Data & Reporting Assistant

Job Description

Responsibilities

· Enter and maintain accurate ML data within internal systems, including Agility and Salesforce.

· Generate reports in Salesforce and Agility through Power BI.

· Pull reports and perform data entry for daily balancing of General Ledgers.

· Prepare daily reports on current production and comparison to goals and past production.

· Create holiday communications, social media posts for external communications and Newsflash notices for client base.

· Review promissory notes for accuracy, ensure proper issuance of Bailee Letters, and confirm correct overnight packaging for shipment.

· Pull Secure Insight verification and input into Agility.

· Perform procedures when wire recipient is not listed in Secure Insight to fully vet wiring instructions.

Requirements & Skills

· High school diploma required; Associate’s or Bachelor’s degree in progress preferred.

· Strong attention to detail and ability follow structured processed and manage multiple tasks at high-volume.

· Proficiency in Microsoft Excel and PowerPoint; familiarity with Power BI preferred.

· Experience with Canva, social media, or marketing communications.

· CRM experience a plus.

· Willingness to learn and ask questions

· Strong analytical and problem-solving mindset

· Team-oriented with a professional, service-driven approach

· Ability to maintain confidentiality and handle sensitive financial information

Starting Base Salary: $35K

Full-time