An employer in center city Philadelphia is looking for a Data Entry/Operations Associate to join their team. This team is responsible for onboarding new Financial Advisors' clients from their previous book of business into Janney's proprietary database. They will help to onboard 7-10 client packets per day. The ideal client is detail-oriented, has prior experience in a corporate professional setting, and is proficient in Excel.
- Detail oriented
- Advanced excel
- Data processing experience
- Bachelor's Degree
Nice to have
- Degree in Finance/Accounting/Business
- Experience with a financial/accounting firm
Compensation:
$20/hr
Exact compensation may vary based on several factors, including skills, experience, and education.
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.