Data Entry Clerk

1 week ago

Markham, Ontario, Canada LRO Staffing Full time $40,000 - $60,000 per year

About The Opportunity
We are seeking a Data Entry Clerk to support one of our clients in the financial industry. In this role, you will manage and support the administrative process related to their investment products.

Duties include but are not limited to:

  • Prepare and populate required subscription documentation for new and existing investors
  • Monitor and maintain accurate records of investor transactions, updates, and material changes
  • Serve as a key point of contact, coordinating with internal teams, investors, and dealer representatives
  • Complete all necessary regulatory forms for a variety of investment products
  • Communicate with third-party service providers through email, phone, or online portals to obtain information or resolve outstanding items
  • Prepare and verify documentation, escalating or reporting any suspicious activity in accordance with requirements
  • Allocate investor funds based on stated preferences while considering broader capital requirements
  • Identify, investigate, and resolve discrepancies or compliance issues
  • Execute mutual fund trust closing procedures efficiently and accurately
  • Manage monthly, quarterly, and annual reporting obligations
  • Perform general administrative tasks and support the team as needed

About You
The successful candidate will have the following:

  • Strong ability to prioritize, multitask, and manage deadlines in a fast-paced environment
  • Highly detail-oriented with exceptional organizational and follow-up skills
  • Clear, professional written and verbal communication abilities
  • Approachable, professional, and able to build strong working relationships
  • Flexible and adaptable when faced with changing priorities or circumstances
  • Self-starter who works well independently while contributing effectively to the team
  • Natural problem solver with a knack for identifying solutions - especially in complex or "puzzle-like" situations
  • Motivated, proactive, and able to operate with minimal supervision
  • Proficient in Microsoft Office applications
  • University degree or equivalent education
  • Previous experience in financial services is considered an asset

About the Job
Hybrid work environment, 2 days in their North York Office (GTA).

How To Apply
Please apply by clicking the "Apply Now" button below and follow the instructions to submit your résumé. You can also apply by submitting your résumé directly to If you are already registered with us, please contact your Senior Recruiter. Please quote job
18682
.

Thank you for your interest in this role. One of our Recruiters will be in touch with you if your profile meets the requirements for the role and the expectations of our clients. Please note that all candidates must be permitted to work in Canada to be considered for this opportunity.

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