Data Entry Clerk

Redwood Atlantic Partners; Boston (MA); On-site; USD 140,000 - 196,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Professional development opportunities

Wellness programs

Job summary

Redwood Atlantic Partners in Boston, MA seeks a Data Entry Clerk to support our wealth management and investment solutions. This full-time role focuses on accurate data entry, verification, and maintaining clean financial records across multiple systems.

You will enter and verify financial data, generate client statements and reports, and collaborate with the team to improve data workflows while ensuring compliance with regulations and internal policies.

Qualifications

• High school diploma or equivalent.
• At least 1 year of data entry or related experience.
• Proficiency in Microsoft Office Suite; financial software experience is a plus.

Responsibilities

• Maintain and update client databases with accuracy and efficiency.
• Process and verify financial transactions, ensuring data is entered correctly and timely.
• Generate reports and documents, such as client statements and investment performance summaries.
• Collaborate with team members to improve data entry processes and workflows.
• Ensure compliance with financial regulations and internal policies.

Skills

Data entry

Attention to detail

Microsoft Excel

Time management

Education

High school diploma or equivalent

Tools

Microsoft Office Suite

Financial software

Job description

Redwood Atlantic Partners, a financial technology firm in Boston, MA, seeks a Data Entry Clerk for its FULL_TIME position. The role offers a competitive salary range of $140,000 - $195,628 and is open until November 23, 2026.

As a Data Entry Clerk, you will be responsible for entering and verifying financial data, maintaining accurate records, and ensuring data integrity. You will work with various financial documents and systems, and your work will support the firm's wealth management and investment solutions.

You will join a team of innovators and problem-solvers in a vibrant, collaborative environment. The workplace is located in Boston, MA, and you will be part of a dynamic team dedicated to transforming financial management.

The salary range for this role spans from $140,000 to $195,628 annually, reflecting the competitive nature of the position and the responsibilities it entails. Benefits include a comprehensive package that may vary based on the candidate's location, with options such as health insurance, retirement plans, and possibly additional perks like professional development opportunities or wellness programs. The exact benefits package will be tailored to the individual's needs and the specific requirements of the role.

To excel in this role, you should have a high school diploma or equivalent, and at least one year of experience in data entry or a related field. Proficiency in Microsoft Office Suite is required, and experience with financial software is a plus.

• Maintain and update client databases with accuracy and efficiency.
• Process and verify financial transactions, ensuring all data is entered correctly and in a timely manner.
• Generate reports and documents, such as client statements and investment performance summaries.
• Collaborate with team members to improve data entry processes and workflows.
• Ensure compliance with financial regulations and internal policies.
• High school diploma or equivalent.
• 1-2 years of experience in data entry or a related field.
• Proficient in Microsoft Office Suite, particularly Excel.
• Strong attention to detail and accuracy.
• Ability to work independently and meet deadlines.