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administrative assistant, executive Jobs in Miami

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executive/ administrative assistant Jobs in Miami

executive/ administrative assistant

part time construction administrative assistant Jobs in Miami

data entry assistant

Global Healthcare service inc

Job Title: Data Entry Assistant Company: Global Healthcare Service Inc. Location: Miami, Florida, United States Employment Type: Full-Time Salary: $18 - $25 USD per hour Job Overview Global Healthcare Service Inc. is seeking a meticulous and highly organised Data Entry Assistant to join our dedicated team. The successful candidate will play a crucial role in maintaining the accuracy and integrity of our data systems, which are vital to our operations within the healthcare sector. This full-time position, based in our Miami office, is ideal for a detail-oriented professional with excellent typing skills and a strong commitment to handling sensitive information with the utmost care and confidentiality. You will be responsible for inputting, updating, and managing large volumes of data, ensuring our records are consistently accurate and readily accessible. Responsibilities * Accurately and efficiently enter a high volume of data from various sources into our company databases and systems. * Review and verify data for errors or discrepancies, making corrections and checking outputs to ensure data integrity. * Maintain and update existing records, ensuring all information is current and complete. * Handle confidential patient and company information in strict compliance with data protection policies and procedures. * Organise and file documents to maintain a clear and accessible record-keeping system. * Generate reports and retrieve data for internal teams as requested. * Assist with other administrative duties and support departmental projects as required. Qualifications * Proven experience in a data entry role or a similar administrative position. * Exceptional typing speed and accuracy with a keen eye for detail. * Proficient in Microsoft Office Suite, particularly with MS Excel and MS Word. * Familiarity with data entry software and database management. * Excellent organisational and time-management skills, with the ability to manage multiple tasks effectively. * Strong written and verbal communication skills. * The ability to work independently as well as part of a team. * A high degree of discretion and a professional approach to handling confidential information. Experience in a healthcare environment is desirable but not essential. Benefits * A competitive hourly wage of $18 - $25 USD, commensurate with experience. * Opportunities for professional development and career progression. * A supportive and collaborative working environment. * The chance to be part of a meaningful organisation dedicated to healthcare services.

Data Entry Assistant

HResource Group

Job Summary We are seeking a dynamic and highly organized Executive Assistant to support our leadership team and ensure the smooth operation of daily business activities. This role is vital in managing schedules, coordinating communications, and handling administrative tasks with precision and professionalism. The ideal candidate will possess exceptional organizational skills, strong computer literacy, and a proactive attitude to keep our executive team focused on strategic priorities. Bilingual abilities are a plus, as well as experience in office management and customer service. This paid position offers an exciting opportunity to be an integral part of a fast-paced, growth-oriented environment.Duties<ul><li>Manage complex calendars, schedule appointments, and coordinate meetings efficiently to maximize productivity.</li><li>Suports ownership in personal task</li><li>Handle incoming calls using multi-line phone systems with professionalism and excellent phone etiquette</li><li>Provide exceptional customer support and client communication via phone, email, and in person</li><li>Prepare, proofread, and organize correspondence, reports, and presentations with attention to detail</li><li>Maintain organized filing systems&mdash;both digital (Google Workspace, Microsoft Office) and physical&mdash;to ensure quick retrieval of documents</li><li>Assist with data entry, bookkeeping using QuickBooks, and basic office management tasks to support daily operations</li><li>Support personal assistant responsibilities such as travel arrangements, event planning, and personal errands for executives</li></ul>Experience<ul><li>Proven office experience or clerical background demonstrating strong organizational skills and multitasking ability</li><li>Prior experience in administrative roles such as receptionist, medical or dental receptionist, or executive assistant preferred</li><li>Familiarity with office software including Microsoft Office Suite (Word, Excel, PowerPoint), Google Workspace (Gmail, Drive), and data entry tools</li><li>Knowledge of bookkeeping software like QuickBooks is advantageous</li><li>Excellent typing speed and accuracy along with proofreading skills to ensure error-free documents</li><li>Strong interpersonal skills with the ability to communicate effectively in bilingual settings if applicable</li><li>Demonstrated ability to manage time efficiently in fast-paced environments while maintaining professionalism</li></ul>Join us in a role where your organizational talent and proactive approach will make a meaningful difference every day!Pay: $24.00 - $28.00 per hourWork Location: In person

