Senior Data Entry Specialist

Job Responsibilities

Interpret and input all relevant profile and financial information, taken from various documents and sources, into the eMoney Financial Planning Platform.

Upload client’s financial documents into Financial Planning Platform’s document repository.

Act as the primary resource for Associate Data Entry Specialists & Data Entry Specialist regarding all data entry processes and procedures and financial planning questions.

Remain current on all financial planning terms and concepts to accurately and thoroughly interpret client data.

Develop and train Associate Data Entry Specialists and Data Entry Specialists to insure data accuracy and adherence to all privacy procedures and requirements.

Independently facilitate communication with clients regarding work estimates, contract signature, invoices and collections.

Conducts quality assurance reviews to insure accuracy and thoroughness of cases entered.

Provides support to Sales and Relationship Management regarding Data Entry Services available to both existing clients and sales prospects.

Assist the Operations Supervisor in communicating and managing deadlines.

Independently prioritize major project work for data migration conversions and day-to-day new data entry requests.

Work with Operations Supervisor to create, modify, and deliver cost estimates.

Provide Operations Supervisor with projections and reporting on past, current, and future KPI’s and turnaround times.

Track and Monitor data entry services via Salesforce and Microsoft Excel.

Work with technical support teams in the escalation of application issues and enter defects as appropriate.

Requirements (Education & Experience)

Bachelor’s degree or equivalent work experience required

2+ years working in the Financial Services industry

Working knowledge of financial advisory services operations preferred

Familiarity with the eMoney platform is a plus

Skills (Software, Soft Skills, KSAs)

Ability to read and interpret financial documents (pay statements, tax forms, quarterly investment statements, financial reports, bank statements, 401k & retirement plan statements, insurance documents, etc.)

Excellent organizational and time management skills

Must possess excellent data entry skills

Working knowledge of Microsoft Office programs

Must be able to strictly adhere to confidential information policies and procedures

Strong verbal/written communication skills

Habilidades: Processamento de Dados, Word, Digitação de Cópia, Processamento de dados, Excel

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Acerca do Empregador:
( 0 comentários ) Singapore, Singapore

ID do Projeto: #31527002

13 freelancers estão ofertando em média $545 nesse trabalho

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I have good hand in excel, word, and typing also. I already completed various data entry projects earlier.

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