A Manchester-based financial services firm is seeking a highly skilled and experienced Data Entry Virtual Assistant to join their team remotely. As a Data Entry Virtual Assistant, you’ll play a critical role in maintaining accurate and up-to-date financial records, client information, and internal databases.
Location
- Remote (UK).
Job Type
- Permanent or Freelance options.
Role of the Job
The Data Entry Virtual Assistant is responsible for maintaining accurate and up-to-date financial records, client information, and internal databases. This role requires strong attention to detail, administrative experience, and the ability to handle confidential financial data.
Main Responsibilities
- Accurately enter and update client and financial data.
- Maintain and manage digital records, spreadsheets, and CRM systems.
- Conduct regular data audits and error correction.
- Support client onboarding, compliance documentation, and data checks.
- Collaborate with internal teams to respond to data-related requests.
- Ensure GDPR compliance and handle sensitive information responsibly.
Qualification Needed
- 2+ years of experience in data entry, virtual assistance, or administrative support.
- Prior experience working with financial data or within a finance-related environment is strongly preferred.
- Proficiency in Excel/Google Sheets, CRM platforms (e.g., HubSpot, Salesforce), and document management tools.
- Strong English communication skills, both written and verbal.
- High level of accuracy, organization, and attention to detail.
- Ability to manage multiple tasks, prioritize effectively, and meet deadlines with minimal supervision.
- Basic understanding of data protection and confidentiality standards (e.g., GDPR awareness).
- Comfortable learning new tools or systems quickly.
FAQs
What benefits does this role offer?
Flexible work arrangement, opportunity to work with a financial services firm, and a chance to develop skills in data entry and administration.
Is previous experience in data entry required?
Yes, 2+ years of experience in data entry, virtual assistance, or administrative support is required.
What kind of training can I expect?
On-the-job training and support to ensure that you have the skills and knowledge needed to perform your role effectively.
Can I work from home?
Yes, this role is remote, and you can work from the comfort of your own home.
What kind of support will I receive?
Support and guidance from the team to ensure that you have the resources needed to succeed in your role.
Is there room for career growth and development?
Opportunities for career growth and development, with a focus on promoting from within.
What kind of projects will I be working on?
Maintaining accurate and up-to-date financial records, client information, and internal databases.
Can I expect opportunities for professional development?
Yes, opportunities for professional development and growth.
Salary Package
Competitive compensation is offered for the right candidate to be discussed.
Required Documents
- Resume.
- CV.
APPLY HERE
About the Company
Company History
The company is a Manchester-based financial services firm that provides tailored financial planning, investment management, and business advisory solutions to individuals and organizations.
Mission
The mission of the company is to provide high-quality financial services that meet the needs of clients and help them achieve their financial goals.
Values
The company values flexibility, innovation, and customer satisfaction, with a focus on delivering high-quality financial services.