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Our client, a leading wealth management firm is seeking a Data Entry Admin on a 6+ month contract in Dallas, TX. This is a high-visibility role focused on end-to-end processing of client asset transfers with strong data entry skills, requiring an exceptional eye for detail, speed, and professionalism.
Job Responsibility:
Review transfer documentation to ensure all files are complete and accurate prior to submission
Initiate and monitor electronic and manual transfer requests
Proactively contact firms to resolve issues or respond to blocks/delays that could impact client requests
Prepare and distribute daily transfer reports for management tracking
Identify opportunities for technology or process improvements to enhance speed, accuracy, and client satisfaction
Collaborate cross-functionally and externally to build professional relationships and ensure a seamless client experience
Requirements:
1+ years of experience with document management/data entry in the financial services industry
Proven track record of working independently with minimal supervision
Exceptional accuracy, speed, and attention to detail—must display a commitment to error-free work
Highly professional verbal and written communication skills
must be able to correspond with internal and external partners via email and phone in a polished, service-oriented manner
Analytical mindset with demonstrated problem-solving abilities and organizational skills
What we offer:
medical, vision, dental, and life and disability insurance