Client Onboarding Assistant | Ghansoli, MBP

Timesheet and Data Management:

• • Track and manage client timesheets exported from the CRM system.
  • Ensure all timesheets are accurate and updated regularly.

Backup Maintenance:

• • Maintain external data backups for client activity and timesheet details.
  • Organize and secure sensitive data in accordance with company policies.

Administrative Support:

• • Assist the Onboarding Coordinator in preparing client profiles and documents.
  • Provide administrative support to the onboarding team as required.

Quality Assurance:

• • Perform routine checks to ensure all onboarding documentation and data are error-free.
  • Alert the Onboarding Coordinator of any inconsistencies in client records or processes.

Internal Communication:

• • Work closely with internal teams to gather required data and ensure timely delivery of onboarding documents.