Executive Assistant

HCA Florida Mercy Hospital

<div>Do you have the PRN career opportunities as a Laboratory Assistant PRN you want with your current employer? We have an exciting opportunity for you to join HCA Florida Mercy Hospital which is part of the nation's leading provider of healthcare services, HCA Healthcare.
<h5 class="jobSectionHeader">Job Summary and Qualifications</h5>
Lab Assistant / Phlebotomist performs any three of the following non-technical functions under the supervision of the department supervisor, manager or director. They collect specimens, process specimens, submit and monitor specimens submitted to the referral laboratories and patient registration. Performs duties consistent with written procedures and regulatory requirements. Supports the department in achieving department goals for service, quality, regulatory compliance, financial performance, patient satisfaction, healthy work environment, and integration of intra and inter-departmental activities. 
DUTIES INCLUDE BUT NOT LIMITED TO:
<ul><li>Demonstrates a thorough understanding of specimen collection and testing requirements as well as specimen rejection criteria
</li><li>Demonstrates proficiency in venipunctures and/or finger sticks on pediatric, neonatal, adults and geriatric patients 3. Demonstrates proficiency in heel sticks on infants (as patient population requires)
</li><li>Utilizes supplies appropriately
</li><li>Follows established procedures for patient identification and specimen collection based test orders
</li><li>Completes appropriate specimen collection documentation
</li><li>Educates patient and/or family regarding specimen collection procedures prior to obtaining specimen
</li><li>Uses computer information system relative to job functions
</li><li>Responsible for clerical duties (i.e., faxing, phones, pneumatic tube system, reports)
</li><li>Demonstrates ability to deal with priorities first and plans for completion of duties
</li><li>Reviews Outstanding Specimen Report (OSR) and pending specimen collections/accessioning issues; takes action as appropriate
</li><li>Receives laboratory specimens into the laboratory information system
</li><li>Performs registration and order entry procedures, as requested, with accuracy, and in a timely manner
</li><li>Labels specimens and aliquots according to established protocols and according to testing ordered
</li><li>Demonstrates a thorough understanding of specimen collection and testing requirements as well as specimen rejection criteria
</li><li>Centrifuges and aliquots specimens appropriately, based on specimen type and tests ordered.
</li><li>Prepares specimens to be ready for courier pick-up and includes special instructions as requested by physician orders
</li><li>Discards laboratory specimens according to established schedule
</li><li>Performs periodic preventive maintenance and quality assurance procedures as assigned
</li><li>Collects chain-of-custody drug collections according to establish policy (as laboratory may require)
</li><li>Keeps appropriate records/documentation relating to specimen problems and other problems encountered, takes corrective action as necessary to ensure validity and accuracy of testing
</li><li>Cleans the area upon emergency spills of specimens
</li><li>Assesses specimen requirements for referral testing and troubleshoots any specimen requirement and/or referral testing specimen or order entry issues.
</li><li>Processes, sorts, and prepares specimens for submission to referral laboratories for testing in accordance with specimen requirements for tests ordered.
</li><li>Regularly monitors and reviews the status of referred testing to assure that results are received and made available to physicians within established turnaround times.
</li><li>Reviews Outstanding Specimen Report (OSR) and pending referral testing issues; takes action as appropriate
</li><li>Communicates and troubleshoots any problem specimens in a timely manner.</li></ul> 
KNOWLEDGE, SKILLS AND ABILITIES: (This position requires the following minimum requirements)
<ul><li>Ability to interact with co-workers in a team environment, promoting a harmonious and cooperative working environment.
</li><li>Demonstrates excellent customer service practices in all interactions.
</li><li>Effectively communicate with all personnel to exchange accurate and timely technical information.
</li><li>May assist in communication to customers, floors, physicians regarding problem and/or pending
</li><li>specimens.
</li><li>Requires 2 + years experience performing registration, clerical duties, and sending out of specimen processing 6. Follows safety policies and procedures
</li><li>Protects sensitive and confidential information by actively participating in the Privacy &amp; Security Awareness program
</li><li>Adheres to company policies and standards regarding security
</li><li>Completes assigned courses and training on an annual basis
</li><li>Available to work during disasters</li></ul> 
EDUCATION &amp; EXPERIENCE
<ul><li>Vocational/Technical Degree Preferred
</li><li>1-3 years in a clinical laboratory setting preferred 
</li></ul>CERTIFICATION/LICENSE:
<ul><li>Phlebotomy, Medical Assistant, Paramedic or EMT certification preferred.</li></ul> 
Learn more about Employee Benefits
Note: Eligibility for benefits may vary by location and position.
HCA Healthcare Laboratory Services is a full service provider for clinical laboratory and anatomic pathology services, providing hospitals, physicians, and clients with timely diagnostic information for patient care. Our infrastructure includes a fully automated esoteric core laboratory in Fort Lauderdale, a histology and microbiology operation in Largo, Florida, and a network of hospital based rapid-response laboratories present in four HCA Healthcare divisions within the state of Florida. Our core laboratories support more than 250 acute and rehab hospitals, physician practices, surgery centers and commercial accounts.
HCA Healthcare has been recognized as one of the World&rsquo;s Most Ethical Companies&reg; by the Ethisphere Institute more than ten times. In recent years, HCA Healthcare spent an estimated $3.7 billion in cost for the delivery of charitable care, uninsured discounts, and other uncompensated expenses.
&quot;Bricks and mortar do not make a hospital. People do.&quot;- Dr. Thomas Frist, Sr. 
HCA Healthcare Co-Founder
If you are looking for an opportunity that provides satisfaction and personal growth, we encourage you to apply for our Laboratory Assistant PRN opening. We review all applications. Qualified candidates will be contacted for interviews. Unlock the possibilities and apply today!
We are an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status</div>

