Description
Responsibilities:
Retrieve and upload required or missing filing documentation into company software
Keep client files up to date by consistently documenting client interactions and documentation
Communicate in a clear and timely manner with filings team when problems arise or assistance is needed
Clearly and professionally answer inbound client inquiries over the phone and via email; helping educate clients on their corporate filing requirements and complete filing forms
Learn and retain knowledge on filing specific requirements
Hit position metrics for filings/upload work, with no/minimal errors
Requirements
Strong attention to detail
Self motivated and quick learner
Strong customer service skills, clear and concise communicator
Knowledge of computers and the ability to navigate systems to gather information, job duties are performed almost 100% online
Collaborative & coachable
