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Remote Data Entry Clerk

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July 21

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Logo of Retirement Solutions Advisors, LLC

Retirement Solutions Advisors, LLC

Financial Services • Compliance • B2B

Retirement Solutions Advisors, LLC is a financial services firm dedicated to helping entrepreneurial businesses capture and grow their wealth through tailored retirement planning solutions. They offer a comprehensive range of services including plan design, setup, and administration, all while ensuring compliance with IRS and DOL regulations. Their goal is to uncover economic opportunities within retirement plans, allowing business owners and key employees to retain more wealth and prepare effectively for retirement.

2 - 10 employees

Founded 2006

đź“‹ Compliance

🤝 B2B

đź“‹ Description

• Gathering invoices, statements, reports, personal details, documents and information from employees, other departments and clients. • Scanning through information to identify pertinent information. • Correcting errors and organizing the information in a manner that will optimize swift and accurate capturing. • Creating accurate spreadsheets. • Entering and updating information into relevant databases. • Ensuring data is backed up. • Informing relevant parties regarding errors encountered. • Storing hard copies of data in an organized manner to optimize retrieval. • Handling additional duties from time to time.

🎯 Requirements

• High school diploma. • 1+ years experience in a relevant field. • Good command of English. • Excellent knowledge of MS Office Word and Excel. • Strong interpersonal and communication skills. • Ability to concentrate for lengthy periods and perform accurately with adequate speed. • Proficient touch typing skills.

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