This is an exciting opportunity for an ambitious individual who would like to learn and grow in a fast paced and interesting position. The person who was last in this role was just promoted! You will work alongside an outstanding and supportive group of people and provide a broad range of portfolio analytics and support.
Track and process Portfolio activity
Daily uploading to the document storage system
Ensure all necessary documents are included in financial statements and notices
Miscellaneous data entry and system testing as needed