"Alerted.org

Responsibilities:

Produce, update, and provide best practice support on a wide range of Microsoft documents, databases, and other departmental systems.

Find the most effective ways to respond to routine functional inquiries. Involves following procedures and precedents.

Produce accurate reports for others by collecting data from a variety of standard sources and inputting it into standard formats.

Prepare moderately complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for reports.

Support more senior colleagues on specific investment activities by carrying out administrative tasks, such as gathering and interpreting market data.

Collect information to gain a better understanding of routine procedural queries.

Help manage internal clients by carrying out standard activities and providing support to others.

Use the internal communications system to access specific information.

Build effective working relationships within the internal client organization and contribute to the management of the partnering relationship, delivering high-quality professional services within established routines or as part of an agreed project.

Use data management systems to access specific information as and when required.

Assist with the development and delivery of financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice.

Skills:

Supports business processes without supervision by understanding and effectively using standard office equipment and standard software packages, while providing technical guidance as needed.

Works under guidance (but not constant supervision) to analyze data trends for use in reports to help guide decision making.

Uses clear and effective verbal communications skills without supervision and provides technical guidance when required on expressing ideas, requesting actions and formulating plans or policies.

Works with guidance (but not constant supervision) to plan, organize, prioritize and oversee activities to efficiently meet business objectives.

Works with guidance (but not constant supervision) to develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives.

Works under guidance (but not constant supervision) to acquire, organize, protect and process data to fulfill business objectives.

Uses an understanding of numerical concepts to perform mathematical operations such as report analysis with guidance (but not constant supervision).

Works with guidance (but not constant supervision) to interpret and apply knowledge of laws, regulations and policies in area of expertise.

Works with guidance (but not constant supervision) to manage client accounts in a way that provides benefits both for the organization and its clients.

Works at an intermediate level to analyze potential solutions and create recommendations based on the expected benefits, costs, and overall value of the solution for key stakeholders. Typically works with guidance.

Works at an intermediate level to understand business context, needs, rules, and architecture, as well as organizational structure, cultures, capabilities, and processes to document the current state of processes and the business. Typically works with guidance.

Works at an intermediate level to interpret, contribute to, or lead business case creation with client departments to quantify current costs, justify project investment, and identify the return on investment. Typically works with guidance.

Conducts research and analyzes data with guidance (but not constant supervision) in order to develop a comprehensive understanding of customer and market conditions that enables maximum return on investments.

Works with guidance (but not constant supervision) to orient the seller's organization around delivering to the key needs of their customers.

Works at an intermediate level to envision and document the future state of processes and products by identifying the solution scope, potential value of the future state, and the changes to the process, products, organization infrastructure, capabilities, and technology necessary to achieve the desired future state. Typically works with guidance.

Works with guidance (but not constant supervision) to explore the depth and breadth of a problem, draw out the implications of not changing, and help clients self-discover and articulate the value of a solution.

Works with guidance (but not constant supervision) to select, deploy and get the best results from the most appropriate office system.

Works at an intermediate level to conduct gap analysis between current and future states to identify components of the overall change strategy. Typically works with guidance.

Works with guidance (but not constant supervision) to uncover clients’ explicit needs and/or unforeseen opportunities and challenges.

This position is from January 5, 2026 - June 30, 2026.