Related skills
reporting salesforce google sheets excel treasury management system📋 Description
- Coordinate DDQ/KYC updates for Ripple Entity profiles after changes
- Test data integrity in Salesforce, Treasury Management System, and Reporting
- Generate and distribute weekly reports and meeting agendas
- Engage with internal/external collaborators to support onboarding
- Run weekly/monthly reports and maintain reporting repositories
- Coordinate notary, translations, and Docusign signatures for onboarding
🎯 Requirements
- 1-2 years of institutional onboarding experience with financial institutions
- Outstanding organizational and communication skills; can drive multiple tasks
- Thrives in fast-paced environments; agile to changing priorities
- Comfortable with ambiguity; able to adjust priorities
- Advanced Excel, Lucid Charts, PowerPoint, and Google Sheets
- Bachelor’s degree in finance or business, or equivalent
🎁 Benefits
- Inclusive culture where every employee is respected and empowered
- In-office collaboration; flexible 10+ days/month
- Bi-weekly all-company meetings with Leadership Team Q&A
- Wellness reimbursement and weekly onsite/virtual programming
- Generous vacation policy and parental leave
- Catered lunches and fully stocked kitchens with snacks/beverages
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