Finance Data Entry Clerk

SARL ARTILEC; Plano (TX); Remote; USD 10,000 - 60,000; Full time

Job summary

Join a dynamic and rapidly growing law firm that values relationships and teamwork. In this role, you will coordinate clients' financial assets with their estate plans, ensuring a smooth transition for families. We are looking for self-motivated individuals with strong organizational skills and the ability to adapt in a fast-paced environment. Enjoy the flexibility of remote work while being part of a supportive team that treats each member like family. If you're eager to learn and make a difference, this is the perfect opportunity for you.

Benefits

401(k)

401(k) matching

Dental insurance

Employee assistance program

Employee discount

Flexible spending account

Health insurance

Life insurance

Paid time off

Referral program

Vision insurance

Qualifications

• Ability to communicate with an older population.
• Strong attention to detail and organizational skills.

Responsibilities

• Enter clients' financial assets into the database for comprehensive reports.
• Communicate with clients' financial professionals regarding asset retitling.
• Follow up to ensure documentation is processed correctly.

Skills

Organizational Skills

Communication Skills

Attention to Detail

Adaptability

Education

High School Diploma

Job description

DISCLAIMER: DO NOT APPLY IF YOU DON'T RESIDE IN THE UNITED STATES

DO NOT APPLY IF YOU ARE NOT LEGALLY AUTHORIZED TO WORK IN THE UNITED STATES OF AMERICA

We are a dynamic and rapidly growing law firm that is experiencing explosive growth. We are a highly responsible, relationally focused team that strives to prepare customized estate plans.

We believe in having fun, building relationships built on trust and mutual respect, and treating our team members like family. We are seeking an individual who can work with clients and their financial professionals in coordinating their finances with their estate plans. We need someone who is willing to learn new concepts and can work well with others.

We are seeking new, self-motivated team members with personality, strong organizational skills, and the ability to multi-task, learn and adapt in a fast-paced environment.

*Willingness to work remotely is preferred*

Compensation

$30.00-$45.00

Responsibilities

• Enter the client's financial assets into our database in order to provide clients with a comprehensive financial report so that their families don't experience morbid scavenger hunts at their deaths.
• Communicate via phone and email with clients' financial professionals to provide instructions on how to retitle the ownership and beneficiary designations of their assets to ensure that the assets are received by the correct beneficiary.
• Follow up with the clients to ensure that the law firm receives documentation confirming the requested changes have been properly processed to ensure that financial institutions send the funds to the proper beneficiary.
  
  

Qualifications:

• High School Diploma required.
• Must possess patience and the ability to communicate with an older population.
• Must possess a high level of attention to detail.
• Must be willing to learn new concepts.
• Previous experience dealing with financial assets required is highly valued, but not required.
• Must be able to work independently and organize oneself.
  
  

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Referral program
• Vision insurance