Data Entry
Data Entry
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Job Description
Job Title:Operations & Data Entry Specialist
Location:Avon Ohio
About Our Client:
Our Client is a wellestablished wealth management firm in Avon Ohio dedicated to helping clients achieve their financial goals. They are seeking a highly organized and detailorientedOperations & Data Entry Specialistto join the team. This is a critical behindthescenes role that ensures client accounts are set up accurately and efficiently.
What Youll Do:
Prepare and process new account paperwork
Update and maintain beneficiary information
Set up ACH transactions and electronic transfers
Ensure all documentation is accurate and complete
Follow up on missing information and outstanding items
Support the operations team with administrative tasks as needed
What Theyre Looking For:
Strong attention to detail and accuracy
Excellent data entry skills
Reliable followthrough on tasks and deadlines
Prior experience in a relevant field (such as accounting payroll processing or other administrative roles)
Comfortable working in a behindthescenes role with minimal client interaction
No college degree required but a high school diploma or equivalent is expected
What They Offer:
A collaborative and supportive team environment
Competitive pay and benefits
Opportunities to learn and grow in the financial services industry
Employment Type
Full Time
