Data Entry Clerk

Our client is seeking a reliable and motivated Data Entry Clerk to join their team. The ideal candidate will have a strong work ethic, tech-savviness, and a fantastic personality with the ability to efficiently handle various data entry tasks. You will play a key role in ensuring that important data is accurately entered and maintained in a timely manner.

Benefits :

– Comprehensive group benefits package

– Group retirement matching program

– Learning opportunities in different areas of the business

– Opportunity for career growth and development.

– Travel incentives for achieving revenue goals, offering exciting opportunities to reward your hard work and success.

– Join a tight-knit, collaborative team where support and teamwork are at the heart of everything we do.

Location : In-office, Waterdown, ON

Salary : $35,000

Hours : 37.5 hours per week (Monday to Friday; 8 : 30am to 4 : 30pm)

Key Responsibilities :

– Reviewing client folders to gather the accurate files and forms.

– Accurately input and update progress data, ensuring that all entries are completed in line with company standards.

– Gathering and compiling important data (reports and confidential information) from their online database and vendors and securely saving it onto their servers using SharePoint.

– Interact with clients when looking for missing information

– Completing compliance documents.

– Organizing and inputting insurance related documents into their system and ensuring completion from beginning to end.

– Working with the investment team to spot opportunities or inaccuracies in client files.

Skills and Attributes :

– Proficient in technology, with the ability to quickly adapt to and learn new software and systems (Microsoft Suite Office 365 experience).

– Results-driven, with a strong sense of accountability, urgency, and a passion for success.

– Must be collaborative and a team player, fostering positive relationships with colleagues and contributing to a supportive work environment.

– Strong attention to detail and accuracy.

– Able to work in a fast paced and changing environment, including effectively prioritizing activities to meet required deadlines with a high degree of maturity and professionalism.

– Excellent verbal and written communication skills.

APPLY NOW! Please respond to this posting with a copy of your resume.

After submitting your resume, you will receive a reach out from our virtual recruiter. This reach out contains an important questionnaire that must be completed to highlight your skills for this position. We will contact qualified candidates for this role.

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