Experienced Document Controller | Data Entry Specialist – 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 Specialist, where you will play a vital role in managing and processing 401k statements within the financial services industry. About blithequarkblithequark is a leading provider of innovative solutions in the financial services industry.Our team is dedicated to delivering exceptional results and exceeding client expectations. We are committed to fostering a culture of collaboration, innovation, and growth, where our employees can thrive and reach their full potential. As a remote team member, you will have the flexibility to work from anywhere, while still being part of a dynamic and supportive community. ResponsibilitiesAs an Experienced Document Controller | Data Entry Specialist, 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 and PDFs* Communicating effectively with the team via Slack or similar chat platforms, providing timely updates and ensuring seamless collaboration* Handling 7-10 documents on a daily basis, with a 24-hour turnaround on processing forms, ensuring timely and efficient document processing* Providing assistance with reporting needs as required, utilizing your analytical skills to extract insights and trends from data* Navigating complex documents comfortably and efficiently, with a focus on accuracy and attention to detail* Working flexibly with the ability to connect on East Coast time, ensuring seamless communication and collaboration with the team* Utilizing a proprietary in-house database and PDFs for data handling and management, ensuring seamless integration and efficient data processingRequirementsTo be successful in this role, you will need to possess:* 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 Docs and bolthires Office Suite* Strong experience in document control, including organizing, storing, and managing documents, with a focus on accuracy and attention to detail* Excellent attention to detail and ability to multitask effectively, with a focus on meeting deadlines and delivering high-quality results* Proficiency in using bolthires Office Suite, particularly Excel, with a focus on data analysis and reporting* Strong written and verbal communication skills, with the ability to communicate effectively with the team and stakeholders* Ability to work independently with minimal supervision, with a focus on self-motivation and accountabilityNice-to-havesWhile not required, the following skills and experience would be beneficial in this role:* Experience with proprietary in-house databases and PDFs* Familiarity with cloud-based document management systems* Strong analytical skills, with the ability to extract insights and trends from data* Experience with data visualization tools, such as Tableau or Power BI* Strong problem-solving skills, with the ability to troubleshoot complex issues and resolve conflictsBenefitsAs a valued member of the blithequark team, you will enjoy a comprehensive benefits package, including:* Medical insurance* Vision insurance* Dental insurance* Life insurance* Disability insurance* 401(k) planWhat We OfferAt blithequark, we offer a dynamic and supportive work environment, with opportunities for growth and development.As a remote team member, you will have the flexibility to work from anywhere, while still being part of a collaborative and innovative community. We are committed to fostering a culture of inclusion, diversity, and equity, where our employees can thrive and reach their full potential. If you are a motivated and detail-oriented individual with a passion for data entry and document management, we invite you to apply for this exciting opportunity. Please submit your resume and a cover letter, outlining your experience and qualifications for this role.We look forward to hearing from you! !
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