
Document collection Operations Analyst
4 weeks ago
● Manage the Document Collection pipeline for Addepar clients, which includes
but is not limited to:
o Accessing various Fund Admin and GP portals and retrieving all relevant
documents needing to be processed.
o Ensuring that the documents are uploaded to the correct Addepar client.
o Engaging clients, GPs, or Fund Admins if a portal connection fails.
o Help maintain Document Collection workflow procedures and play-books.
● Partner with Product and Engineering to implement new processes and tooling
features that improve Document Collection UX and increase operational
workflow efficiency.
Who You Are
● Minimum 1+ years of work experience in the financial advisory, FinTech, or
banking industries.
● Outstanding communication and interpersonal skills with excellent attention to
detail.
● Ability to think critically and effectively balance multiple projects and processes
simultaneously.
● Track record of demonstrating self-motivation to take on responsibility, a strong
team-player mentality, and passion for delivering client-centric outcomes.
● Proactive and diligent in documenting team processes and finding opportunities
to improve team workflows.● Highly self-motivated to take on responsibility, forward thinking and pragmatic,
and possess a collaborative team-player mentality.
● Familiarity with using Salesforce, Jira, Google Suite, and Microsoft Excel
preferable.
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