Data Entry Associate

Job Description

Title: Financial Processing/Data Entry Associate

● Builds knowledge to process transactions with the goal to demonstrate full proficiency in all brokerage and mutual fund functions designated under the respective training path. Maintains balance between quality and productivity to meet department standards.

● Stays current following procedural updates or technology enhancements. Adheres to standard work/workflows, and actively suggests enhancements to processes. Efficiently leverages online resources to independently meet challenges.

● Communicates verbally and in written format with clients to clarify incomplete or invalid paperwork. Works collaboratively to complete complex processing issues and exhibits a sense of urgency and accountability that requests are completed in a timely manner.

● Participates in conversations around individual and team targets during team meetings, and consistently updates personal goals in a timely fashion. Is comfortable being visible on camera in team settings.

Company Description

We’re Infinia Search.

We’re a relationship-driven search firm that proves that talent, ambition, curiosity, and an infinite work ethic creates exponential results for our clients and candidates.