Data Entry Clerk

4 days ago

Ottawa, Canada Pulse Wealth Management Full time

**Job Title: Virtual Assistant & Client Services Coordinator (Contract - Part-Time)**:
**Location**: Remote (must reside in Ontario)
**Hours**: 10-20 hours/week
**Compensation**: $25-$30 per hour (depending on experience)
**Type**: Independent Contractor

**About Pulse Wealth**:
At Pulse Wealth, we specialize in helping women executives, entrepreneurs, and their families navigate life’s biggest transitions — retirement, separation, selling a business, or building long-term financial security. Our award-winning planning process combines financial strategy with personalized care, and we pride ourselves on delivering precise, high-quality service that truly makes a difference.

We’re growing — and we’re looking for the right person to join our team behind the scenes.

**The Opportunity**:
Your work ensures that our clients feel supported, our processes run efficiently, and nothing slips through the cracks.

**Key Responsibilities**:

- ** Client Document Preparation**: Pre-fill investment and insurance forms, send them for signature via DocuSign, submit completed documents to head office, and follow up until processing is complete.
- ** Data Entry**: Accurately input and update client information from intake forms and statements into financial planning software.
- ** Document Organization**: Prepare, organize, and maintain client files with precision and confidentiality.
- ** Task Tracking & Follow-Up**: Monitor deadlines, follow up on outstanding items, and ensure all client requests are completed in a timely manner.
- ** Quality Control**: Identify and correct data entry or documentation errors to maintain accuracy and compliance.

**Qualifications**:

- Proven experience in **financial services administration and/or client service support** (investment and insurance industry experience is **required**).
- Experienced with **completing and processing investment and insurance forms.**
- ** Excellent written communication skills** with the ability to draft clear, professional responses to client requests.
- Exceptional **attention to detail**with a commitment to accuracy and confidentiality.
- Ability to **manage time effectively** and **work independently** in a remote setting.
- Experience with financial planning software and DocuSign is an asset.
- Must reside in Ontario.

**Why Join Us?**:
This is a great opportunity to be part of a growing, values-driven financial planning firm that combines professionalism with heart. While this is a part-time contract role, there is potential to grow with us if it’s a strong mutual fit.

We’re looking for someone who:

- Thrives on precision and organization
- Takes initiative and ownership of their work
- Welcomes feedback and enjoys contributing ideas for improvement
- Wants to play a meaningful role in supporting clients through some of life’s biggest financial decisions

At Pulse Wealth, your attention to detail helps us deliver clarity and confidence to every client we serve.

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