Data Entry- Financial Services

TEKsystems
$20.00 / hr
life insurance, sick time, 401(k), retirement plan
United States, California, Walnut Creek
Mar 22, 2025
Job Title: Data Entry Specialist (Seasonal) Location: On-site in Concord California Pay: $20-27 an hour Hours: M-F 8:00a-5:00p Job Summary: TEKsystems is seeking a detail-oriented and highly organized Data Entry Specialist to join our Transition Services Team for the season. In this role, you will play a critical part in ensuring accurate and efficient data processing during advisor transitions. This is an excellent opportunity to contribute to a dynamic team that supports financial advisors and their clients during pivotal moments. Key Responsibilities: * Accurately input, update, and manage data related to client transitions in the company's systems and databases. * Verify data accuracy by cross-referencing source documents and addressing discrepancies. * Maintain confidentiality and compliance with company policies regarding sensitive client information. * Assist in generating reports and summaries to support the Transition Services Team and stakeholders. * Collaborate with team members to identify process improvements and ensure timely completion of data-related tasks. * Provide support for special projects and initiatives related to client onboarding and transitions. Qualifications: * Proven experience in data entry or a related administrative role; financial services experience is a plus. * High attention to detail and strong organizational skills. * Proficiency in Microsoft Office Suite, especially Excel, and familiarity with database systems. * Ability to manage multiple priorities and meet deadlines in a fast-paced environment. * Excellent communication skills and a team-oriented attitude. * A commitment to maintaining the integrity and confidentiality of sensitive data. Preferred Qualifications: * Experience working in financial services or a similar industry. * Knowledge of client transition processes or workflows. Why Join TEKsystems? At TEKsystems, we are committed to assisting our partners in empowering financial advisors and their clients to achieve their goals. Joining our Transition Services Team means becoming part of a collaborative, innovative, and supportive work environment. Pay and Benefits The pay range for this position is $20.00 - $20.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: * Medical, dental & vision * Critical Illness, Accident, and Hospital * 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available * Life Insurance (Voluntary Life & AD&D for the employee and dependents) * Short and long-term disability * Health Spending Account (HSA) * Transportation benefits * Employee Assistance Program * Time Off/Leave (PTO, Vacation or Sick Leave) Workplace Type This is a fully onsite position in Walnut Creek,CA. Application Deadline This position is anticipated to close on Mar 30, 2025. About TEKsystems: We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.