Job Title: Reporting Assistant
Location: Remote
Job Summary:
Join our team as a Reporting Assistant, where you’ll play a crucial role in managing data and PDF reports for sensitive investor relationships. This position offers the flexibility of remote work, with occasional in-office meetings if you’re in the Portland area. You’ll be responsible for ensuring accurate and timely reporting, contributing to the success of our client’s investor reporting initiatives.
Job Responsibilities:
• Manage and post property and investor reports, ensuring accuracy and timeliness.
• Review and update benefit schedules, ensuring data accuracy for PDF postings.
• Compile and post status and broker reports, and manage select documents.
• Support team members with quarterly investor reports and operational data extracts.
• Utilize Adobe and Excel for critical reporting tasks.
• Adapt to shifting priorities and deadlines, maintaining strong attention to detail.
Skills Required:
• Proficiency in Microsoft Excel and Adobe.
• Strong attention to detail and ability to learn quickly.
• Ability to work independently after training.
• Excellent multitasking and organizational skills.
• Flexibility to shift focus frequently based on deadlines.
• Entry-level business writing skills (nice to have).
Education:
• High school diploma or 2-year degree preferred.
• Consideration given to candidates with 5+ years of relevant experience.
About SSi: With over 26 years of industry experience, SSi People has built its reputation and expertise on putting people first. Everything we do works toward delivering an exceptional experience for our consultants, our clients, and our internal team. Through a genuine commitment to people in everything we do, we have developed refined processes and a stellar internal team to deliver talent quickly. More importantly, we focus on building long-term relationships, not transactions. Putting people first is just what we do well.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from SSi People and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: SSi People Privacy Policy.