Data Entry Analyst

Role & responsibilities

• Assist with operations by contributing new ideas toward expanding the teams scope and effectiveness.
• Assist with backend and administrative functions of the Professional Services team.
• Transcribe key data from brokerage statements into the ComplySci platform.
• Utilize translation and automation tools to convert statements containing foreign language into English.
• Coordinate with other Data Entry Analysts to determine priority clients to service week-over-week.
• Create detailed notes of any data entry issues that come about.
  
• Conduct routine quality control audits of ongoing manual data entry operations.
• Perform ad-hoc administrative tasks as needed.

Preferred candidate profile

• Bachelor’s Degree with 1- 5 years of work experience.
• Strong Microsoft Excel experience (Vlookups, Hlookups, pivot tables, VBA)
• Major in Accounting, Finance or Economics is a plus!
• Excellent communication skills, both written and verbal.

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• Ability to accurately analyze and interpret data.
• Exceptional organizational and time management skills.
• Superior troubleshooting, resolution, and analysis skills.
• Previous operational experience in Power BI.
• Ability to perform complex tasks and prioritize multiple projects.
• Basic to advanced knowledge of securities and training markets a plus!
• Previous experience in a high-volume call environment and/or Data Services role is a plus!
• Experience with Salesforce.com (or other CRM systems), SaaS technology, MS Office, software support is a plus!