Member Service Admin (Remote)

This position is perfect for a Latin American with strong English skills who likes learning and getting tasks done as part of a collaborative team, more than they like talking with people all day.

Our company helps physicians and their families in the USA manage their personal finances by giving them advice and doing finance tasks for them, like managing their money and doing their taxes. You will be administrative support on the team that gets work done to help these physician clients and their families. The team currently includes about 10 people from multiple countries, and you will be an important addition to this highly collaborative team.

In this role, you will work from home in your dedicated home office on a computer provided by the company. You will meet briefly each day with your team and complete tasks related to USA taxes or wealth management. You will need to master our internal and external software and use it together with email and your knowledge of our services to coordinate client tasks. Over time, you will learn our systems well enough to find tasks on your own.

Typical tasks include requesting documents from clients via email, filing documents in the right place, and sending contracts for signature. You will receive training on every new task.

REQUIREMENTS

• Proven English skills (C1 level or higher)
• Experience with administrative work (office or remote)
• Quick to learn and use new technologies
• A good team player who is comfortable working alone
• A home office with a door that closes

Only applications in English will be considered.