Data Entry Clerk

C2Inc. is Hiring a Data Entry Clerk (Full-Time) Are you looking to build a career in a growing company with a dynamic team? At C2Inc we value clarity, simplicity and wellbeing. As a leader in Private Wealth, Employee Benefits, and Family Office services, we take pride in our client-first philosophy. We understand that our clients have worked hard to build their success, and our mission is to help them continue to grow, prosper, and protect their legacies. Since every person and company is unique, we believe unique solutions are required. We are proud of our positive work environment where our team is given the opportunity to make a positive difference which in turn improves their wellbeing and the companies. We’re looking for a dedicated Data Entry Clerk to join our team and contribute to our ongoing success. If you’re someone who is driven by growth, committed to success, and thrives in a collaborative environment. If you find yourself answering a resounding "yes" to the following, we’d love to hear from you - It’s not just what I do, it’s where I do it and who I work with that truly matters. - I am committed to working hard and value my well-being. A morning stroll with my co-workers planning the day sounds fun and refreshing (literally). - Participating in developing the annual plan, enjoying team lunches and going on a company trip when we achieve our goal all sounds like it is right up my alley - I’m passionate about continuous improvement and thrive in an environment where I can make a meaningful impact. I aim to do more than just a good job—I strive for greatness and love making someone's day a little better. - Fantastic Customer service means something to me **Job Overview**: **Key Responsibilities**: - Reviewing client folders to gather the accurate files and forms. - Accurately input and update progress data, ensuring that all entries are completed in line with company standards. - Maintaining the integrity of our data. - Gathering and compiling important data (reports and confidential information) from our online database and vendors and securely saving it onto our servers using SharePoint. - Use appropriate due diligence ensuring accuracy in preparing and promptly completing all required supporting documentation - Interact with clients when looking for missing information - Analyze and Interpret Information - Recognize patterns, ask questions, keep an eye out for things that might not belong or seem odd on client paperwork. - Completing compliance documents. - Organizing and inputting insurance related documents into our system and ensuring completion from beginning to end. - Working with the investment team to spot opportunities or inaccuracies in client files. - Be an effective team member and flexible in adjusting to changing work priorities. - Assist with general data entry tasks as needed, including maintaining records, tracking progress, and supporting various departments with data-related needs. **Skills and Attributes**: - Proficient in technology, with the ability to quickly adapt to and learn new software and systems (Microsoft Suite Office 365 experience). - Results-driven, with a strong sense of accountability, urgency, and a passion for success. - Must be collaborative and a team player, fostering positive relationships with colleagues and contributing to a supportive work environment. Strong organizational skills and the ability to manage multiple tasks simultaneously. - Ability to manage competing demands and prioritize tasks effectively in a fast-paced environment. - Strong attention to detail and accuracy. - Highly organized and analytical. - Able to work independently as well as collaborate with a team - Excellent follow-up and organizational skills, ensuring tasks are completed thoroughly and accurately. - Able to work in a fast paced and changing environment, including effectively prioritizing activities to meet required deadlines with a high degree of maturity and professionalism. - Excellent verbal and written communication skills. - Dynamic professional with willingness to learn and take initiative on upcoming tasks. **Details**: **Location**: In-office, Waterdown, ON **Salary**: $35,000 **Hours**: 37.5 hours per week (Monday to Friday; 8:30am to 4:30pm) **Benefits**: - Comprehensive group benefits package - Group retirement matching program - Learning opportunities in different areas of the business - Opportunity for career growth and development. - Travel incentives for achieving revenue goals, offering exciting opportunities to reward your hard work and success. - Join a tight-knit, collaborative team where support and teamwork are at the heart of everything we do. If you are passionate about working with data, have a great personality, and thrive in a fast-paced, tech-driven environment, we would love to hear from you