
- Company-paid life and disability insurance.
- 401(k) plan with company match.
- Comprehensive paid time off (vacation, holidays, sick leave).
- Paid parental leave and volunteer time off.
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