Laboratory Assistant PRN

NuLife Institute

<div>NuLife Institute &ndash; Front Desk / Administrative Concierge + Medical Assistant (Hybrid Role)
Location: Miami - Downtown 
Position Type: Full-Time and Part Time 
Compensation: Competitive base + performance incentives tied to patient experience, operational precision, and clinical support
Role Overview (Read This Twice)
This is not a front desk role. This is a dual-impact position responsible for:<ul><li>
Controlling the entire front-of-house patient experience</li><li>
Executing clinical support tasks at a high level</li></ul>
You are the bridge between luxury hospitality and medical precision.
Core Responsibilities
1. Patient Experience &amp; Front Desk Control<ul><li>
Greet every patient by name immediately</li><li>
Maintain a calm, polished, high-end environment at all times</li><li>
Manage check-in/check-out with zero friction or confusion</li><li>
Control patient flow, delays, and communication proactively</li></ul>
2. Administrative &amp; Operational Execution<ul><li>
Enter and manage patient data in EHR/CRM systems with accuracy</li><li>
Handle inbound/outbound communication with clarity and authority</li><li>
Create and manage lab requisitions and documentation</li><li>
Maintain a flawless front-of-house presentation (cleanliness, organization, readiness)</li><li>
Support inventory tracking and ordering with Office Manager</li></ul>
3. Clinical / Medical Assistant Responsibilities (Non-Negotiable)<ul><li>
Perform vital sign assessments accurately and efficiently</li><li>
Prepare exam rooms and assist providers during procedures</li><li>
Perform lab-related tasks, including:</li><li><ul><li>
Venipuncture</li><li>
Injections</li><li>
IV preparation and/or initiation</li><li>
Urinalysis</li></ul></li><li>
Assist in operating medical equipment for routine diagnostics</li><li>
Upload and maintain laboratory results in patient records</li><li>
Ensure all clinical processes meet compliance and safety standards</li></ul>
Non-Negotiable Traits (This Is Where Most Fail)<ul><li>
Dual Competency</li><li><ul><li>
Can switch from luxury concierge clinical execution instantly</li><li>
No drop in quality in either environment</li></ul></li><li>
Presence &amp; Professionalism</li><li><ul><li>
Polished appearance, confident tone, controlled communication</li></ul></li><li>
Situational Awareness</li><li><ul><li>
Reads the room, anticipates needs, prevents problems</li></ul></li><li>
Precision Under Pressure</li><li><ul><li>
Handles multiple patients, providers, and tasks without errors</li></ul></li><li>
Ownership Mentality</li><li><ul><li>
Fixes issues immediately&mdash;does not wait for direction</li></ul></li><li>
Detail Orientation</li><li><ul><li>
Nothing is missed&mdash;documentation, labs, timing, patient experience</li></ul></li></ul> 

