Client Operations Administrator
Core
Sorting, scanning, routing, and filing physical and electronic documents for high-net-worth clients in the investment management industry.
Role type
Client Operations Administrator
Builds
Internal document storage systems and outbound mailings for external individuals and companies
Domain
Asset Management / Investment Services
Required skills
document classification, mail sorting, document scanning, report preparation, document retrieval, filing, physical handling of materials
Preferred skills
ability to manage complexity, cross-department coordination, quality focus, timeline adherence
Technologies
Access, Excel, image scanners
Responsibilities
Process and edit electronic documents, review and classify inbound packages, scan documentation into internal storage, open and sort daily mail, prepare outbound packaging, prepare reports using Access and Excel, complete document retrieval and filing projects, maintain coding of document templates
Seniority
Entry-level