Business Development Data Entry Specialist

4 weeks ago

Foster City, California, United States IEQ Capital Full time
About IEQ Capital

IEQ Capital is a Registered Investment Advisor dedicated to transforming traditional wealth management. Our mission is to integrate the Intellectual and Emotional Quotient, driven by a values-oriented culture that fosters connection and collaboration with our clients. As an independent, predominantly employee-owned company, we adhere to the standard of putting our clients' interests first.

The Role

We are seeking a motivated professional to join our Business Development Team in our Foster City office. The Business Development Data Entry Associate plays a critical role in supporting the team by accurately maintaining data in CRM systems and supporting team members in data-related tasks. This role is essential in helping the team keep accurate and organized data to report on new business activity and conduct growth and research efforts.

Key Responsibilities
  • Organize and maintain data in systems and platforms.
  • Track key metrics for the team and advisors.
  • Detect and rectify any inconsistencies or erroneous data.
  • Identify solutions to drive efficiencies in manual processes.
  • Work closely with and support team members in transferring and uploading data into systems.
  • Regularly monitor deal activity/liquidity events across the United States to surface potential prospects.
  • Identify trending companies and potentially qualified individuals associated with those companies for IEQ advisors to pursue.
  • Build analytics to identify future high-value opportunities through research.
Requirements
  • 0-1 years of relevant work experience preferred.
  • Candidate must thrive in and be able to keep up with a dynamic, fast-paced environment.
  • High-level of integrity and humility.
  • Must have high attention to detail in all aspects of the role, work quickly and accurately.
  • Must be able to think critically, effectively, anticipate needs and be a natural problem-solver.
  • Excellent written and verbal communication skills.
  • Must be self-directed and able to work with individuals at all levels, including executive management.
  • Experience owning projects & initiatives while delegating responsibilities as needed.
  • Background in financial services/wealth management industry preferred.
  • Experience with Microsoft Office Suite and Salesforce preferred.
Compensation

The total compensation range for this role, inclusive of base salary and bonus, is $70,000 - $97,500 depending on skills and experience.

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