Requirements 
Medical Assistant Qualifications (Required for This Role)<ul><li>
Medical Assistant Certification (or equivalent) required</li><li>
Graduate of accredited MA, Paramedic, or military medical training program</li><li>
Minimum 1 year of Medical Assistant experience preferred</li><li>
CPR Certification required</li><li>
Experience with EHR/CRM systems preferred</li><li>
Knowledge of regulatory and compliance standards</li><li>
Bi-lingual (English/Spanish) preferred</li></ul>
What Will Disqualify You Immediately<ul><li>
Strong in front desk but weak clinically</li><li>
Strong clinically but poor communication/presence</li><li>
Disorganized, reactive, or slow under pressure</li><li>
Treating this as &ldquo;just a job&rdquo; vs. performance role</li><li>
Poor hygiene, poor posture, or low energy presentation</li></ul>
What You Get (If You Can Actually Perform)<ul><li>
Work inside a high-end, performance-driven medical environment</li><li>
Build a rare hybrid skillset (hospitality + clinical execution)</li><li>
Direct path into advanced clinical or operational leadership roles</li><li>
Compensation tied to performance&mdash;not just showing up</li></ul> 

Benefits 
Retirement Plan
<ul><li>401(k) [Matching]
</li></ul>Health/Life Insurance Plan(s)
<ul><li>Medical (100% paid by NuLife Institute for all full-time team members of 5+ Years)
</li><li>Dental</li>
<li>Vision</li>
<li>Life</li>
</ul>(PTO) Paid Time Off<ul>
<li>Vacation Day(s)</li>
<li>Personal/Sick Day(s)</li></ul></div>

Medical Assistant - Front Desk (Phlebotomist and Tech)

University of Miami

<div>
 
 Current Employees:
 
 
 
 If you are a current Staff, Faculty or Temporary employee at the University of Miami, please click here to log in to Workday to use the internal application process. To learn how to apply for a faculty or staff position, please review this tip sheet.
 
 
 The University of Miami/UHealth Department of SCCC has an exciting opportunity for a Full Time Research Associate 1 (Myeloma) to work at the UHealth campus in Miami, Fl.
 
 
 
 Core Job Functions
 
 
 
 <ul>
 <li>
 Understands and interprets research protocols and procedures.
 </li>
 <li>
 Participates in the publication of significant results.
 </li>
 <li>
 Maintains an overview of relevant research findings.
 </li>
 <li>
 Ensures all research is undertaken according to good research practice.
 </li>
 <li>
 Keeps abreast of current publications relative to methods, techniques, and developments within the area of research.
 </li>
 <li>
 Collects, prepares, analyzes, dissects, and evaluates specimens or tissue cultures.
 </li>
 <li>
 Operates and maintains laboratory equipment. Performs a variety of routine assays, tests, and studies.
 </li>
 <li>
 Performs calculations to complete research test results, collects data, and performs statistical analysis of laboratory results.
 </li>
 <li>
 Adheres to University and unit-level policies and procedures and safeguards University assets.
 
 
 
 </li>
 </ul>
 
 
 This list of duties and responsibilities is not intended to be all-inclusive and may be expanded to include other duties or responsibilities as necessary.
 
 
 
 
 
 Qualifications
 
 
 
 
 CORE QUALIFICATIONS
 
 
 
 
 Education:
 
 
 
 Bachelor&rsquo;s Degree in relevant field required.
 
