Document Controller | Data Entry Clerk 1300 ID-2308

We are seeking a Document Controller | Data Entry Clerk to join our team based in San Mateo, California. The remoite role is positioned within the financial services industry and involves remote working. This employment opportunity offers a long term contract.

Responsibilities:

 

• Review and interpret 401k statements to extract relevant data

• Enter and maintain data in a new database with high precision

• Leverage Google docs for data entry and record management

• Communicate effectively with the team via Slack or similar chat platforms

• Handle 7-10 documents on a daily basis ensuring a 24-hour turnaround on processing forms

• Provide assistance with reporting needs as required

• Navigate complex documents comfortably and efficiently

• Work flexibly with the ability to connect on East Coast time

• Utilize a proprietary in-house database and PDFs for data handling and management

• Minimum of 1 year experience in a similar role within the Financial Services industry

• Proven proficiency in 401k - RRSP Administration

• Demonstrated skills in data entry with a high level of accuracy

• Strong experience in document control, including organizing, storing, and managing documents

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• Excellent attention to detail and ability to multitask effectively

• Proficiency in using Microsoft Office Suite, particularly Excel

• Strong written and verbal communication skills

• Ability to work independently with minimal supervision
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