Data Operator

3 days ago

Pune Maharashtra, India Input Zero Technologies Pvt Ltd Full time

Manage the Document Collection pipeline for Addepar clients, which includesbut is not limited to:
Accessing various Fund Admin and GP portals and retrieving all relevantdocuments 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 toolingfeatures that improve Document Collection UX and increase operationalworkflow efficiency.
- Minimum 1+ years of work experience in the financial advisory, FinTech, orbanking industries.
- Outstanding communication and interpersonal skills with excellent attention todetail.
- Ability to think critically and effectively balance multiple projects and processessimultaneously.
- Track record of demonstrating self-motivation to take on responsibility, a strongteam-player mentality, and passion for delivering client-centric outcomes.
- Proactive and diligent in documenting team processes and finding opportunitiesto 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 Excelpreferable.

Pay: Up to ₹30,000.00 per month

Work Location: In person

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