• Create, update, and maintain entity and client records within internal systems (e.g. Viewpoint or equivalent) based on instructions from global teams.
• Process requests for new records, updates, and changes within agreed turnaround times.
• Ensure all required fields, documentation, and supporting information are accurately captured at the point of entry.
• Maintain clear audit trails and documentation for all updates completed.
• Perform scheduled and ad hoc file reviews across assigned portfolios to ensure records remain complete and up to date.
• Identify missing, outdated, or inconsistent information and take corrective action or escalate where appropriate.
• Apply standard validation checks and quality control measures to maintain data integrity.
• Prepare regular reports, dashboards, and trackers (e.g. entity status reports, renewal
  calendars, compliance trackers).
• Produce management information in agreed formats and reporting cycles.
• Respond to ad hoc reporting and data requests from global teams.
• Maintain and update reporting templates and tracking tools to ensure consistency.
• Liaise with global teams to gather required information and clarify instructions.
• Follow up on outstanding data or documentation using standard templates and escalation

Processes

• Maintain clear and professional written communication with colleagues across jurisdictions.
• Meet agreed service level targets for accuracy, volume, and turnaround time.
• Monitor personal workflow and escalate any delays or issues in a timely manner.
• Support ongoing improvements to processes and reporting practices.
• Assist with process improvements initiatives.
• Ensure all work is carried out in accordance with firm policies and procedures and regulatory requirements.