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 organized Data Entry and Document Clerk to join our remote team. The ideal candidate will accurately input update and maintain data in company systems while managing digital documents to ensure records are complete and accessible. This is an easy entry-level position suitable for individuals with strong attention to detail and basic computer skills.
Key Responsibilities:
Enter update and verify data in spreadsheets databases or online systems
Maintain and organize digital files and company documents
Review data for errors or missing information and make necessary corrections
Assist with uploading naming and categorizing documents
Ensure confidentiality and security of sensitive information
Generate simple reports or summaries as requested
Perform other administrative support tasks as assigned
Requirements
High school diploma or equivalent
Basic computer skills (Microsoft Office Google Workspace or similar)
Strong attention to detail and accuracy
Good written and verbal communication skills
Ability to work independently and meet deadlines
Reliable internet connection and access to a computer or laptop
Benefits
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 seeking a detail-oriented and organized Data Entry and Document Clerk to join our remote team. The ideal candidate will accurately input update and maintain data in company systems while managing digital documents to ensure records are complete and accessible. This is an easy entry-level position suitable for individuals with strong attention to detail and basic computer skills.
Key Responsibilities:
Enter update and verify data in spreadsheets databases or online systems
Maintain and organize digital files and company documents
Review data for errors or missing information and make necessary corrections
Assist with uploading naming and categorizing documents
Ensure confidentiality and security of sensitive information
Generate simple reports or summaries as requested
Perform other administrative support tasks as assigned
Requirements
High school diploma or equivalent
Basic computer skills (Microsoft Office Google Workspace or similar)
Strong attention to detail and accuracy
Good written and verbal communication skills
Ability to work independently and meet deadlines
Reliable internet connection and access to a computer or laptop
Benefits
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.
View more
View less