Data Entry Clerk

• Accurately input and update client account information in relevant systems
• Support trade processes by ensuring data integrity and timely updates
• Generate various reports and maintain accurate records in compliance with policies and procedures
• Collaborate with Front Office and Middle Office teams to address client inquiries and resolve issues
• Monitor workflow activities to ensure adherence to risk controls and regulatory requirements
• Identify opportunities to improve reporting templates and streamline workflow processes
• Review and adhere to updated policies, ensuring compliance with all applicable rules and regulations
• Assist with special projects and tasks as assigned by management
• Escalate unresolved issues to appropriate team members for prompt resolution

• Proven experience in data entry or similar administrative roles
• Strong attention to detail and ability to maintain high levels of accuracy
• Proficiency in numeric and alphanumeric data entry
• Familiarity with computer systems and data entry software
• Effective communication skills to coordinate with internal teams
• Ability to work independently and manage time effectively
• Understanding of compliance standards within the financial services industry
• Typing proficiency and ability to meet deadlines

Wealth Management Operations experience

• medical
• vision
• dental
• life and disability insurance
• 401(k) plan