Client and Data Junior Associate
4 weeks ago
About the Role:
As a Client and Data Junior Associate at CanAm Enterprises, you will support cross-departmental business operations for the company's three business platforms. This includes client onboarding, monitoring, and processing client's initial investments, as well as maintaining data within CanAm's file server and database.
Key Responsibilities:
• Follow established procedures to process documentation and remittances in a timely manner.
• Perform strong data entry skills, including uploading documentation, documentation creation, and frequent email communication with internal and external stakeholders.
• Communicate with internal staff on investor documentation status and answer general inquiries.
• Resolve minor data entry issues and seek assistance from supervisor for issues beyond immediate expertise.
• Support the internal team as needed with annual audits.
• Collaborate with other members of the Client and Data Coordination team on administrative tasks as needed.
Required Skills and Qualifications:
• Strong data entry skills with a high degree of accuracy and attention to detail.
• Ability to prioritize completion of assignments in the appropriate order.
• Excellent verbal and written communication skills.
• Intermediate proficiency in Microsoft Office Suite (specifically, Word and Excel).
• Good organizational and time management skills.
• Ability to maintain confidentiality.
• Ability to work independently.
Ideal Candidate:
The ideal candidate will possess a Bachelor's Degree and one to three years of full-time work experience performing data entry tasks. Customer Relationship Management (CRM) or general database experience is preferred, as well as proficiency in Microsoft Office Suite and salesforce.
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