US Account Verification Liaison
Budget: $15 – $25 USD
You will act as my designated US-based representative during client account setup and verification. The role is light but time-sensitive: spend roughly 5–10 minutes each business day inside a dedicated Zoho inbox, watch for transaction notifications or compliance alerts, then immediately forward the relevant messages to our operations team using the template I provide.
Because this touches regulated client data, you must keep all login credentials confidential and follow the simple security checklist I’ll share. A background in administrative support is important—speed, accuracy, and discretion matter more than volume here.
We’ll touch base through brief chat check-ins whenever a new workflow or exception pops up; no video calls or lengthy meetings.
Deliverables & success criteria:
• Inbox checked Monday–Friday during the agreed-upon window.
• Qualifying alerts forwarded within 15 minutes of receipt.
• Zero unauthorized access incidents or missed alerts.
That’s the entire scope—straightforward, low-time-commitment, but critical to smooth client onboarding.
Requirements:
• Must be a US citizen or permanent resident.
• Must have a valid Social Security Number (SSN).
• Must have a personal credit score of 650 or higher (this is a firm requirement as it is used for financial account verification).
• A high degree of reliability and attention to detail.
• Access to a computer and a secure internet connection.
• No prior experience in finance is necessary; we will provide all necessary instructions.
Because this touches regulated client data, you must keep all login credentials confidential and follow the simple security checklist I’ll share. A background in administrative support is important—speed, accuracy, and discretion matter more than volume here.
We’ll touch base through brief chat check-ins whenever a new workflow or exception pops up; no video calls or lengthy meetings.
Deliverables & success criteria:
• Inbox checked Monday–Friday during the agreed-upon window.
• Qualifying alerts forwarded within 15 minutes of receipt.
• Zero unauthorized access incidents or missed alerts.
That’s the entire scope—straightforward, low-time-commitment, but critical to smooth client onboarding.
Requirements:
• Must be a US citizen or permanent resident.
• Must have a valid Social Security Number (SSN).
• Must have a personal credit score of 650 or higher (this is a firm requirement as it is used for financial account verification).
• A high degree of reliability and attention to detail.
• Access to a computer and a secure internet connection.
• No prior experience in finance is necessary; we will provide all necessary instructions.