• Create, update, and maintain entity and client records within internal systems (e.g. Viewpoint or equivalent) based on instructions
• from global teams.
• Process requests for new records, updates, and changes within agreed turnaround times.
• Ensure all required fields, documentation, and supporting information are accurately captured at the point of entry.
• Maintain clear audit trails and documentation for all updates completed.
• Perform scheduled and ad hoc file reviews across assigned portfolios to ensure records remain complete and up to date.
• Identify missing, outdated, or inconsistent information and take corrective action or escalate where appropriate.
• Apply standard validation checks and quality control measures to maintain data integrity.
• Prepare regular reports, dashboards, and trackers (e.g. entity status reports, renewal calendars, compliance trackers).
• Produce management information in agreed formats and reporting cycles.
• Respond to ad hoc reporting and data requests from global teams.
• Maintain and update reporting templates and tracking tools to ensure consistency.
• Liaise with global teams to gather required information and clarify instructions.
• Follow up on outstanding data or documentation using standard templates and escalation Processes.
• Maintain clear and professional written communication with colleagues across jurisdictions.
• Meet agreed service level targets for accuracy, volume, and turnaround time.
• Monitor personal workflow and escalate any delays or issues in a timely manner.
• Support ongoing improvements to processes and reportingpractices.
• Assist with process improvements initiatives.
• Ensure all work is carried out in accordance with firm policies and procedures and regulatory requirements.

Requirements:

• 3+ years’ experience in shared services, BPO, back-office operations, or administrative roles.
• Strong Excel skills (data entry, formatting, basic formulas; pivot tables advantageous)
• Strong written and verbal English communication skills.
• Demonstrates a high level of accuracy and attention to detail, consistently producing work
• with minimal errors.
• Adheres to established processes and procedures, reliably meeting established benchmarks.
• Effectively manages time and priorities, with the ability to handle multiple tasks and deadlines concurrently.
• Communicates clearly and professionally in both written and verbal interactions.
• Works collaboratively with colleagues across teams and time zones, contributing to a supportive team environment.
• Adapts well to new systems and processes, demonstrating a willingness and ability to learn quickly.