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data entry zendesk microsoft excel microsoft word outlook📋 Description
- Monitor Zendesk ticketing system for original document requests; deliver documents.
- Assist with day-to-day department duties; sort, prepare, and scan mail by department.
- File and maintain accurate hard-copy files per procedures.
- Scan and forward investor mail to clients via email or US mail; support mailroom duties.
- Use databases for client lookups and detailed account information.
- Assist with scanning, preparing, and filing batches of checks and exception checks; support special projects.
🎯 Requirements
- Attention to detail and strong organizational skills.
- Proficiency with Microsoft Word, Excel, Outlook.
- Ability to operate a computer for long hours and perform scanning/filing tasks.
- You must be able to move/lift 20 lbs (full file box).
- This role requires being in the office, five days a week (not remote).
- Familiarity with Laserfiche and Zendesk (preferred).
🎁 Benefits
- Forge is an equal opportunity employer promoting diversity and inclusion.
- Background checks: employment, education, and criminal history.
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