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Data Entry Specialist

Key Facts

Remote From: 
Full time
English

Other Skills

  • •
    Communication
  • •
    Time Management
  • •
    Teamwork
  • •
    Problem Solving

Roles & Responsibilities

  • High school diploma or GED
  • Strong data entry speed and accuracy
  • Experience with transaction processing or financial services
  • Excellent attention to detail and organizational skills

Requirements:

  • Processes client transaction requests and reviews transactions for accuracy, completeness, and adherence to internal and external regulations
  • Partners with company associates to resolve complex processing issues to ensure timely completion
  • Communicates with clients through outbound calls and written correspondence to clarify incomplete or invalid paperwork
  • Understands and complies with Securities and Exchange Commission (SEC) guidelines and internal policies

Job description

Job Description

  • Processes client transaction requests and reviews transactions for accuracy, completeness, and adherence to all internal
  • and external regulations
  • Partners with company associates in working through complex processing issues to ensure timely completion
  • Communicates with clients through outbound calls and written correspondence to clarify incomplete or invalid paperwork
  • Understands and complies with the Securities and Exchange Commission (SEC) guidelines, and the internal

Requirements

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