Job
Description
Communicating with various service providers like Custodian, Fund Accountant, R&T Agent for day to day Back-Office operations. Also, with Trustee and Auditors for various report submissions. Key Responsibilities: 1. Day-to-Day Operations Assist in managing daily operational tasks including data entry, reporting, and tracking. Coordinate with internal teams such as sales, HR, accounts, and logistics to ensure timely task execution. Handle documentation and maintain organized records of transactions and internal communications. 2. Process Coordination Help develop and enforce efficient internal workflows. Coordinate with vendors, service providers, and internal stakeholders to ensure timely deliveries and services. Track timelines, deadlines, and deliverables for ongoing projects. 3. Reporting & Analysis Generate daily, weekly, and monthly reports for team performance, supply chain, client satisfaction, or financials, as applicable. Assist in data cleaning, formatting, and interpretation for meaningful insights. Prepare dashboards and performance summaries in Excel, Google Sheets, or internal tools. 4. Client & Stakeholder Communication Manage inbound queries and provide updates to clients or customers when required. Support the operations team in coordinating client meetings, follow-ups, and escalations. Draft emails, reports, and memos with professionalism and clarity. 5. Compliance & Documentation Ensure all processes adhere to internal policies and compliance standards. Assist in the preparation of audit documents, purchase orders, invoices, and agreements. Maintain confidentiality and proper authorization of sensitive data.
