$115,000 – Brooklyn, NY
Seeking a detailed oriented, organized candidate to join a large company and great team!
Email resume to firstname.lastname@example.org
Roles and Responsibilities:
Oversee offshore staff who gather legal and financial documents from clients, extract certain data points, analyze the financial picture, and produce various reports
Assign the work to the appropriate staff members, using best judgement and thorough understanding of the clients’ situation
Review the work entered by staff, provide feedback and guidance for future
Make decisions on complex situations escalated for second opinion
Communicate with accountant on different financial scenarios
Maintain a comprehensive training booklet and constantly adjust according to findings
Produce on-demand reports for internal advisors, using data points entered in system
Fill in loose-ends of data points not determined by staff or when staff is not available
Control influx of client documents and strategically prioritize workflow
Provide updates and status reports to CEO and advisors on stage of each client
Report bugs and recommend system enhancements to developers
Basic knowledge of finance, real estate and business.
Organizational and leadership skills to control process and people
Able to articulate findings and open questions through verbal and written communication. • Good training skills to explain process and special instructions to others
Handle large volume of data with attention to detail.
Job # 505