Job Description
Job DescriptionWe are looking for a meticulous Data Entry/Admin Assistant to join our team in Palm Beach Gardens, Florida. In this Contract to permanent role, you will play a vital part in supporting administrative tasks and ensuring accurate data management for a special project. This position offers an excellent opportunity for candidates with strong organizational skills and a desire to build experience in the financial services sector.
Responsibilities:
• Enter and manage data using Microsoft Excel with precision and attention to detail.
• Monitor financial transactions to ensure proper allocation of funds.
• Generate and review daily and weekly reports to verify accuracy.
• Provide administrative support for a designated project, collaborating closely with team members.
• Answer inbound calls and assist with inquiries as needed.
• Utilize CRM tools to organize and maintain customer information.
• Handle cash activity and account transactions efficiently.
• Assist in the buying processes and ensure compliance with established procedures.
• Maintain a well-organized and efficient office environment.• Previous experience in an administrative or office support role is required.
• Proficiency in Microsoft Excel and data processing tools.
• Familiarity with CRM systems and account transaction processes.
• Strong organizational and multitasking abilities.
• Ability to manage cash activity and ensure accuracy in financial transactions.
• Excellent communication skills for handling inbound calls and collaborating with colleagues.
• A keen eye for detail and ability to verify reports effectively.
• Interest in gaining experience in the financial services industry.