Perform accurate data entry of client and transaction information into internal systems. Review and verify documents for completeness, accuracy, and compliance with company policies. Maintain organized filing systems (both physical and electronic) to ensure easy retrieval of records. Prepare, scan, and distribute correspondence and documentation to appropriate departments. Track and update case files, logs, and spreadsheets to support workflow efficiency. Assist with administrative tasks such as scheduling, record keeping, and handling routine inquiries.
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Career Level
Entry Level
Education Level
No Education Listed