This list contains only the countries for which job offers have been published in the selected language (e.g., in the French version, only job offers written in French are displayed, and in the English version, only those in English).
We are looking for a meticulous Data Entry Clerk to join a Financial Services team located in the Greater Philadelphia Region. This Long-term contract position focuses on processing client account information with precision, ensuring records are accurately captured across financial planning and internal systems. The ideal Data Entry Clerk candidate is comfortable reviewing financial documentation, working with multiple digital tools, and maintaining a high standard of quality in a deadline-driven environment.
Job Responsibility
Review advisor-submitted intake requests and supporting files received through Microsoft Forms and organized in SharePoint
Extract key details from client account statements and input fund names, identifiers, balances, and holdings into financial planning software
Cross-check entered information against source documents to confirm completeness and accuracy before finalizing records
Record the same account details in the internal system to keep both platforms aligned when updates are not connected automatically
Handle a steady weekly workload of requests while adjusting to varying levels of account complexity and documentation volume
Organize submitted materials and track progress carefully to ensure timely completion of each assignment
Identify discrepancies or missing information in statements and escalate issues when clarification is needed
Maintain consistent data quality standards while navigating multiple systems and financial records throughout the entry process
Requirements
Demonstrated experience performing high-volume data entry with strong accuracy and attention to detail
Ability to read, understand, and work from financial account statements and related documentation
Proficiency with computer-based data entry and strong typing skills for efficient record processing
Comfort using Microsoft tools such as Forms and SharePoint in a structured workflow
Ability to manage time effectively, prioritize tasks, and meet deadlines in a production-focused setting
Experience working across more than one system at a time while maintaining consistent and accurate information
Strong organizational skills and a dependable approach to handling sensitive financial data