Experienced Document Controller | Data Entry Clerk – Financial Services Industry

Remote Full-time
Are you a detail-oriented and organized individual with a passion for data entry and document management? Do you thrive in a fast-paced environment where precision and accuracy are paramount? If so, we invite you to join blithequark as an Experienced Document Controller | Data Entry Clerk in the financial services industry. In this remote role, you will play a vital part in managing and entering data related to 401k statements, working closely with our team to ensure timely and effective processing of documents.About blithequarkblithequark is a leading provider of innovative solutions in the financial services industry. Our mission is to empower individuals and organizations to achieve their goals through cutting-edge technology and exceptional service. As a remote employee, you will be part of a dynamic team that values flexibility, collaboration, and continuous learning. At blithequark, we believe in fostering a culture of inclusivity, respect, and open communication, where every team member feels valued and supported.ResponsibilitiesAs an Experienced Document Controller | Data Entry Clerk, your primary responsibilities will include:* Reviewing and interpreting 401k statements to extract relevant data with high precision* Entering and maintaining data in a new database with a focus on accuracy and attention to detail* Leveraging bolthires Docs for data entry and record management, ensuring seamless integration with our proprietary in-house database* Communicating effectively with the team via Slack or similar chat platforms, providing timely updates and feedback* Handling 7-10 documents on a daily basis, ensuring a 24-hour turnaround on processing forms and meeting deadlines* Providing assistance with reporting needs as required, working closely with the team to meet business objectives* Navigating complex documents comfortably and efficiently, utilizing your expertise in document control and management* Working flexibly with the ability to connect on East Coast time, ensuring seamless collaboration with our team* Utilizing a proprietary in-house database and PDFs for data handling and management, staying up-to-date with the latest tools and technologiesRequirementsTo succeed in this role, you will need:* A minimum of 1 year experience in a similar role within the Financial Services industry, with a proven track record of data entry and document management* Proven proficiency in 401k - RRSP Administration, with a deep understanding of the financial services industry* Demonstrated skills in data entry with a high level of accuracy, utilizing tools such as bolthires Office Suite and bolthires Docs* Strong experience in document control, including organizing, storing, and managing documents, with a focus on attention to detail and multitasking* Excellent written and verbal communication skills, with the ability to work effectively with the team and stakeholders* Ability to work independently with minimal supervision, utilizing your expertise and judgment to make decisions and take ownership of tasksNice-to-havesWhile not essential, the following skills and qualifications would be beneficial in this role:* Experience with proprietary in-house databases and PDFs for data handling and management* Familiarity with cloud-based storage solutions, such as bolthires Drive or Dropbox* Knowledge of financial regulations and compliance, particularly in the 401k - RRSP Administration space* Certification in data entry or document management, such as Certified Document Controller (CDC) or Certified Data Entry Specialist (CDES)BenefitsAs a valued member of the blithequark team, you will enjoy a comprehensive benefits package, including:* Medical insurance to protect your health and well-being* Vision insurance to ensure your eyesight remains sharp* Dental insurance to maintain a healthy smile* Life insurance to provide peace of mind for your loved ones* Disability insurance to support you in times of need* 401(k) plan to help you save for your futureCareer Growth Opportunities and Learning BenefitsAt blithequark, we believe in investing in our team members' growth and development.As an Experienced Document Controller | Data Entry Clerk, you will have access to:* Ongoing training and professional development opportunities to enhance your skills and knowledge* Mentorship and coaching from experienced team members to support your career growth* Opportunities to take on new challenges and responsibilities, with a focus on career advancement and promotion* A dynamic and supportive work environment that encourages collaboration, innovation, and creativityWork Environment and Company CultureAs a remote employee, you will work from the comfort of your own home or office, with the flexibility to connect on East Coast time.Our company culture values:* Flexibility and work-life balance* Open communication and collaboration* Continuous learning and professional development* Inclusivity and respect for diversity* Innovation and creativityIf you are a motivated and detail-oriented individual with a passion for data entry and document management, we invite you to apply for the Experienced Document Controller | Data Entry Clerk role at blithequark. Please submit your resume and a cover letter outlining your experience, skills, and qualifications for this role.We look forward to hearing from you!
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