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About talentflow
talentflow is a premier provider of talent solutions, partnering with top‑tier firms in the financial services sector to deliver exceptional workforce outcomes. With a legacy of innovation, talentflow blends cutting‑edge technology, data‑driven insights, and a deep understanding of the wealth management landscape to match skilled professionals with organizations that value precision, integrity, and speed. Our mission is to empower both our clients and candidates to thrive in a rapidly evolving market, fostering long‑term success through collaborative partnerships.
Why This Role Matters
In today’s fast‑paced financial environment, accurate and timely data entry is the backbone of every successful investment operation. As a Financial Data Entry Specialist you will be the guardian of data integrity, ensuring that every fund transfer, account movement, and transaction record is captured flawlessly. Your work directly supports investment advisors, portfolio managers, and compliance teams, enabling them to make informed decisions that drive client wealth and confidence.
Role Overview
This remote, full‑time position (CST timezone) offers a competitive hourly wage of $19 – $19.50 and a structured first‑shift schedule (8 AM – 5 PM). You will join a dynamic team that handles high‑volume financial data for a leading wealth management firm, operating under the talentflow umbrella. No formal degree is required, but you must bring at least two years of proven experience in financial data entry and a meticulous eye for detail.
Key Responsibilities
- Perform alphanumeric data entry from a variety of source documents—including canceled checks, sales reports, and billing statements—ensuring 100 % accuracy.
- Verify entered data against original documents or a secondary verification format to identify and resolve discrepancies.
- Compile, sort, and validate data before entry to uphold the highest quality standards.
- Identify, correct, or promptly escalate data entry errors to supervisors, maintaining a transparent audit trail.
- Maintain detailed logs of daily activities, including timestamps, task completion status, and any exceptions encountered.
- Manage high‑volume account transfers, including intra‑firm fund movements and firm‑to‑firm transfers, while adhering to strict compliance guidelines.
- Utilize spreadsheet and database software (Excel, proprietary platforms) to organize, track, and report on data entry metrics.
- Collaborate with internal teams—such as compliance, operations, and client services—to ensure seamless transaction processing.
- Continuously seek process‑improvement opportunities, suggesting automation or workflow enhancements where appropriate.
Essential Qualifications
- Minimum of 2 years experience in financial data entry or a related role within the banking or wealth management sector.
- Demonstrated ability to handle high‑volume data entry tasks with a focus on speed and precision.
- Proficiency with Microsoft Excel, including formulas, pivot tables, and data validation tools.
- Strong familiarity with 10‑key numeric entry and standard keyboard shortcuts.
- Basic understanding of banking operations, investment account structures, and regulatory compliance requirements.
- Excellent written and verbal communication skills, enabling clear documentation and effective collaboration.
- Self‑motivated, reliable, and capable of thriving in a remote work environment with minimal supervision.
Preferred Qualifications & Additional Assets
- Experience with specialized financial software platforms (e.g., Bloomberg, Thomson Reuters, or proprietary CRM systems).
- Knowledge of data‑governance best practices and audit‑ready documentation techniques.
- Certification in financial operations or data management (e.g., Certified Data Management Professional).
- Prior exposure to remote team structures and virtual collaboration tools such as Microsoft Teams, Slack, or Zoom.
Core Skills & Competencies
- Data Entry Accuracy: Ability to consistently achieve error rates below industry benchmarks.
- Analytical Thinking: Spotting inconsistencies and understanding the financial impact of data anomalies.
- Time Management: Prioritizing tasks to meet production targets while maintaining quality.
- Attention to Detail: Vigilance in verifying figures, dates, and account identifiers.
- Technology Savvy: Comfortable navigating multiple software applications and learning new tools quickly.
- Team Collaboration: Communicating effectively with supervisors, peers, and cross‑functional partners.
Compensation, Perks, & Benefits
talentflow offers a comprehensive rewards package designed to support both your professional and personal well‑being:
- Competitive hourly wage ranging from $19 to $19.50, reflective of experience and performance.
- Eligibility for performance‑based incentives and recognition programs that celebrate accuracy and efficiency.
- Access to a robust benefits suite—including health, dental, and vision coverage—based on eligibility criteria.
- Retirement savings plan with employer contributions (401(k) match) to help you build long‑term financial security.
- Paid time off (PTO) and flexible scheduling to promote work‑life balance.
- Opportunities for professional development, including tuition reimbursement, certification funding, and internal training workshops.
- Remote‑first work model with a stipend for home‑office setup, ensuring you have the tools needed for success.
Career Growth & Learning Opportunities
talentflow is committed to nurturing talent from within. As you master the core responsibilities of this role, you will have clear pathways to advance into higher‑impact positions such as:
- Senior Data Operations Analyst – overseeing larger data sets and mentoring junior staff.
- Operations Compliance Specialist – focusing on regulatory adherence and audit preparation.
- Process Automation Coordinator – leading initiatives to integrate robotic process automation (RPA) into data workflows.
- Client Services Analyst – bridging the gap between data operations and client‑facing teams.
Our learning platform provides on‑demand courses in Excel mastery, data governance, financial regulations, and soft‑skill development, ensuring you stay ahead of industry trends.
Work Environment & Culture at talentflow
At talentflow, we celebrate a culture of precision, integrity, and continuous improvement. Our remote teams are united by shared values:
- Collaboration: Regular virtual huddles, cross‑departmental projects, and open‑door communication channels foster a sense of community.
- Innovation: We encourage employees to propose new ideas, experiment with emerging technologies, and contribute to process enhancements.
- Inclusivity: talentflow is an equal‑opportunity employer. We welcome individuals of all backgrounds, abilities, and experiences, and we provide accommodations throughout the hiring process.
- Accountability: Clear performance metrics and transparent feedback loops empower you to take ownership of your work.
Our remote‑first policy means you can work from anywhere within the Central Standard Time zone, while still feeling connected to a supportive network of peers and mentors.
How to Apply
If you are a detail‑oriented professional with a passion for financial data integrity and are ready to contribute to a leading wealth management operation, we want to hear from you. To submit your application, click the link below and follow the simple steps. Should you require a reasonable accommodation during the application or interview process, please email our HR team at HRsupport@talentflow.com.
Apply Now – Join talentflow Today!
Closing Statement
At talentflow, your expertise in financial data entry will be recognized, rewarded, and built upon. Join us to become an integral part of a forward‑thinking organization that values accuracy, growth, and the success of its people. Apply today and take the next step toward a rewarding career in the financial services industry.
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