Data Entry Intern

We are looking for a detail-oriented *Data Entry Intern* to support our data management and reporting processes. This role is ideal for someone who enjoys working with data, organizing information, and helping ensure data accuracy in business systems.

Key Responsibilities

Enter, update, and verify client information in CRM and data tracking systems (e.g., Redtail, Excel, or Power BI).

Assist with regular data exports, imports, and quality checks.

Organize and store data files following internal folder and naming conventions.

Support the creation and maintenance of reporting dashboards.

Identify and flag data inconsistencies or missing information for correction.

Help document data procedures and workflow steps for team reference.

Qualifications

Currently pursuing a degree in Business, Finance, Data Analytics, Information Systems, or related field.

Strong attention to detail and accuracy in data entry tasks.

Proficient with Microsoft Excel; experience with CRM systems is a plus.

Comfortable working with structured data and repetitive tasks.

Strong organizational and time-management skills.

Ability to maintain confidentiality and handle sensitive information responsibly.

Learning Opportunities

Exposure to real-world CRM and data management processes in a financial services environment.

Experience supporting data workflows that impact client service and business analytics.

Mentorship from the Data & Systems team in developing data literacy and reporting skills.

Opportunity to contribute to meaningful data quality and automation initiatives.

We are looking to fill the role by mid November. The role is part time for 10 to 15 hours a week, in office.