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Form of workJob Description:
Seeking an Account Services Data Entry Clerk to join our dynamic team at our Edgewood location, for an onsite contract opportunity. In this role, you will support the team who handles Shareholder accounts. You will you carry out Data Entry on various accounts, and handle the processing of both physical and digital documents. You will use basic Excel skills and must be comfortable using a computer.
Responsibilities:
Seeking an Account Services Data Entry Clerk to join our dynamic team at our Edgewood location, for an onsite contract opportunity. In this role, you will support the team who handles Shareholder accounts. You will you carry out Data Entry on various accounts, and handle the processing of both physical and digital documents. You will use basic Excel skills and must be comfortable using a computer.
Responsibilities:
- Complete daily processing of incoming requests received directly from the shareholder through multiple mediums including the call center, relationship manager requests received through the issuer, or direct shareholder correspondence that is received through the incoming mail
- Separate, sort, and scan mail
- Handle physical paper documents as well as digital
- Determine if escalation is needed on items to be processed
- Complete Data Entry for account maintenance including sensitive financial information
- Complete client facing activities including writing return letters and other correspondence items directly to the shareholder
- Process incoming projects from various business partners when required
- Minimum of 1 year experience with Data Entry in office setting
- Basic computer skills including Excel
- Ability to work fully onsite, in person, Monday – Friday, 7:00 AM – 4:00 PM EST with occasional overtime
- High attention to detail
