Job Description

Key responsibilities

• Set up files accurately and speedily on instruction
• Compile, verify accuracy and sort information received via Zendesk according to priorities to prepare source data for entry onto Elite and the Case Management system
• Enter data from source documents and/or Zendesk onto Elite and thereafter the Case Management System and within specified time limits
• Research and obtain further information for incomplete documents received via the Zendesk system prior to data entry
• Undertake file closure as required. To include verifying data, liaising with the Accounts Team to deal with any outstanding client/disbursement balances and/or WIP write offs.

Required experience

• Previous experience in a professional services or partnership environment
• Good level of IT literacy
• Typing skills
• Good level of numeracy.

Required Knowledge, Skills, and Abilities