Document Entry Clerk

FNEX

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profile Job Location:

Indianapolis, IN - USA

profile Monthly Salary: $ 61682 - 61682
Posted on: 30+ days ago
Vacancies: 1 Vacancy

Job Summary

This is a remote position.

FNEX is a global leader in private securities transactions and investment banking specializing in private stock liquidity solutions for institutional investors. The firm provides institutional access and tailored liquidity solutions across a global network of leading private companies. With deep market expertise and a focus on innovation FNEX facilitates efficient secure and strategic transactions in the private capital markets.

We are seeking a detail-oriented and self-motivated Document Entry Clerk to join our this role you will be responsible for inputting updating and maintaining accurate records and documents in our digital systems. This is a remote position offering flexible hours and a supportive team-oriented environment.

Key Responsibilities:

  • Enter data from physical or digital documents into internal systems accurately

  • Organize and categorize files for easy retrieval

  • Review and correct errors in entered data

  • Maintain confidentiality of sensitive information

  • Communicate with team members to clarify document details when needed

  • Perform light administrative tasks related to documentation and filing



Requirements


  • High school diploma or equivalent

  • Basic computer skills (typing file management email)

  • Familiarity with Microsoft Office or Google Workspace (Docs Sheets etc.)

  • Excellent attention to detail and accuracy

  • Good organizational and time management skills

  • Ability to work independently and meet deadlines



Benefits


  • 100% remote work

  • Flexible schedule

  • Paid training




Required Skills:

Bachelors degree in Finance Business Economics or a related field; MBA or CFA a plus. 5 years of experience in account management institutional sales or client success in the financial services industry. Deep understanding of private capital markets investment banking or alternative assets. Strong interpersonal and communication skills with a client-first mindset. Ability to manage multiple high-value accounts with attention to detail and strategy. Proven experience meeting or exceeding revenue and retention goals. Comfortable with CRM systems (Salesforce preferred) and data analysis tools.

This is a remote position. FNEX is a global leader in private securities transactions and investment banking specializing in private stock liquidity solutions for institutional investors. The firm provides institutional access and tailored liquidity solutions across a global network of leading p...
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Company Industry

IT Services and IT Consulting

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