Taylor Hodson Staffing · 6 hours ago
Data Entry Specialist
New York, NY
Contract
Onsite
Entry Level
1+ years expTaylor Hodson Staffing is seeking a Data Entry Specialist to ensure accurate entry and maintenance of client and contact data within the firm’s CRM systems. The role involves supporting business development and compliance by maintaining data integrity and coordinating with various teams.
ConsultingEmploymentRecruiting
Hiring Manager
Glenn Marshall
Responsibilities
Enter, update, and maintain client, contact, and account records within CRM platforms
Ensure data accuracy, consistency, and proper formatting in accordance with internal standards
Review source materials and requests for completeness prior to data entry
Perform routine data validation and cleanup to maintain CRM data integrity
Resolve duplicate, outdated, or incomplete records following established procedures
Coordinate with Banking, Compliance, Marketing, and Operations teams to clarify data requirements
Maintain organized electronic records to support reporting, audits, and compliance reviews
Adhere to confidentiality, data privacy, and information security policies
Qualification
Required
1+ years of data entry, CRM administration, or administrative support experience, preferably in financial services or a regulated environment
Exceptional attention to detail and ability to manage high-volume data entry with accuracy
Proficiency with CRM platforms (e.g., Salesforce or similar) and Microsoft Excel
Strong organizational skills and ability to follow defined processes and workflows
Comfortable handling sensitive client and contact information
Preferred
Experience supporting CRM data quality initiatives or system migrations
Familiarity with client onboarding documentation (non-transactional)
Experience working in investment banking, professional services, or corporate environments
Company
Taylor Hodson Staffing
Here at Taylor Hodson Staffing, we are proud to be in our third decade of service! As a local, established boutique staffing firm, we are uniquely qualified to understand the demands of the competitive New York City marketplace.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase