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 looking for a detail-oriented and organized Virtual Document Review Clerk to join our remote this role you will review organize and manage digital documents to ensure accuracy and consistency. This position is ideal for someone who enjoys clerical work values accuracy and prefers a calm task-focused environment.
Key Responsibilities
Review electronic documents for accuracy completeness and correct formatting
Identify and correct simple data or labeling errors
Organize files and maintain digital document folders in a structured system
Ensure confidential information is handled securely
Communicate with team members to clarify or verify document details
Update tracking spreadsheets or databases as needed
Follow company guidelines for document naming filing and version control
Requirements
High school diploma or equivalent (associates degree preferred)
Strong attention to detail and organizational skills
Comfortable working independently with minimal supervision
Proficient in basic computer programs (e.g. Microsoft Office Google Workspace or similar tools)
Reliable internet connection and a quiet workspace
Good written communication skills
Prior clerical administrative or data entry experience is a plus (but not required)
Benefits
100% remote work from home anywhere
Flexible schedule (within deadlines)
Paid training and ongoing support
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...
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 looking for a detail-oriented and organized Virtual Document Review Clerk to join our remote this role you will review organize and manage digital documents to ensure accuracy and consistency. This position is ideal for someone who enjoys clerical work values accuracy and prefers a calm task-focused environment.
Key Responsibilities
Review electronic documents for accuracy completeness and correct formatting
Identify and correct simple data or labeling errors
Organize files and maintain digital document folders in a structured system
Ensure confidential information is handled securely
Communicate with team members to clarify or verify document details
Update tracking spreadsheets or databases as needed
Follow company guidelines for document naming filing and version control
Requirements
High school diploma or equivalent (associates degree preferred)
Strong attention to detail and organizational skills
Comfortable working independently with minimal supervision
Proficient in basic computer programs (e.g. Microsoft Office Google Workspace or similar tools)
Reliable internet connection and a quiet workspace
Good written communication skills
Prior clerical administrative or data entry experience is a plus (but not required)
Benefits
100% remote work from home anywhere
Flexible schedule (within deadlines)
Paid training and ongoing support
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.
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