Overview
This role is the backbone of our application process. You are responsible for turning messy, incomplete client submissions into clean, structured, submission-ready documentation.
It's detail-heavy, repetitive at times, and unforgiving of mistakes. If you're sloppy, this role will expose it quickly.
What You'll Be Responsible For
1. Document Sorting & Organisation
- Review and categorise client documents based on internal checklists
- Ensure correct document types, formats, and completeness
- Flag missing, inconsistent, or non-compliant documents
- Maintain a structured digital filing system for every client
2. Scanning & File Preparation
- Scan, rename, and organise documents to internal standards
- Ensure clarity, legibility, and correct formatting of all files
- Convert raw submissions into clean, submission-ready sets
3. Client Follow-Up & Coordination
- Contact clients to request missing or corrected documents
- Clearly explain document requirements and expectations
- Follow up consistently to close document gaps
- Handle basic client queries related to document submission
4. Quality Control
- Cross-check documents before handover to the next stage
- Ensure zero critical errors in documentation sets
- Maintain strict adherence to internal SOPs and compliance standards
What This Role Is (and Isn't)
- This is a detail-intensive, process-driven role
- This is a coordination role that requires proactive follow-ups
- This is not creative work or high-level advisory
If you don't like checklists, structure, or repetition, this will frustrate you.
What We're Looking For
- Strong attention to detail (non-negotiable)
- Highly organised and methodical
- Comfortable handling repetitive, process-heavy tasks
- Clear and patient communicator with clients
- Able to follow SOPs precisely without shortcuts
- Consistent, reliable, and accountable
Bonus:
- Experience in admin, operations, or document processing roles
- Familiarity with scanning systems, file management, or CRM tools
How You'll Be Measured
- Accuracy of document sets (error rate)
- Turnaround time for document processing
- Completion rate of document checklists
- Responsiveness and follow-up efficiency with clients
Why This Role Matters
Every application depends on documentation quality. One missed detail can affect outcomes. This role ensures that every submission meets the required standard before it moves forward.
Working Structure
- SOP-driven workflow with clear checklists
- Daily task tracking and performance monitoring
- High accountability for accuracy and timelines