Data Entry Processor
Aston Carter- Full Time
- Posted : 3 years ago
TELECOMMUTE LOCATION: REMOTE, US
This position will assist with processing duties for independent financial advisors. This role will be processing and inputting all new client information and documentation into their Customer Relationship System. Opportunities to work from home are available!
- Work to process paperwork in departmental queues timely and accurately including but not limited to new accounts, account transfers, account closures, address changes, IRA distributions, wire requests, incoming checks, stock certificates, insufficient funds notices, and creating/updating system IDs.
- Ensure proper application of and compliance with internal and regulatory standards, guidelines, and procedures.
- Understanding policies and procedures to execute them in daily work.
- They will also assist with document review and data entry for updates on client paperwork.
- This position will very rarely be on the phone – will only make phone calls for internal needs.
- Must be comfortable navigating multiple screens, using dual monitors, and be computer savvy
Skills:
- 1-year experience in data entry, computer skills, administrative support, finance, banking, financial administration
About Aston Carter:
At Aston Carter, we’re dedicated to expanding career opportunities for the skilled professionals who power our business. Our success is driven by the talented, motivated people who join our team across a range of positions – from recruiting, sales and delivery to corporate roles. As part of our team, employees have the opportunity for long-term career success, where hard work is rewarded and the potential for growth is limitless.
Established in 1997, Aston Carter is a leading staffing and consulting firm, providing high-caliber talent and premium services to more than 7,000 companies across North America. Spanning four continents and more than 200 offices, we extend our clients’ capabilities by seeking solvers and delivering solutions to address today’s workforce challenges. For organizations looking for innovative solutions shaped by critical-thinking professionals, visit AstonCarter.com. Aston Carter is a company within Allegis Group, a global leader in talent solutions.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please call 888-237-6835 or email [email protected] for other accommodation options. However, if you have questions about this position, please contact the Recruiter located at the bottom of the job posting. The Recruiter is the sole point of contact for questions about this position.
Skills
- Administrative Works
- communication skills
- Data Entry
- finance
- Typing Skills
- Computer Basics
