Job TitleThis role will assist multiple Operations teams who support Investment Management, Banking and Loan products throughout the life of an account.The functional work performed supports processes related to Account Openings, Contract/Client Agreement management, Records Management and large complex projects.Review and approve documentation and information related to new account requests and account maintenance eventsData entry and review of sensitive client information across multiple systems and processesDocument management including systemically reviewing, identifying, and notating according to new document management directivesVarious project support tasksQualificationsStrong attention to detail with ability to process critical data accurately and timelyExcellent client service skills using both written and oral communicationExperienced user of Microsoft Office productsHigh organizational ability while being able to prioritize multiple tasks in a changing environmentAbility to work in a fast-paced, deadline-driven environment with a sense of urgencyAbility to work independently and in a team settingRate Range: /HR (negotiation expected)