Financial Data Entry Clerk - Growth & Impact in Boston

Redwood Atlantic Partners; Boston (MA); Sur place; USD 140 000 - 196 000; Plein temps

Avantages offerts par ce poste

Health insurance

Retirement plans

Professional development opportunities

Wellness programs

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Data entry

Attention to detail

Microsoft Excel

Time management

Formation

High school diploma or equivalent

Outils

Microsoft Office Suite

Financial software

Description du poste

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.