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Data Entry Clerk

2 weeks ago

Ottawa, Canada Pulse Wealth Management Full time

**Job Title: Data Entry Clerk (Contractor - Part-Time)**
**Location**: Remote or In-Person (Ottawa-based)
**Hours**: 5-10 hours/week
**Type**: Contract

**About Us**:
At **Pulse Wealth**, we set ourselves apart from other financial planners by working hard to understand each client’s specific needs and unique economic situation. Every solution we provide is tailored exactly to those needs — no exceptions. We take pride in delivering personalized, high-quality service, and we invite you to become a key part of our success story.

**The Opportunity**:
We’re looking for a detail-oriented and highly accurate **Data Entry Clerk** to join us on a part-time, contract basis. You’ll play a crucial behind-the-scenes role by entering key client data into our financial planning software. Your ability to work independently, spot inconsistencies, and handle sensitive information with care will be essential to supporting our personalized approach.

**Key Responsibilities**:

- Accurately enter data from intake forms and client statements into our planning software
- Review and verify data for completeness and accuracy
- Maintain confidentiality and protect sensitive client information
- Collaborate with the team to ensure all client data is updated and aligned with planning needs
- Identify and correct any data entry errors

**Qualifications**:

- Proven experience in data entry, preferably within the financial services or wealth management industry
- Exceptional attention to detail and a high level of accuracy
- Ability to work independently and manage time effectively
- Comfortable with remote collaboration and/or in-person work (optional)
- Familiarity with financial planning software is an asset

**Why Join Us?**
This is a great opportunity to work with a company that values precision, integrity, and client-first thinking. While this is currently a part-time contract role, there is potential for the position to grow into something more if it feels like a great mutual fit.

We value your can-do attitude and willingness to do whatever it takes to get a job done, and we’re looking for someone who’s always excited to take on new projects or pitch in when others need a boost. We're looking for someone who can take constructive feedback with positivity and who isn’t afraid to share their thoughts about how we can do better, too. Your ability to think outside the box will help us come up with new ways to set ourselves apart from the competition and ensure we’re providing the best possible service to our clients.