Data Entry Specialist

3 weeks ago


King of Prussia, Pennsylvania, United States Beacon Hill Full time

Job Summary: We are seeking a highly skilled Financial Services Associate to join our team at Beacon Hill. The ideal candidate will have a strong background in administrative and data entry proficiency, as well as knowledge of IRAs, insurance products, and financial institutions.

Key Responsibilities:

  • Update and track client paperwork and applications.
  • Communicate with clients, insurance carriers, and financial institutions to expedite actions.
  • Assist with organizing and submitting applications for insurance and retirement products.

Requirements:

  • Bachelor's degree required.
  • Strong administrative and data entry skills.
  • Knowledge of IRAs, insurance products, and financial institutions.

About Beacon Hill: Beacon Hill is a fast-growing financial services firm dedicated to providing exceptional service to our clients. We are committed to building a team of talented professionals who share our vision and values.


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