About the Role
The Remote Data Entry Clerk at Capital Crest Private Wealth plays a crucial role in ensuring the accuracy and efficiency of our client and financial data systems. You’ll help maintain the firm’s operational integrity by entering, updating, and verifying information used by our advisory teams and finance departments. Attention to detail, reliability, and discretion are key in this role.
Responsibilities
- Enter, verify, and update financial and client data into secure databases.
- Assist in maintaining digital records and reporting spreadsheets.
- Review data for accuracy, completeness, and consistency.
- Communicate with supervisors to resolve discrepancies or missing information.
- Protect confidential information following company data privacy standards.
Qualifications
- High school diploma or equivalent required; associate’s or bachelor’s degree preferred (not required).
- At least 1–2 years of data entry or administrative experience preferred.
- Strong attention to detail and ability to maintain accuracy under deadlines.
- Proficiency in Excel, Google Sheets, and CRM systems.
- Excellent written communication and confidentiality awareness.