Data Intake & Document Handling Clerk
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Job Location:
Indianapolis, IN - USA
Monthly Salary:
$ 62000 - 62000
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
This is a remote position.
Key Responsibilities
Receive and process incoming digital documents or forms from clients or internal departments.
Verify accuracy and completeness of information before data entry.
Enter data into company databases spreadsheets or CRM systems according to standard procedures.
Organize rename and file digital documents in shared drives or cloud storage.
Identify missing or unclear information and follow up via email or ticketing systems.
Maintain confidentiality and comply with company data handling and privacy policies.
Perform basic quality control checks to ensure information is up to date and error-free.
Assist with generating reports or summaries from entered data (as needed).
Requirements
Education & Experience
High school diploma or equivalent (some college a plus).
02 years of clerical administrative or data entry experience preferred.
Experience with document management systems (e.g. Google Drive SharePoint Dropbox or similar).
Skills
Strong attention to detail and organizational skills.
Fast and accurate typing (35 WPM preferred).
Basic computer literacy Excel Word Google Sheets or similar.
Ability to manage repetitive tasks without loss of accuracy.
Good written communication skills.
Comfortable working independently and remotely.
Benefits
100% remote work from home anywhere within your time zone.
Flexible schedule full-time or part-time options available.
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.
Company Industry
IT Services and IT Consulting
Key Skills
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