Job Title: Data Entry Operator – Proficient Location: Vancouver, BC (Onsite)
Duration: + Months
Job Responsivities:
Review incoming requests (, client documentation updates, or advisor-initiated changes) in the queue.
Post-Secondary Education
Data Entry & Verification: Process client information (, KYC details, tax forms, investment preferences) into Client’s systems, ensuring accuracy and compliance with regulatory standards. Cross-check data against source documents.
Scrutinizing documents to prevent errors that could delay account activation.
Verify adherence to Client policies and regulatory requirements (, AML, privacy laws). Flag potential risks for review.
Assist with backlog reduction, process improvement suggestions, or training new hires on data entry best practices.
Prior exposure to financial services, wealth management, or banking operations.