Document Collection Operation Analyst

You will be responsible for managing the Document Collection pipeline for Addepar clients. This includes accessing various Fund Admin and GP portals to retrieve all relevant documents that need to be processed. You will ensure that these documents are uploaded to the correct Addepar client and engage with clients, GPs, or Fund Admins in case of any portal connection failures. Additionally, you will help maintain Document Collection workflow procedures and play-books. Collaboration with Product and Engineering teams will be essential to implement new processes and tooling features that enhance Document Collection user experience and increase operational workflow efficiency. To be successful in this role, you should have a minimum of 1+ years of work experience in the financial advisory, FinTech, or banking industries. Strong communication and interpersonal skills with excellent attention to detail are crucial. You must be able to think critically and effectively balance multiple projects and processes simultaneously. Demonstrating self-motivation, a team-player mentality, and a passion for delivering client-centric outcomes will be key to your success. Proactively documenting team processes and identifying opportunities to enhance team workflows are also important aspects of this role. You should be highly self-motivated, forward-thinking, pragmatic, and possess a collaborative team-player mentality. Familiarity with Salesforce, Jira, Google Suite, and Microsoft Excel is preferable. This is a full-time position that requires in-person work.,