Position Summary
We are looking for a Data Entry Clerk to join our team. This role offers flexibility to work remotely. In this role, you will assist our team by updating and maintaining information in our databases and provide administrative support as needed. As the ideal candidate, you will have exceptional attention to detail and be self-motivated to keep yourself focused on assigned tasks.
ResponsibilitiesPreparing documentation for filing and/or associated correspondence.Obtaining all proper supporting information and documentation to ensure proper, efficient administration of the file (including, but not limited to income and other tax filings, asset realizations).Creating all documents required for signatureAccurately transferring pertinent information from written and scanned records into Ascend (our internal software).Maintaining client confidence and protecting operations by keeping confidential information.Electronic filing of statutory documentsPreparing documents for DocuSignOther tasks may be assigned as necessaryQualificationsExperienced performing data entry with a proven high level of accuracyExtremely detailed orientedExceptional Organizational and prioritization skillsProficient technical skills and familiarity with Microsoft Office (Outlook, Excel, Word); able to learn computer software quicklyAble to work independently and efficientlyStrong written and verbal communication skills to convey information to othersBenefits, and PerksRemote work modelVacation and wellness daysExtended health and dental coverage, plus virtual doctor servicesEmployee Assistance Program and mental health resourcesCompany-matching retirement savings planFinancial support for professional developmentAnnual company eventsExclusive access to perks and discounts