Platzhalter Bild

Client Data Administrator bei Aztec Group

Aztec Group · Radnor, Vereinigte Staaten Von Amerika · Onsite

Jetzt bewerben

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.

What you'll be doing

  • 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

Operational Excellence

  • Utilize training support documentation and update it as required for client-specific requirements.
  • Support the induction, integration, and training of new team members.
  • Utilize multiple IT systems (e.g., FIA, Banking Hub, Investment Café, PearOnline, Intralinks, Viewpoint, Yardi) to ensure accurate data capture.
  • Act as an escalation point for Administrators and Client Facing Teams as needed.
  • Stay up to date with internal processes and procedures that impact the team and be aware of future changes.
  • Demonstrate the shared values of the Group: Bright, Caring, Passionate, Responsible, Unified.

What we're looking for

  • Previous experience as an Administrator or similar is desirable but not essential
  • Associate’s Degree or equivalent work experience is required
  • Strong organizational skills with attention to detail
  • Computer literacy skills are essential inlcuding Microsoft package 
  • Excellent communication and interpersonal skills
  • Ability to work autonomously as well as collaboratively within a team

We will provide in house training for relevant technical knowledge to provide you with a greater understanding of the team’s role. You will need to be quick to learn new systems and great with people, as close working relationships between our colleagues is at the heart of what we do.

Jetzt bewerben

Weitere Jobs