Data Entry Specialist

Hansen Talent Group is hiring a Data Entry Specialist to support data processing, client transactions, and regulatory compliance within a fast-paced finance company. 

This role is ideal for a detail-oriented professional with experience working in EXCEL for data entry and processing or a young professional looking to start their career in data analysis. 

What You'll Do

• Process client information, forms, and data accurately and within established service levels. Reviewing data and processes while ensuring compliance with plan rules and regulatory requirements
• Communicate with internal departments to obtain required information and resolve processing issues
• Maintain accurate distribution logs, records, and CRM documentation
• Generate and review reports in EXCEL related to client activity and investments.
• Verify and update client demographic information as needed, staying current on state and federal regulations.
• Participate in training programs and assist with testing during system upgrades and enhancements
• Support operational excellence through accurate recordkeeping and process compliance

What You'll Need

Bachelor's Degree or experience working in data entry and processing 
Strong communication stills
Organizational skills
EXCEL reporting


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