Reports To: Partner, Partner Advisor
Provide exceptional service to ensure client satisfaction
Maintain polite and professional communication
Accurately transfer data from PDFs to computer systems or databases in real-time
Collaborate effectively with team members to achieve optimal results
Meet deadlines with accurate work output
Perform various back-end support duties as required by clients
Adhere to company policies and procedures
Demonstrate strong attention to detail
Conducting online searches (if needed) and accurately updating/input details into the database
At least college-level education and with relevant experienceAbility to prioritize critical tasks and work well in a deadline-driven environmentBasic understanding of database systemsData encoding or data entry experience preferredBasic literacy and numeracy skillsGood communication skills, both written and verbalGood time management and task management skillsA good understanding of data confidentialityProficiency in MS Office and Google Suite (Excel and Word)Accuracy and a keen eye for detailComputer SavvyThe ability to do repetitive tasks for long periods of timeThe ability to work under pressure and tight deadlines
