Administrative - Data Entry jobs in United States
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Achieve · 7 hours ago

Administrative - Data Entry

Achieve is a leading digital personal finance company that provides innovative financial solutions to help everyday people thrive. The Operations Support Agent will review documents and ensure they are uploaded to the correct client accounts, impacting members' financial journeys.

Financial Services

Responsibilities

Review physical and electronic documents received on behalf of clients and creditors
Perform necessary actions such as scanning documents, updating client information, or submitting customer service requests
Fast-paced data entry using company database and other systems
Exercise discretion and independent judgment concerning matters of significance
Work various work streams throughout the day
Collaborate with multiple departments to keep client information up to date and correct
Follow protocol to ensure the protection of sensitive client information

Qualification

Microsoft product lineData entryCustomer service experienceAttention to detailMulti-taskingAdaptability

Required

Experience with computers and with the Microsoft product line (Word, Excel, Adobe, Outlook, etc)
Ability to multi-task and produce quality work
Adaptable to change in a fast-paced environment
Strong attention to detail and accuracy

Preferred

Previous customer service or administrative experience in an office setting

Benefits

Hybrid and remote work opportunities
401 (k) with employer match
Medical, dental, and vision with HSA and FSA options
Competitive vacation and sick time off, as well as dedicated volunteer days
Access to wellness support through Employee Assistance Program, Talkspace, and fitness discounts
Up to $5,250 paid back to you on eligible education expenses
Pet care discounts for your furry family members
Financial support in times of hardship with our Achieve Care Fund
A safe place to connect and a commitment to diversity and inclusion through our six employee resource groups

Company

Achieve is the leader in digital personal finance, built to help everyday people thrive.

Funding

Current Stage
Late Stage

Leadership Team

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Bradford Stroh
Co-CEO/Founder
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Carlyn Lamia
Vice President Strategic Initiatives, Chief of Staff to CEO
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Company data provided by crunchbase