Financial Data Entry

Required Skills & Experience- 1 year data entrydata processing experience - Self-starterNice to Have Skills & Experience- Degree in FinanceAccounting - Data entry experience at a financeaccounting firm or bankJob DescriptionOne of our wealth management, capital markets, and investment banking clients is looking for Private Client Associate to join their team in Yardley, PA for a 3 month contract. This individuals will be responsible for onboarding new Financial Advisors' clients from their previous book of business into the company's proprietary database, answering phones, transferring funds and overall providing administrative support to a team of Financial Advisors. The ideal candidate is a self-starter, self-sufficient and has prior experience in a corporate financialaccounting pensation:$20-25hrExact compensation may vary based on several factors, including skills, experience, and education.Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as 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 andor other paid time off as provided by applicable law.

Created: 2025-02-23