Data Entry Agent ( Accounting )

Remote
Full Time
Entry Level

Job Summary:

We are seeking a highly detail-oriented and organized individual to join our team as a Data Enrichment Associate. This position will be responsible for accurately entering and maintaining financial data into our electronic database.

As a Data Entry Agent, you will be joining our Data Enrichment team to support the execution of financial data processing for our clients. You’ll be held to a high quality of work standard and will be a contributor to the quality control process.


Key Responsibilities:

  • Retrieving financial statements from various websites and online sources.
  • Uploading financial statements to the client's database and tagging them appropriately.
  • Verifying information provided to our client by third-party entities using online databases to cross-check information.
  • Reviewing and understanding finance documents related to investment accounts.
  • Entering information found on online databases into our databases.
  • Conducting internal, or online, research into verifications..
  • Attending team check-ins and training as needed.
  • Updating financial records in our database.
  • Tracking and following up on data entry requests, ensuring accuracy and completeness.
  • Learning and retaining details on specific financial documentation requirements including prerequisites, forms required, form completion requirements, supporting documentation, and regulations.
  • Assisting with a variety of special projects as assigned.
  • Performing other duties as assigned.
 

Why we think this job is great:

  • It’s a 100% remote position where you’ll work from home
  • You’ll have the resources you need to learn, lead, and deliver results

Qualifications:

  • An experience working in a BPO company under a financial account is a BIG plus. 
  • Experience working with accounting tools or databases is a plus.
  • Excellent command of the English language
  • Great written and verbal communication skills
  • Attention to detail and accuracy
  • Able to support a Work from Home setup
  • Own PC/laptop (Minimum of i3 processor, 4 gig RAM)
  • Internet speed no lower than 15 Mbps download, 10 Mbps upload

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