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Data Entry Clerk (Senior)

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financial planning and analysis manager

Data Entry Clerk

Dallas, TX

Temporary Hire (Contract)

$23.75 – $27.50 per Hour

Apply now

data_entry_clerk
data_entry_clerk

Description

Job Description for Data Entry Clerk

Our client in the financial services industry is currently looking to hire a Wealth Management Associate. This role supports a team of wealth management advisors firms that manages private portfolios for both high net worth and institutional clients. The primary function of this job is converting advisory accounts, and administrative responsibilities, and assisting with special projects.

Essential Functions (Data Entry)

  • Sets up new accounts, editing current accounts
  • Assists in creating/updating paperwork and processes.
  • Perform primary functions which include support of the department’s operations
  • Coordinate and manage special projects as they arise.
  • Develops and maintains relationships with new and existing Advisors.
  • Assists in the coordination of advisory-related regional meetings.
  • Answers Adviser and staff questions related to the advisory product process for opening, closing, and billing accounts.
  • Utilizes advisory databases to create and maintain Advisor profiles and data on current and proposed sales activity.

Requirements

Job Requirements

  • Bachelor’s degree, preferably business-related or equivalent
  • Must be detail-orientated, analytical, and able to multi-task in a fast-paced environment while maintaining accurate, complete, and high-quality work in a timely manner
  • Self-motivated team player and individual contributor
  • 0-3 years of securities industry experience preferred, but not required

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Job Reference: 04121-0012417979

Specialization: Administrative & Customer Support

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