About Company
Muirfield Financial Group is a respected financial services firm dedicated to empowering individuals and families in the Marietta area to achieve their financial goals. With a commitment to personalized service, strategic planning, and unwavering integrity, we guide our clients through complex financial landscapes, from investment management and retirement planning to estate strategies. Our team thrives on a collaborative spirit and a passion for making a tangible difference in our clients’ lives. We believe in fostering a supportive environment where every team member contributes to our collective success and client satisfaction, driving both individual and community prosperity.
Job Description
Are you meticulous, organized, and ready to kickstart your career in a professional office environment? Muirfield Financial Group is seeking a dedicated Data Entry Specialist for an exciting Entry Project. This full-time, on-site role in the heart of Downtown Marietta, GA, offers a fantastic opportunity to gain valuable administrative experience within the dynamic financial services industry. You will be instrumental in maintaining the integrity and accuracy of our vital client and operational data, directly contributing to our efficiency and client service excellence. This project is ideal for a detail-oriented individual eager to learn, grow, and become a crucial part of our supportive team.
As a Data Entry Specialist, you will be responsible for accurately inputting a high volume of data from various sources, including client forms, financial statements, and administrative records, into our internal CRM and database systems. Your daily tasks will involve meticulous verification of data for completeness and correctness, ensuring that all information is up-to-date and compliant with our stringent quality standards and confidentiality protocols. This is more than just data entry; it’s an opportunity to understand the backbone of a financial firm’s operations, develop strong organizational skills, and potentially open doors to further career advancement within our company or the broader financial sector. You will collaborate with different departments, providing essential support that ensures smooth operations and allows our financial advisors to focus on what they do best – serving our clients. We value precision, a proactive attitude, and a commitment to excellence. If you possess a strong work ethic, exceptional accuracy, a keen eye for detail, and a desire to contribute to a thriving local business dedicated to client success, we encourage you to apply. Join Muirfield Financial Group and become a vital link in our mission to empower financial futures in our community.
Key Responsibilities
- Accurately input data from various sources (e.g., physical documents, spreadsheets, digital forms) into company databases and systems.
- Verify data for accuracy and completeness, correcting any discrepancies or errors in a timely manner.
- Maintain strict confidentiality of sensitive client and company information at all times.
- Organize and file documents (both physical and digital) for easy retrieval and auditing.
- Assist with data cleanup projects, ensuring consistency and integrity across all platforms.
- Communicate effectively with team members regarding data-related queries or issues.
- Adhere to established data entry procedures and company policies, particularly those related to data security and privacy.
- Perform regular data backups to ensure information security and prevent loss.
- Generate basic reports as needed from compiled data to support operational insights.
Required Skills
- High school diploma or equivalent.
- Basic computer proficiency and comfort with general office software.
- Strong aptitude for accurate data entry and attention to detail.
- Proficient typing speed (minimum 45 WPM) and 10-key data entry skills.
- Familiarity with Microsoft Office Suite (Word, Excel, Outlook).
- Strong organizational and time management skills.
- Ability to work independently and collaboratively within a team environment.
- Excellent written and verbal communication skills.
- Reliable and punctual with a strong work ethic.
Preferred Qualifications
- Associate's degree in Business Administration, Finance, or a related field.
- Previous experience in an office administrative or data management role.
- Familiarity with CRM software (e.g., Salesforce) or other database management systems.
- Experience with Google Workspace applications (Docs, Sheets, Gmail).
Perks & Benefits
- Competitive hourly wage with opportunities for project-based incentives.
- Comprehensive training for proprietary systems and industry-specific software.
- Supportive and collaborative team environment fostering professional growth.
- Opportunity for skill development and potential career advancement within the company.
- Paid time off (PTO) and company holidays for full-time employees.
- Health, dental, and vision insurance options.
- Retirement savings plan (401k) with company match.
- Prime on-site location in vibrant Downtown Marietta with easy access to amenities, dining, and public transportation.
How to Apply
Interested candidates are encouraged to apply by clicking on the application link below. Please ensure your resume highlights your data entry experience, attention to detail, and any relevant technical skills. We look forward to reviewing your application and potentially welcoming you to the Muirfield Financial Group team.