 
 
 Experience:
 
 
 
 
 No Prior Experience Required.
 
 
 
 
 Knowledge, Skills and Attitudes:
 
 
 
 <ul>
 <li>
 Skill in completing assignments accurately and with attention to detail.
 </li>
 <li>
 Ability to analyze, organize and prioritize work under pressure while meeting deadlines.
 </li>
 <li>
 Ability to process and handle confidential information with discretion.
 </li>
 <li>
 Ability to work evenings, nights, and weekends as necessary.
 </li>
 <li>
 Commitment to the University&rsquo;s core values.
 </li>
 <li>
 Ability to work independently and/or in a collaborative environment.
 
 
 
 </li>
 </ul>
 
 Department Specific Functions
 
 
 
 The Research Associate 1 will support the Sylvester Myeloma Institute through activities dedicated 100% to a grant-funded research study. Primary responsibilities include chart abstraction, collection and entry of clinical research data, maintenance of study databases, and analysis of research findings to support study objectives, abstracts, and reporting requirements. The individual will work closely with investigators and research staff to ensure data accuracy, protocol compliance, and timely completion of grant-related deliverables and deadlines.
 
 
 The University of Miami offers competitive salaries and a comprehensive benefits package including medical, dental, tuition remission and more.
 
 
 UHealth-University of Miami Health System, South Florida's only university-based health system, provides leading-edge patient care powered by the ground breaking research and medical education at the Miller School of Medicine. As an academic medical center, we are proud to serve South Florida, Latin America and the Caribbean. Our physicians represent more than 100 specialties and sub-specialties, and have more than one million patient encounters each year. Our tradition of excellence has earned worldwide recognition for outstanding teaching, research and patient care. We're the challenge you've been looking for.
 
 
 The University of Miami is an Equal Opportunity Employer. Applicants and employees are protected from discrimination based on certain categories protected by Federal law.
 
 
 
 Job Status:
 
 
 
 Full time
 
 
 
 Employee Type:
 
 
 
 Staff
 
 
</div>

Research Associate 1 (Myeloma)

Healogics

<div>The rewards at Healogics are immense, starting with the important work we do to change patients&rsquo; lives. We also understand that meaningful work is hard work, and we are committed to supporting and compensating our employees for the tremendous service they provide.<div><div><div><div><div><div><div> 
Think you are a great fit? Learn more about this role here:</div></div></div></div></div></div></div>
Healogics is the largest provider of advanced wound care services in the United States, treating more than 300,000 chronic wound patients annually across over 600 sites. With an aging society, obesity and diabetes on the rise, and an uptick in surgical procedures, the number of patients with non-healing wounds that would benefit from expert care is dramatically increasing. As a result, the company is working to provide our differentiated, quality outcomes to as many patients that would benefit through our out-patient clinic partnerships. 
 
The Clinical Patient Navigator manages a variety of front office functions and is key to smooth operation of a dynamic outpatient wound care center as well as performs general office duties to assist the staff of the WCC. This individual serves in a dual administrative/clinical role to streamline workflow in providing effective and exceptional patient care.
 
