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Robert Half Document Controller | Data Entry Clerk in San Mateo, California

Description

We are seeking a Document Controller | Data Entry Clerk to join our team based in San Mateo, California. The remoite role is positioned within the financial services industry and involves remote working. This employment opportunity offers a long term contract.

Responsibilities:

• Review and interpret 401k statements to extract relevant data

• Enter and maintain data in a new database with high precision

• Leverage Google docs for data entry and record management

• Communicate effectively with the team via Slack or similar chat platforms

• Handle 7-10 documents on a daily basis ensuring a 24-hour turnaround on processing forms

• Provide assistance with reporting needs as required

• Navigate complex documents comfortably and efficiently

• Work flexibly with the ability to connect on East Coast time

• Utilize a proprietary in-house database and PDFs for data handling and management

Requirements • Minimum of 1 year experience in a similar role within the Financial Services industry

• Proven proficiency in 401k - RRSP Administration

• Demonstrated skills in data entry with a high level of accuracy

• Strong experience in document control, including organizing, storing, and managing documents

• Excellent attention to detail and ability to multitask effectively

• Proficiency in using Microsoft Office Suite, particularly Excel

• Strong written and verbal communication skills

• Ability to work independently with minimal supervision

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .

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