We are looking for a detail oriented and organized individual who is passionate about accurate data. Our financial advisory practice offers a flexible schedule and the ability to work from home after the initial training. The ideal candidate will excel in documentation, data entry (especially within Microsoft Excel), and task management.

Key Responsibilities: • Data Entry: Accurately input client data into Excel-based tools and other relevant systems used by the practice. Ensure that all data is entered promptly and correctly. • Data Verification: Review and verify the accuracy of data entered, cross-checking with source documents to maintain data integrity. • Data Maintenance: Update and manage existing client data to ensure that all information is current and complete.

Qualifications: • Organizational Skills: Demonstrated ability to manage multiple tasks with precision and efficiency. • Attention to Detail: Strong focus on maintaining data integrity and accuracy in all tasks. • Task Management Expertise: Proven experience in tracking and managing tasks to ensure timely completion. • Educational Background: A college degree, associate's degree, or GED is preferred.

Benefits: • Flexible Work Schedule: The position offers flexibility to accommodate personal needs. • Remote Work Opportunity: After initial training, the role allows for remote work from a home office. • Competitive Compensation: The hourly wage ranges from $17 to $23, based on experience.

Interested candidates who meet the qualifications and are seeking a remote position within a dynamic financial advisory practice are encouraged to apply.

Job Type: Part-time

Pay: $17.00 - $22.00 per hour

Expected hours: 20 – 30 per week

Experience: • Microsoft Excel: 1 year (Required)

Work Location: Remote Apply Job!