Data Entry Analyst

About the role

We are seeking a Data Entry Analyst to support client onboarding, data management, reporting and financial operations. This entry‑level position is ideal for candidates who are detail‑oriented and interested in financial services.

Key responsibilities

• Support client onboarding by reviewing documents, uploading files and performing basic verification.
• Create, maintain and update client records in CRM and internal systems.
• Input and validate customer and financial data in Excel and other operational platforms.
• Review information for accuracy, completeness and consistency across multiple systems.
• Identify discrepancies, follow up or escalate as needed.
• Reconcile data between internal systems and records.
• Generate basic reports and provide information to internal teams.
• Manage inbox requests and route emails to appropriate teams.
• Maintain organized documentation in compliance with internal procedures and confidentiality requirements.
• Support process‑improvement initiatives and other back‑office tasks.

Required profile

• Degree in Business Administration, Finance or a related field.
• At least 1 year of experience in client onboarding, data entry, financial operations or back‑office support.
• Advanced English proficiency.
• Interest in financial services, wealth management or operational support.
• Strong attention to detail and high level of accuracy.
• Good organizational skills with the ability to manage multiple tasks.
• Effective written and verbal communication with internal and external stakeholders.

Required skills

• Experience with CRM platforms such as Salesforce (preferred).
• Proficiency in Microsoft Excel and Excel functions.
• Strong command of MS Office applications.