Administrative Skills, Communication Skills, Data Entry, Data Management, Data Migration, Data Quality, Data Sets, Detail Oriented, File Management, Financial Compliance, Financial Services, Maintain Compliance, Organizational Skills, Project Tracking, Spreadsheets, System Migration, Testing, Time Management
Overview
We are looking for a detail-oriented Compliance Data Migration Assistant to support a short-term project transitioning from a legacy compliance system to a new compliance management platform.
This role is ideal for someone early in their career who is comfortable working with data, following structured processes, and supporting a highly organized migration effort.
Key Responsibilities
* Download, organize, and manage files and data from the legacy system
* Follow detailed step-by-step instructions to support data migration activities
* Assist with uploading and validating data in the new compliance system
* Review data for accuracy, completeness, and consistency
* Track progress and document completed tasks to ensure auditability
* Partner with internal team members to flag discrepancies or issues
* Support testing efforts by verifying migrated data and workflows
* Maintain strict confidentiality of sensitive financial and employee data
Required Qualifications
* 0-2 years of professional experience (internships or relevant coursework welcome)
* Strong attention to detail and ability to follow precise instructions
* Comfortable working with spreadsheets (Excel) and handling large data sets
* Basic understanding of file management and data organization
* Strong reliability and ability to meet deadlines in a structured environment
* Good communication skills and willingness to ask questions when needed
Preferred Qualifications
* Exposure to financial services, compliance, or regulated environments
* Experience with data entry, administrative support, or system migrations
* Familiarity with Excel functions (sorting, filtering, basic formulas)
E
EXOS (formerly Sondhi Solutions)