Data / CRM Management Financial Specialist

We are looking for a Data / CRM Management Financial Specialist to support our fund administration operations and client onboarding processes. The role includes maintaining and updating the company’s internal CRM system, onboarding new clients and funds, organizing financial and legal data, and ensuring that all client information, investor details, documents, and workflows are accurately reflected in the system. 🙌 Attention to detail is very important! Responsibilities include: Updating and maintaining CRM data on an ongoing basis Onboarding new clients, funds, and investor records into the CRM Reviewing and organizing financial, legal, and operational documents Coordinating data flows related to capital calls, investors, commitments, fund documents, and compliance materials Working closely with the operations, finance, and legal teams to ensure data accuracy and completeness Supporting process improvements and automation within the CRM Requirements: Background in finance, accounting, fund administration, legal operations, or a similar field Strong understanding of financial and legal documentation Close attention to detail and strong organizational skills Comfortable working with CRM systems, Excel, and digital document management tools Ability to work independently and manage multiple tasks Professional English This position is suitable for someone who is detail-oriented, responsible, and interested in combining finance, legal documentation, and technology in a growing fund administration company. ❗️The client is looking for someone who will be handling 100 LPs a day using varies tools like excel, AI etc. To prove you've read this entire description carefully, please start your proposal with the word DATE Further, the test assignment will be shared with the candidate. ⚠️ Important: Candidates who attach a CV to their application will be prioritized.