NAME OF POSITION: CRM & FILES MANAGER

 

PERSON’S SENIOR: VP SALES & MARKETING

 

PURPOSE (The reason why this position exists): 

Investor files are extremely important to an organization- the bread and butter of our company is based on the maintenance of our filing systems we have in place. Everything from Trusts, ABIs, Sales Contracts and Servicing Agreements are all extremely detrimental to the income of our company. Time wasted looking for a misplaced file could cost the company an unknown amount, not to mention the untold cost depending on the importance of the document and any legal implications that may derive from the absence or wrongfulness of such documents.

 

VIEWPOINT (The viewpoint that an employee should have to be successful at the job): 

Organization is key- treating each file that you encounter with care will help you maintain organization. Each document should be regarded as important, and if it is under your responsibility, it should be treated as such as it will be you who faces the repercussions if there is a mishandling of files.

 

COMPUTER SKILLS REQUIRED: 

Google suite, Microsoft Office products (word, excel), E&H Matrix, ability to operate scanner and printer, conduct rapid Google searches, understanding of files.

 

SKILLS REQUIRED: 

Time-management, organizational skills, attention to detail, adaptable to changing systems and work-flows, able to learn quickly, solution-oriented, careful and precise admin, high aptitude, can oversee, guide, hat, or bypass juniors as needed. 

 

RESPONSIBILITIES OF THE POSITION:

  • Ensure all old investor files are complete, executed and properly filed
  • Ensure that all new investor files are complete, executed and properly filed
  • Ensure all documentation is accounted for and secured

 

WEEKLY ACTIONS:

  • Every time an investor starts make sure all their documentation is complete, executed and properly filed.
  • (Quarterly maybe) Audit investor files

 

STATISTICS:

  • N/A

 

ACTION STATS:

  • N/A

 

Valuable Final Product: 

An efficient organization that keeps files orderly and secure, yet are easily found by those that need access to them