Key Responsibilities:
Access various Fund Administrator and General Partner (GP) portals to retrieve required documents.
Perform portal logins per day to check for and download relevant documents.
Use assigned Google Sheets to track firm and portal assignments.
Use credentials from LastPass to log into portals.
Evaluate documents against specified parameters and download relevant items.
Store downloaded documents in appropriate Google Drive folders based on client and firm ID.
Upload collected documents to designated storage locations for the Operations team.
Log portal activity and results (whether documents were found or not) in the assigned tracking sheet.
Required Skills and Qualifications:
12 years of experience in data entry, operations, or back-office work.
Basic understanding of cloud storage tools like Google Drive.
Familiarity with tools like Google Sheets and password managers (., LastPass).
Strong attention to detail and accuracy.
Ability to follow SOPs and document processes consistently.
Good communication and reporting skills.