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1 result for Ladata Entry in Mount Laurel, NJ

Data Entry Clerk

Philadelphia, PA
remote
Temporary / Contract
19 - 20 USD / Hourly
We are looking for a meticulous Data Entry Clerk to join a Financial Services team located in the Greater Philadelphia Region. This Long-term contract position focuses on processing client account information with precision, ensuring records are accurately captured across financial planning and internal systems. The ideal Data Entry Clerk candidate is comfortable reviewing financial documentation, working with multiple digital tools, and maintaining a high standard of quality in a deadline-driven environment. What you get to do every single day:• Review advisor-submitted intake requests and supporting files received through Microsoft Forms and organized in SharePoint.• Extract key details from client account statements and input fund names, identifiers, balances, and holdings into financial planning software.• Cross-check entered information against source documents to confirm completeness and accuracy before finalizing records.• Record the same account details in the internal system to keep both platforms aligned when updates are not connected automatically.• Handle a steady weekly workload of requests while adjusting to varying levels of account complexity and documentation volume.• Organize submitted materials and track progress carefully to ensure timely completion of each assignment.• Identify discrepancies or missing information in statements and escalate issues when clarification is needed.• Maintain consistent data quality standards while navigating multiple systems and financial records throughout the entry process.
2026-06-09T00:00:00Z