Operations Support Agent – Data Entry & Administration

About the role

The Operations Support Agent will ensure the accuracy and integrity of client data within Achieve’s digital finance platform. You will review physical and electronic documents, verify key details, and update client information while collaborating with multiple internal teams.

Key responsibilities

• Review and verify physical and electronic documents received from clients and creditors.
• Perform data entry and updates across company databases and systems.
• Scan, upload, and properly file documents following established procedures.
• Maintain accurate client records across multiple work streams.
• Collaborate with various departments to ensure data consistency.
• Handle sensitive client information in accordance with security protocols.
• Process customer service requests and communicate with internal teams.
• Prioritize tasks and manage workload efficiently in a fast‑paced environment.

Required profile

• Strong attention to detail and high accuracy.
• Ability to multitask and maintain quality standards.
• Adaptability to a dynamic, fast‑moving environment.
• Previous experience in customer service or administrative roles preferred.
• Excellent communication and collaboration skills.
• Independent judgment and discretion when handling confidential data.

Required skills

• Proficiency with Microsoft Word
• Proficiency with Microsoft Excel
• Proficiency with Microsoft Outlook
• Proficiency with Adobe software

What we offer

• Hybrid and remote work options to support work‑life balance.
• 401(k) retirement plan.
• Inclusive and supportive company culture.
• Opportunities for professional growth and development.