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Member Service Administrator (Remote)

Hippocratic Financial

Nuevo Remote
Remote 🇬🇧 English

Descripcion del puesto

About the role

A company that advises and handles financial matters for physicians and their families in the USA is looking for a Member Service Administrator. The team has about 10 people from several countries and works collaboratively. The role is remote, from a dedicated home office using a computer provided by the company.

Key responsibilities

  • Meet briefly each day with the team and complete tasks related to USA taxes or wealth management
  • Master the internal and external software and use it with email to coordinate client tasks
  • Learn the systems well enough to find tasks on your own over time
  • Request documents from clients by email, file documents in the right place and send contracts for signature
  • Receive training on every new task

Required profile

  • Proven English skills at C1 level or higher
  • Experience with administrative work, office or remote
  • Quick to learn and use new technologies
  • Good team player who is also comfortable working alone
  • A home office with a door that closes
  • Only applications in English will be considered

Questions fréquentes

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Publicado hace 1 hora

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