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Why Join Us?
We’re a fast-growing company recognized on the Inc 5000 list for the last four years. This position offers an exciting opportunity for growth with a six-month contract and potential for extension or permanent hire.
Role Overview
As a Data Entry Associate, you’ll play a key role in processing transactions and ensuring accuracy in brokerage and mutual fund functions. You’ll balance quality and productivity to meet department standards while staying current with procedural updates and technology enhancements.
Training Details
Start Date: June 10, 2024
Schedule: Training will be hybrid (Remote on Mondays/Fridays, On-site in Malvern, PA on Tuesdays/Wednesdays/Thursdays) from 8:30 AM to 5:00 PM Eastern Time for about two months.
Post-Training Schedule: 9:30 AM to 6:00 PM Eastern Time, with the majority of work done remotely based on performance.
Key Responsibilities
Develop expertise in processing transactions and ensure proficiency in brokerage and mutual fund functions.
Stay updated with procedural changes and technology advancements. Follow standard workflows and suggest process improvements.
Communicate effectively with clients to resolve incomplete or invalid paperwork. Collaborate to address complex issues promptly.
Engage in team meetings, update personal goals regularly, and be comfortable with camera visibility in team settings.
Provide necessary reports, quality assurance responses, and internal audit documentation as requested.
Qualifications
Business-related education or experience preferred, with a background in Financial Services a plus.
Strong client focus with the ability to build relationships with both internal and external clients.
Comfortable working in high-volume, time-sensitive situations.
Excellent problem-solving and time management skills.
Proficient in Microsoft Office and other laptop-based applications.
Employment Type: Contractor
