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Job Overview:
We are seeking a Data Entry Specialist to join our team. As a Data Entry Specialist, you will be responsible for assisting financial advisors who are leaving one firm and joining another. This is a very behind the scenes type of position that requires attention to detail, accurate data entry, fast turn around times, and paperwork preparation.
Duties:
- Follow and execute individualized transition plans
- Work with financial advisors to gather client data
- Prepare all paperwork needed to transition the financial advisor's client base to a new firm
- Learn the firm's programs and systems
- Be familiar with the firm's paperwork and forms
- Maintain accurate notes, documentation and records related to transition services
Skills:
- Accurate Data Entry
- Knowledge of Excel
- Typing Skills (keyboard shortcut skills are a plus)
- Strong administrative skills, including documentation and record keeping
We offer competitive compensation packages, including benefits such as paid time off, retirement benefits and a flexible work schedule.
The work schedule is 10 am - 6 pm, Monday through Friday.
This is a great position for someone who does not like to be public facing or be on the phone a lot, but prefers to work behind the scenes.
Job Type: Full-time
Pay: $10.00 - $15.00 per hour
Expected hours: 40 per week
Benefits:
Schedule:
Experience:
Ability to Commute:
Ability to Relocate:
Work Location: In person
Full Time
Securities
$39k-50k (estimate)
05/10/2024
05/17/2024
torosofinancial.com
Corpus Christi, TX
<25
Securities
The job skills required for Data Entry Specialist include Data Entry, Attention to Detail, Microsoft Excel, etc. Having related job skills and expertise will give you an advantage when applying to be a Data Entry Specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Data Entry Specialist. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Data Entry Specialist positions, which can be used as a reference in future career path planning. As a Data Entry Specialist, it can be promoted into senior positions as a Data Control Supervisor that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Data Entry Specialist. You can explore the career advancement for a Data Entry Specialist below and select your interested title to get hiring information.
If you are interested in becoming a Data Entry Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Data Entry Specialist for your reference.
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Quotes from people on Data Entry Specialist job description and responsibilities
Data entry specialists should be able to quickly and accurately transcribe large amounts of data.
01/25/2022: Bergenfield, NJ
Data entry specialists are responsible for digitizing data for storage purposes.
02/02/2022: Spartanburg, SC
The most basic type of data entry work entails simply entering routine data, such as financial records or name-and-address combinations.
03/10/2022: Portsmouth, OH
A Data Entry specialist may also be required to export data from one application to another or to merge data from multiple applications.
02/16/2022: Utica, NY
Data Entry Specialists operate data entry device, such as keyboard or photo composing perforator.
03/10/2022: Santa Barbara, CA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Data Entry Specialist jobs
Depending on the level of experience, there are different levels of data entry specialists.
03/03/2022: Allentown, PA
There are some critical skills that any level of data entry specialists needs to have.
01/01/2022: Trenton, NJ
Work as a data entry specialist requires very good typing speed and accuracy.
01/01/2022: Greensboro, NC
There are several job requirements that a candidate must be proficient at before entering a data entry position.
01/09/2022: Rochester, MN
Data entry requires time and dedication.
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Step 3: View the best colleges and universities for Data Entry Specialist.