At Tschetter Group, we believe meaningful work is created by people who bring heart, ownership, and a genuine desire to contribute to something larger than themselves. If that resonates with you, we would love to meet you.

Our Mission

Give people optimism about life and money.

Our Values

• Be Courageous
• Learn Continuously
• Embrace Change
• Relentlessly Pursue Excellence
• Put Others First

Our Purpose

We are committed to the boundless possibilities of every individual, one interaction at a time, and inspiring a lifelong journey of learning, growth, and purpose.

Position Description

Title: Data Entry Assistant

Reports to: Client Service Manager

Status: Temporary; Part-time; Non-exempt

Location: Bellevue, WA (In Office)

Duration: Approximately 4 weeks

Schedule: 20–25 hours per week

Compensation: $20 per hour

Job Summary

Tschetter Group is an independent advisory firm focused on building life-long relationships with clients through a commonsense approach to investment management and planning. Our team is seeking a Data Entry Assistant to support a short-term data cleanup project related to the firm’s ongoing AI and automation initiatives.

The primary focus of this position will be reviewing and renaming files in SharePoint according to Tschetter Group’s established file-naming convention. This work will help improve the organization and searchability of firm information and prepare our data for greater use of AI and automation.

This role is well suited for a college student who is organized, efficient, detail-oriented, and comfortable completing repetitive work accurately and consistently. Because the work involves firm files, the individual will have exposure to confidential client, business, and financial industry information and must handle all information with professionalism and discretion.

Duties and Responsibilities

• Review and rename files in SharePoint according to Tschetter Group’s established firm-wide file-naming convention.
• Work through assigned files systematically and efficiently while maintaining accuracy and consistency.
• Communicate questions and seek guidance when additional information is needed.
• Track progress and completed work throughout the project.
• Maintain confidentiality when working with client, company, and financial information.
• Collaborate with Tschetter Group team members overseeing the project.
• Assist with related data cleanup or administrative tasks as needed.

Qualifications

• College student with an interest in business, technology, finance, or related fields preferred.
• Ability to work independently and collaboratively within a fast-paced environment while maintaining a high level of accuracy.
• Proficiency in Microsoft Office Suite and SharePoint preferred.
• Strong verbal and written communication skills, with a keen attention to detail.
• Commitment to maintaining confidentiality and professionalism in all interactions.
• Drive and desire to help and serve others.
• High emotional and social intelligence.
• Available to work in person at Tschetter Group’s Bellevue office 20–25 hours per week during the hours of 8:00 a.m.–5:00 p.m. Scheduling flexibility around class schedules is available.

Benefits

• Exposure to the operations of an independent financial advisory firm.
• Hands-on experience working with SharePoint and business information in a professional environment.
• Exposure to how data organization and file management support AI and automation initiatives.
• Experience contributing to a defined, firm-wide technology and data improvement project.

Tschetter Group is an Equal Opportunity Employer.