 
All Healogics employees must perform their job responsibilities according to all Healogics policies, Hospital policies, as well as to accrediting organizations, federal and state regulation, and to the Centers for Medicare and Medicaid Services (CMS) guidelines, as applicable.<h2 class="jobSectionHeader">
Essential Functions/Responsibilities:</h2>
Administrative Functions:<ul><li>
Coordinates with Center leadership to maximize daily patient census.</li><li>
Actively participates in staff meetings to support key functions within the Center.
</li><li>Greets patients and other visitors, answers and routes calls to appropriate staff.</li><li>
Maintains all patient communication needs including scheduling, rescheduling, and appointment reminders. Also works and schedules for provider, according to the care continuum model.</li><li>
Obtains and verifies patient insurance information, to include pre-certifications and pre-authorizations for services and enters data in appropriate databases.</li><li>
Collects and enters patient charges in databases.
</li><li>Verifies and reconciles charges as directed, prepares monthly patient survey data and appropriate documentation, then transmits to providers.
</li><li>Assembles new patient charts, maintains and files existing patient charts, and spot checks charts for data completeness and signatures.</li><li>
Coordinates/schedules ancillary testing with other hospital departments.</li><li>
Arranges for patient transportation, as needed.
</li><li>Maintains office equipment and supplies as needed, and medical supplies as directed.</li></ul>
Clinical Functions:<ul><li>
Under the direction of the RN/Provider, provides wound-related patient care as approved by hospital protocols, Policies &amp; Procedures and scope of practice and with documented competencies where necessary</li><li>
May assist with intake and discharge within scope of practice and according to hospital bylaws and completion of appropriate skills competencies
</li><li>May perform hyperbaric oxygen therapy related duties, as needed, after completing the required Healogics hyperbaric training and completion of required skills competency
</li><li>May assist in Vein Clinic within scope of practice after Healogics Vein Clinic training completed (if applicable)</li><li>
Gathers patient information.</li><li>
Gathers necessary equipment and supplies for the RN or provider.</li><li>
Reports quality of care issues to Clinical Nurse Manager</li><li>
Communicates as needed with all team members regarding therapeutic interventions to ensure quality of care.</li><li>
May function as a Documentation Assistant (scribe) in accordance with Healogics policy</li><li>
Performs other duties as required.</li></ul>
Required Education, Experience and Credentials:
<ul><li>High School Diploma or General Education Development (GED); Associate&rsquo;s degree preferred</li><li>
Graduate from a Certified Medical Assistant (CMA), Emergency Medical Technician (EMT) or Certified Nursing Assistant (CNA) program approved by the Commission on Accreditation of Allied Health Program (CAAHEP) or by the Accrediting Bureau of Health Education Schools (ABHES).</li><li>
Current CMA, CNA or EMT Certification licensed in the state of employment &ndash; to be maintained throughout the duration of employment in the position</li><li>
Minimum of Two (2) or more years office administration experience is required; Preferably in a medical setting, acute hospital, rehabilitation hospital, or skilled nursing unit.</li><li>
Prior medical coding experience preferred</li></ul>
Required Knowledge, Skills and Abilities:
<ul><li>Demonstrated competency in BLS (Basic Life Support)</li><li>
Proficient in Microsoft Office (Word, Excel, Outlook)</li><li>
Good customer, interpersonal and communication skills, both orally and in writing</li><li>
Organization and time-management skills</li><li>
Basic math skills</li><li>
Attention to details</li><li>
Ability to maintain confidentiality</li><li>
Ability to work in fast paced environment and to work on multiple projects at the same time</li><li>
Ability to work with others and in a team environment</li></ul>
Physical Demands:
<ul><li>Being in a stationary position for extended periods of time (4 hours or more)</li><li>
Viewing computer screen for extended periods of time (4 hours or more)</li><li>
Keying frequently on a computer for 4 hours or more</li><li>
Reading</li><li>
Lifting/moving items up to 75 pounds with equipment assistance</li><li>
Pushing/pulling</li><li>
Bending/stooping</li><li>
Communicating</li><li>
Writing</li><li>
Close, distance and peripheral vision</li><li>
Reaching/grasping/touching with hands</li><li>
Detecting sounds by ear</li><li>
Repetitive motions</li></ul>
Work Environment:
<ul><li>Primarily indoors environment</li><li>
Patient care environment</li><li>
Exposure to Hazards (blood borne pathogens, toxic chemicals, flammable explosive gases, etc)</li><li>
Exposure to mechanical equipment</li><li>
Proximity to moving objects</li></ul>
The hourly rate for this position generally ranges between $16.17-$19.84 Per Hour
This range is an estimate, based on potential employee qualifications: education, experience, geography as well as operational needs and other considerations permitted by law.
If you are a current employee, to submit a job application, you need to apply as an internal candidate in Workday via the &ldquo;Jobs Hub&rdquo;.</div>

