Part of the broader Data organization, the Document Collections team is responsible for

ensuring that all of our clients fund documentation is collected from various sources

within SLAs and uploaded into Addepar to allow the various Data Ops teams to process

these documents. This roles primary responsibility is to extract documents from various

sources and upload them into Addepar. In addition this team will be responsible for

monitoring data connections and ensuring that any connections failing are addressed

quickly and efficiently. The Document Collections team plays a critical role in the success

of Addepars Data offerings and requires daily communications with various Product

Teams, Machine Learning Operations, clients, data providers (Custodians,GPs and Fund

Admins), and additional personnel across the organization.

What Youll 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

Customer Support Executive