DATA ENTRY SPECIALIST
Large, well-established Wealth Management and Retirement Investment firm is currently seeking a Data Entry Specialist to join our company in Palm Beach Gardens, FL. This is a beautiful office located in a great area that is literally right off I-95 and is so easy to get to from the highway. We need someone with great data-entry skills to help set up new accounts and/or update existing accounts along with providing superior customer service to the Retirement Account Advisors that work with our support team. .The job does have potential growth opportunities within our company and the right person with the right skill-set would be able to expand their career with us if they chose to do so.
FULL-TIME MONDAY-FRIDAY 8:00 TO 5:00
NO WEEKENDS AND NO NIGHTS
$14.00/HOUR OR MORE
If you are a professional, polished, and Administratively sound candidate that has great typing and data-entry skills, we want to meet you!! Please apply if our job description sounds like you!!
Process customer documents by reviewing data for deficiencies
Enter customer and account data by inputting information into multiple platforms
Identify errors made on paperwork before accounts are established
Correct errors that are identified by other departments
Assist with updating and maintaining client information
Assist with updating and maintaining carrier information
Assist with daily error reports
Assist with daily phone calls
Working hours: 8:00 AM - 5:00 PM
Typing Speed of 40+ words per minute
Accuracy and attention to detail
Knowledge of Microsoft Office including Excel and Word
Polished verbal communication and customer service skills
Ability to analyze and solve problems on your own or with quick direction
Prioritize work to meet daily workload and deadlines
No Degree Required
2+ years experience in data-entry or data-processing
Good knowledge of entering data into accounts or updating account info as needed
Investment/brokerage operation experience is a plus but not required
Bachelor's degree or Work History Experience is acceptable
MUST HAVE A CLEAR CRIMINAL BACKGROUND CHECK AS WE ARE A HIGH-LEVEL FINANCIAL INSTITUTION. MUST CLEAR BACKGROUNDS BEFORE FIRST DAY ON THE JOB.
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