What are the responsibilities and job description for the Financial Data Entry Specialist position at Insight Global?
Overview
We are seeking a highly motivated and organized Private Client Associate to join our team in the wealth management, capital markets, and investment banking division. This individual will be responsible for onboarding new Financial Advisors' clients into our proprietary database, answering phones, transferring funds, and providing administrative support to a team of Financial Advisors.
Key Responsibilities:
- Onboard new clients into our database
- Answer phones and respond to client inquiries
- Transfer funds and process transactions
- Provide administrative support to Financial Advisors
Requirements:
- 1 year of data entry/data processing experience
- Self-starter with ability to work independently
- Degree in Finance/Accounting or related field (nice to have)
Benefits:
We offer a competitive compensation package, including $20-25/hour pay rate, with exact compensation varying based on skills, experience, and education. Additionally, we provide benefit packages that include medical, dental, and vision insurance, HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.
Salary : $20 - $25
