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Data Entry Analyst (C)
Prequel Solns. Pittsburgh, PA
$46k-66k (estimate)
Contractor 4 Months Ago
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Prequel Solns. is Hiring a Data Entry Analyst (C) Near Pittsburgh, PA

Prequel is seeking candidates for a Sr. Client Data Coordinator role with a flagship company in Pittsburgh. This is a contract role with an estimated duration of 6 months and the potential to extend and or potentially convert to a full time salaried position with the company.
Responsibilities include:
  • Perform Trade & Asset Matching for All Incoming Client and Transfer Agent Files
  • Maintain Client Account-Level Firm, Office & Rep Data 
  • Establish & Maintain Existing Client Firm & Office Data
  • Perform Research to Acquire Information from Various Data Sources Including Client Contacts, Client-Provided Artifacts and third-Party Data Sources (Discovery, FINRA, IAPD, Client Web Sites)
  • Review and Approve SalesForce Change Requests
  • Review and Disposition Marketo Data Exceptions
Target Background for candidates includes: 
  • High level PC proficiency, strong analytical skills, strong problem-solving skills, attention to details, capable of handling multiple tasks simultaneously.
  • Preferred financial services industry experience / market trading. 

Job Summary

JOB TYPE

Contractor

SALARY

$46k-66k (estimate)

POST DATE

12/30/2023

EXPIRATION DATE

04/24/2024

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Prequel Solns.
Full Time
$40k-49k (estimate)
4 Months Ago
Prequel Solns.
Remote | Full Time
$46k-63k (estimate)
4 Months Ago
Prequel Solns.
Full Time
$40k-50k (estimate)
5 Months Ago

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