Data Entry Administrator

Our client, a financial services organization, is seeking a detail-oriented and highly organized Data Entry Administrator to support their team in San Diego, California. This role is ideal for someone who enjoys working with detailed information, maintaining accurate records, and supporting administrative processes within a professional, service-driven environment. The successful candidate will handle sensitive information with discretion while ensuring data is entered and maintained accurately and efficiently.

Responsibilities:

• Accurately enter, update, and maintain client and account information within internal systems
• Review documents and data for accuracy, completeness, and consistency
• Process and organize financial and client documentation
• Verify information and research discrepancies or missing data
• Maintain accurate electronic records and databases
• Assist with account setup, updates, and ongoing maintenance
• Track documentation and follow up on outstanding information
• Prepare spreadsheets, reports, and administrative documentation
• Assist with compliance-related documentation and recordkeeping
• Maintain confidentiality when handling sensitive financial and client information
• Communicate with internal teams to obtain and verify required information
• Provide general administrative support to the operations team as needed

Qualifications:

Requirements:

• 1+ year of data entry, administrative, financial services, or related office experience
• Exceptional attention to detail and accuracy
• Strong typing and data entry skills
• Proficiency with Microsoft Office, particularly Excel
• Strong organizational and time-management skills
• Ability to manage multiple priorities and meet deadlines
• Strong written and verbal communication skills
• Ability to work with confidential and sensitive information
• Ability to work independently while contributing effectively to a team

Preferred Qualifications:

• Previous experience in financial services, banking, insurance, wealth management, or a related industry
• Experience working with CRM, database, or financial systems
• Familiarity with Excel sorting, filtering, and basic formulas
• Experience processing client documentation or maintaining regulated records
• Strong understanding of the importance of accuracy and confidentiality in a financial environment

Compensation

About Us

TalentMatch^®

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