Job Title

What You’ll Do ● Manage the Document Collection pipeline for Addepar clients, which includes but is not limited to: o Accessing various Fund Admin and GP portals and retrieving all relevant documents needing to be processed. o Ensuring that the documents are uploaded to the correct Addepar client. o Engaging clients, GPs, or Fund Admins if a portal connection fails. o Help maintain Document Collection workflow procedures and play-books. ● Partner with Product and Engineering to implement new processes and tooling features that improve Document Collection UX and increase operational workflow efficiency. Who You Are ● Minimum 1+ years of work experience in the financial advisory, FinTech, or banking industries. ● Outstanding communication and interpersonal skills with excellent attention to detail. ● Ability to think critically and effectively balance multiple projects and processes simultaneously. ● Track record of demonstrating self-motivation to take on responsibility, a strong team-player mentality, and passion for delivering client-centric outcomes. ● Proactive and diligent in documenting team processes and finding opportunities to improve team workflows.● Highly self-motivated to take on responsibility, forward thinking and pragmatic, and possess a collaborative team-player mentality. ● Familiarity with using Salesforce, Jira, Google Suite, and Microsoft Excel preferable.