POSTED Dec 14

Data Entry Specialist - Remote Opportunity at Raincatcher

  • Data Entry
  • Fulltime
  • Anywhere (100% Remote) Only
Job Description

Searching for a Multitasking Rockstar - We are looking for hunger, excellence, and awesomeness. Are you fearless and humble? Do you work on two things at once not because you have to, but because you do not know how to work any other way? Are you eager to learn something new and help business owners fulfill their dream?

Then keep reading…you may be our next Data Entry Specialist.

What do we do? We help entrepreneurs buy and sell remarkable companies. Our company has been recognized as a Best Workplace, #1 Brokerage, and was recently awarded #376 out of 5000 on their list of Fastest Growing Companies.

We wake up every morning to serve small and mid-sized businesses. Our passion is helping businesses find the best solutions and buyers for their businesses. Our team-oriented, fast-growing, and progressive business requires your help in serving the business community.

We’re looking for someone who is insanely self-motivated & driven when it comes to achieving their goals. Our team is made up of creative, entrepreneurial, bright minds. We’re not only driven and intelligent, but we’re insanely passionate about helping others, motivated to be better each day, and always willing to go above and beyond the call of duty.

The primary responsibility of the Senior Data Entry Specialist is to enter financial planning cases within the eMoney Financial Planning application. This includes entering all demographic information plus financial data relating to all aspects of an individual's financial life that covers simple to complex financial scenarios.

The Senior Data Entry Specialist is also responsible for data input into Excel and other accounting software and working with clients to review data entry output.

Job Responsibilities

  • Interpret and input all relevant profile and financial information, taken from various documents and sources, into the eMoney Financial Planning Platform.
  • Independently prioritize major project work for data migration conversions and day-to-day new data entry requests.
  • Assist the Financial Analysts in communicating and managing deadlines.
  • Conducts quality assurance reviews to ensure accuracy and thoroughness of cases entered.
  • Remain current on all financial planning terms and concepts to accurately and thoroughly interpret client data.
  • Act as the primary resource for Brokers regarding all data entry processes and procedures and financial planning questions.
  • Upload clients' financial documents into the Financial Planning Platforms document repository.

Skills Needed:

  • Uber Organized: stellar organizational + time management skills
  • Ability to read and interpret financial documents (pay statements, tax forms, quarterly investment statements, financial reports, bank statements, 401k & retirement plan statements, insurance documents, etc.)
  • Excellent data entry skills with a sickening degree of attention to detail
  • Must be able to strictly adhere to confidential information policies and procedures
  • QuickBooks Guru - ability to navigate software like a pro
  • Strong verbal/written communication skills & not afraid to ask a question 10x when someone is bad at communicating so that you can get your work done
  • Ninja with office software and process including a working knowledge of MS Office Suite
  • Enjoy getting your work done WAY before schedule just because you can
  • A fast worker who makes minimal mistakes– and when you do you are not afraid to own your mistakes
  • You LOVE that this ad is straightforward and to the point

Required qualifications:

  • Bachelors degree or equivalent work experience required
  • Experience with QuickBooks is a required
  • Working knowledge of financial advisory services operations preferred
  • 2+ years working in the Financial Services industry

Working Conditions

  • This position is a full-time, non-exempt hourly remote position.

Pay: $18 - $23 per hour

Benefits:

  • Healthcare insurance
  • Dental insurance
  • Vision insurance
  • PTO
  • Long-term and short-term disability
  • Life insurance
  • Paid training

Working with us is not for everyone. We're on a mission to help level the playing field and help small business owners with the once in a life event of selling their business. We have aggressive goals and plan on doubling our Sales Team by 2022. To achieve our goals, we need the right kind of team members.

And we're not just looking for skills and experience. Having shared values is just as important.

Here are ours:

✅ We passionately believe the American Dream fuels small business.

✅ We believe in accountability and are generous with credit.

✅ We embrace authentic, radical honesty and always choose integrity regardless of the deal.

✅ We live humbly in extraordinary service to others.

✅ We live the entrepreneurial spirit and help to enable it in others.

✅ We are ferociously self-driven.

✅ We believe family comes first… welcome to ours!.

Who this is NOT for:

❌ You don't like solving problems

❌ Growth and learning aren't a top priority for you

❌ You don't consider yourself to be driven

❌ You don't enjoy working with others

Think you're a fit? Then we encourage you to take the next steps to apply below and, in your cover letter, answer these questions:

  • Why are you a Multitasking Rockstar?
  • Describe the last 3 bosses you had and why you loved and hated working for them?
  • How do you establish trust?
  • What are your salary requirements? 

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