Data Entry Clerk

We are looking for a meticulous Data Entry Clerk to join a Financial Services team located in the Greater Philadelphia Region. This Long-term contract position focuses on processing client account information with precision, ensuring records are accurately captured across financial planning and internal systems. The ideal Data Entry Clerk candidate is comfortable reviewing financial documentation, working with multiple digital tools, and maintaining a high standard of quality in a deadline-driven environment.

What you get to do every single day:

• Review advisor-submitted intake requests and supporting files received through Microsoft Forms and organized in SharePoint.

• Extract key details from client account statements and input fund names, identifiers, balances, and holdings into financial planning software.

• Cross-check entered information against source documents to confirm completeness and accuracy before finalizing records.

• Record the same account details in the internal system to keep both platforms aligned when updates are not connected automatically.

• Handle a steady weekly workload of requests while adjusting to varying levels of account complexity and documentation volume.

• Organize submitted materials and track progress carefully to ensure timely completion of each assignment.

• Identify discrepancies or missing information in statements and escalate issues when clarification is needed.

• Maintain consistent data quality standards while navigating multiple systems and financial records throughout the entry process.

Qualifications:

Other requirements for the Data Entry Clerk position include and are not limited to:

• Demonstrated experience performing high-volume data entry with strong accuracy and attention to detail.

• Ability to read, understand, and work from financial account statements and related documentation.

• Proficiency with computer-based data entry and strong typing skills for efficient record processing.

• Comfort using Microsoft tools such as Forms and SharePoint in a structured workflow.

• Ability to manage time effectively, prioritize tasks, and meet deadlines in a production-focused setting.

• Experience working across more than one system at a time while maintaining consistent and accurate information.

• Strong organizational skills and a dependable approach to handling sensitive financial data.

Interested candidates should reach out to Tori Gill at 215.568.4580 and reference JO# 03720-0013450946

Compensation

About Us

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Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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