Clinical Patient Navigator- CMA-CNA-EMT

Luma Financial Technologies

<div>About Luma Financial Technologies
Founded in 2018, Luma Financial Technologies (&ldquo;Luma&rdquo;) has pioneered a cutting-edge fintech software platform that has been adopted by broker/dealer firms, RIA offices, and private banks around the world. By using Luma, institutional and retail investors have a fully customizable, independent, buy-side technology platform that helps financial teams more efficiently learn about, research, purchase, and manage alternative investments as well as annuities. Luma gives these users the ability to oversee the full, end-to-end process lifecycle by offering a suite of solutions. These include education resources and training materials; creation and pricing of custom structured products; electronic order entry; and post-trade management. By prioritizing transparency and ease of use, Luma is a multi-issuer, multi-wholesaler, and multi-product option that advisors can utilize to best meet their clients&rsquo; specific portfolio needs. Headquartered in Cincinnati, OH, Luma also has offices in New York, NY, Miami, FL, Zurich, Switzerland and Lisbon, Portugal. For more information, please visit Luma&rsquo;s website. 
About the role
We are looking for a highly motivated and detail-oriented Analyst to join our Miami team, covering Private Banks. The ideal candidate will play a critical role in supporting platform operations, project management, client servicing, and the full lifecycle management of complex financial products. 
This position is critical for ensuring the accuracy and smooth operation of our client technology. It requires significant cross-functional collaboration and the ability to work closely with developers, clients, and internal stakeholders to ensure the accurate delivery of services and the successful introduction of new features. 
What you'll do
I. Data and System Integrity<ul><li>
Execute comprehensive data validation and quality control across all client-facing workflows and system components.</li><li>
Ensure user access and entitlement controls are accurate, confirming personnel only view assigned information.</li><li>
Conduct core system integration checks to guarantee data cleanliness, proper mapping, and consistency with source systems.</li><li>
Resolve all identified data discrepancies and conduct final health checks prior to major platform updates or releases.</li></ul>
II. Platform Operations and Support<ul><li>
Manage daily system performance checks and provide effective troubleshooting for all incoming support requests.</li><li>
Establish and maintain user accounts and permissions, ensuring security and proper authorization levels.</li><li>
Develop a structured support process for early-adopter user groups, managing issue reporting, escalation, and ownership.</li><li>
Create standardized system views and configurations to ensure consistency in team reporting and access.</li></ul>
III. Financial Product and Reporting Accuracy<ul><li>
Manage the full reporting lifecycle, preparing and distributing recurring issuance reports for clients and third parties.</li><li>
Enhance reporting functionality to accurately handle and display divested or sold holdings.</li><li>
Coordinate price discovery, validation, and contract interpretation to ensure accurate structured product pricing.</li></ul>
IV. Project Execution and Enablement<ul><li>
Serve the support channel, coordinating with development and operations teams to drive project completion.</li><li>
Manage project tickets, monitor timelines, and assist in the planning and execution of new product rollouts.</li><li>
Provide system demos to stakeholders and advocate for platform improvements based on user feedback.</li></ul>
Qualifications
Education &amp; Experience<ul><li>
Bachelor's degree in Finance, Economics, Business, Computer Science, or a related field</li><li>
Exposure to structured products, annuities, or alternative investments is a plus; willingness to learn is required</li></ul>
Technical &amp; Analytical Skills<ul><li>
Strong proficiency in Excel and/or Google Sheets; comfort working with large datasets and identifying discrepancies</li></ul>
Soft Skills &amp; Working Style<ul><li>
Exceptionally detail-oriented &mdash; you catch things others miss and take data accuracy personally</li><li>
Strong written and verbal communication skills; comfortable presenting demos or updates to stakeholders</li><li>
A self-starter who can manage multiple workstreams and shifting priorities without losing the thread</li><li>
Collaborative by nature &mdash; you build trust with developers, clients, and internal teams equally</li><li>
Comfortable in ambiguity; you ask the right questions to move forward rather than waiting for perfect information</li><li>
A service mindset &mdash; you treat client issues with urgency and close the loop</li></ul></div>

Analyst (PB)

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