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Data Entry Clerk

Northbound Executive Search · New York

Junior 🇬🇧 English
Microsoft Excel Microsoft Office Suite CRM systems

Job description

About the role

Our client, a finance firm based in New York City, is looking for a detail‑oriented Data Entry Clerk to support its CRM and administrative functions. The role offers an entry‑level opportunity to work within the financial services industry while developing data management skills.

Key responsibilities

  • Enter and maintain information in the firm’s CRM system.
  • Review data for accuracy, completeness, and consistency.
  • Update records, contacts, and account information as required.
  • Assist with data cleanup and database maintenance projects.
  • Maintain organized electronic records and documentation.
  • Support various administrative and operational tasks as assigned.

Required profile

  • Bachelor’s degree.
  • 1–2 years of data entry, administrative, or office support experience.
  • Strong attention to detail and accuracy.
  • Ability to handle confidential information with discretion.

Required skills

  • Proficiency with Microsoft Excel.
  • Experience using the Microsoft Office Suite.
  • Familiarity with CRM systems.

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Published 3 months ago

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Northbound Executive Search

New York