Experienced Financial Data Entry Specialist for Wealth Management Firm at blithequark

Unlock a Rewarding Career in Financial Data Entry with blithequark

blithequark is at the forefront of the wealth management industry, providing top-tier financial services to its clients. As a leading firm, blithequark is now seeking an Experienced Financial Data Entry Specialist to join its team. This role is a fantastic opportunity for individuals with a background in financial data entry to further their careers and gain valuable experience in supporting investment accounts.

About the Role

As a Financial Data Entry Specialist at blithequark, you will play a critical role in managing account transfers, ensuring the accurate and efficient movement of funds between accounts, and handling firm-to-firm transfers. Your primary responsibility will be to accurately enter and verify data to facilitate smooth transactions and maintain the integrity of the firm's data.

Key Responsibilities

• Perform alphanumeric data entry from various source documents, ensuring accuracy and completeness.
• Verify data accuracy by comparing with original documents or re-entering in verification format to identify discrepancies.
• Compile, sort, and validate data before entry to maintain quality standards.
• Identify and correct data entry errors, or escalate them to supervisors as needed.
• Maintain detailed logs of data entry activities and completed tasks for tracking and audit purposes.
• Enter information from source documents such as canceled checks, sales reports, or bills into designated data fields.
• Manage high-volume data entry tasks efficiently, with a focus on meeting production targets.
• Utilize spreadsheet and database software to manage data and perform required tasks.

Essential Qualifications

To be successful in this role, you will need:

• A minimum of 2 years of experience in data entry, preferably in the financial services industry.
• Proven data entry skills, with a high level of accuracy and attention to detail.
• Basic computer skills, including proficiency in Microsoft Office, particularly Excel.
• Experience with 10-key and banking operations is highly desirable.
• A strong understanding of financial services and banking operations.

Preferred Qualifications

While not essential, the following qualifications will be considered advantageous:

• Experience working in a wealth management firm or similar financial institution.
• Knowledge of database software and spreadsheet applications beyond basic Excel.
• Previous experience with data validation and data quality control processes.

Skills and Competencies

The ideal candidate will possess:

• Excellent data entry skills, with a focus on accuracy and speed.
• Strong analytical and problem-solving skills to identify and correct data discrepancies.
• Effective communication skills to escalate issues to supervisors and interact with colleagues.
• The ability to work efficiently in a high-volume data entry environment.
• A strong attention to detail and commitment to maintaining data integrity.

Career Growth Opportunities

At blithequark, we are committed to the professional growth and development of our employees. As a Financial Data Entry Specialist, you will have the opportunity to:

• Develop your skills in financial data entry and wealth management operations.
• Gain experience with a range of financial products and services.
• Progress to more senior roles within the firm, subject to performance and career aspirations.

Work Environment and Company Culture

blithequark is a dynamic and inclusive workplace that values its employees and supports their well-being. As a remote worker in the CST time zone, you will enjoy:

• A flexible work arrangement that allows for a healthy work-life balance.
• A collaborative and supportive team environment, despite working remotely.
• Opportunities for professional development and career advancement.

Compensation and Benefits

blithequark offers a competitive compensation package, including:

• An hourly rate of $19 - $19.5, depending on experience.
• A comprehensive benefits package, including health insurance, incentive and recognition programs, and 401K contribution (based on eligibility).
• A supportive and dynamic work environment that values employee well-being.

Why Join blithequark?

blithequark is an Equal Opportunity Employer that welcomes applications from individuals of all backgrounds. By joining our team, you will become part of a diverse and inclusive workplace that is committed to supporting the career aspirations of its employees.

If you are a motivated and detail-oriented individual with a passion for financial data entry, we encourage you to apply for this exciting opportunity. As a Financial Data Entry Specialist at blithequark, you will play a critical role in supporting the firm's wealth management operations and contributing to its continued success.

Don't miss this chance to advance your career in financial data entry with a leading wealth management firm. Apply today to join the blithequark team!