Data Management & Entry: Assist in updating and maintaining accurate digital and physical records for client trust accounts, transactions (Microsoft Office & Co. Portal).
Document Processing: Support the team in tracking, scanning, and filing trust deeds, agent and client onboarding documents.
Operational Coordination: Help process routine operational administrative workflows, and any ad hoc tasks...
Data Management & Entry: Assist in updating and maintaining accurate digital and physical records for client trust accounts, transactions utilizing Microsoft Office and the company portal.
Document Processing: Support the team in tracking, scanning, and filing trust deeds, as well as client and agent onboarding documents. To support data validation and the creation of reliable, fact-based reports.
Operational Coordination: Help process routine operational administrative workflows, along with any ad hoc tasks....