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Home Flexible Job Board Data Entry Specialist

$40,000–50,000/yr 20d ago

Data Entry Specialist

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RVK, INC.

Portland, OR, US

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Summary

The Data Entry Specialist provides data collection support to the Performance Measurement and Analytics Department by entering investment manager and custodian bank data. They are responsible for reconciling data, troubleshooting discrepancies, and maintaining accurate records in a deadline-driven environment.

Job Description

Job Details: Job Location: Portland, OR - Portland, OR, Salary Range: Undisclosed, What's Happening at RVK

RVK is an independently owned, national firm with headquarters in Portland, OR and regional offices in Boise, ID, Chicago, IL, and New York, NY. We provide unbiased investment consulting services to nearly 200 institutional clients, including corporations, public retirement systems, Taft-Hartley funds, non-profit organizations, non-pension operating funds, high-net-worth individuals and families, and other special purpose funds. The heart of RVK is our team-centered approach to client service, provided by our experienced team of investment consulting professionals. 

We are looking for intellectually curious and pragmatically innovative candidates with a “can do” attitude to fill our fulltime Data Entry Specialist position. Candidates must be prepared to work in an extraordinarily collegial team-oriented environment and consulting model. This is an entry-level position so on the job training will be provided. 

Job Description

The Data Entry Specialist position provides data collection support to the Performance Measurement and Analytics (PMA) Department.

Duties and Responsibilities

Collect and enter investment manager and index data on a monthly basis for certain asset classes
Collect and enter custodian bank data on a monthly basis for certain custodian banks and clients
Reconcile data with a third party, troubleshoot as needed, note reasons for any unresolved discrepancies, and approve
Maintain due dates, checklists, and procedures
Work in a deadline-driven environment, handle multiple tasks simultaneously, follow through and up on assigned tasks (team, client, and administrative) without needing to be micromanaged 
Provide support to the other Data Entry Specialists and Receptionist as needed
Download data, information, fund fact sheets, etc. via the internet, Morningstar Direct, eVestment, etc. on a monthly, quarterly or ad-hoc basis
Help achieve RVK business plan goals
Other duties assigned as needed

Candidate(s) with the best combination of the following skills, abilities, experience, and training will be considered for this fulltime position.

Qualifications:

Minimum Qualifications

Excellent written and oral communication skills with strong attention to detail
Strong internal and external communication and interpersonal skills with proven ability to build and maintain relationships with internal and external clients
Proficiency in the Microsoft Suite (Excel, Word, Outlook, PowerPoint)
Basic grasp of math concepts and terms 
Analytical skills
Ability to manage and manipulate data
Ability to problem-solve independently
Proven initiative to improve processes or create efficiencies
Strong work ethic; able and willing to work more than 40 hours per week when needed (deadlines and/or workload may require 50 to 60-hour weeks and include evenings and weekends during peak time)
Strong organizational skills and attention to detail
Ability to work independently, within a team environment
Ability to work in a deadline-driven environment and handle multiple tasks simultaneously
Ability to effectively communicate progress and follow through on assigned tasks
Ability to perform a variety of highly responsible, complex, and confidential functions involving the use of independent judgment, problem solving skills, and personal initiative
Ability to analyze situations carefully and adopt effective courses of action
Self-motivated
Friendly, professional work demeanor
Ability to maintain a positive attitude even under the most stressful situations
Good judgment, flexibility, creativity, and sensitivity in response to changing situations and needs

Preferred Qualifications

Bachelor’s degree in finance, economics, accounting, and/or a related field helpful, but not required
Knowledge of the financial services industry helpful, but not required

Compensation and Benefits

Data Entry Specialist Salary Range: $40,000 - $50,000 annually.
RVK offers compensation commensurate with experience and qualifications.
Positions are eligible for a discretionary performance-based bonus if held by an active employee on the date bonuses are payable.
A competitive benefits package, including medical, vision, and dental insurance, a 401(k)-retirement plan with an employer match formula, pre-tax flexible spending, dependent care and transportation benefits, company-paid life insurance, tuition reimbursement (subject to eligibility and manager approval), and a generous Paid-Time-Off (PTO) program.
Come join a company that rewards hard work and appreciates its employees!

Additional Information

RVK offers a competitive benefits package to full-time regular employees including medical, dental, vision, life, 401(k) retirement plan, pretax medical flexible-spending, dependent care, transportation with subsidy after one year of service, tuition reimbursement to enhance career development, and a generous paid-time-off program. Come join a company that rewards hard work and appreciates its employees!

To learn more about our company, please visit us at http://rvkinc.com. If you enjoy working collaboratively with others and consider yourself to be a creative thinker, then contact us today! For immediate consideration, please apply through our company website by clicking on Career Opportunities on the home page.

You will need to submit a cover letter explaining how your skills and abilities meet the qualifications and a copy of your résumé. We request that you submit your materials in a PDF format.

We receive a significant volume of applicants and cannot respond to each applicant individually. We review all applications and will contact only those candidates whose skills, experience, and qualifications meet our requirements for the position. Please do not contact us regarding the status of your application. No phone calls, faxes, or temporary staffing agencies, please.

All applications must be through the company website. No direct solicitations will be accepted. RVK supports workforce diversity and is an Equal Employment Opportunity (EEO) Employer. As an EEO employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or national origin.

About the company

RVK, INC.

RVK is a national firm with headquarters in Portland, OR and regional offices in Boise, ID; Chicago, IL; and New York, NY. We provide unbiased general investing consulting services to approximately 200 institutional clients. Our clients include corporations, public retirement systems, Taft-Hartley funds, nonprofit organizations, non-pension operating funds, and high-net-worth individuals and families. The heart of RVK is our team-centered approach to client service, provided by our experienced team of consulting professionals. RVK is committed to an independent business model and to its express Code of Conduct policy.

Founded

1985

Company size

51-200 employees

Industry

Investment Management

Org type

Privately Held

Headquarters

Portland, Oregon

Apply Now

About the company

RVK, INC.

RVK is a national firm with headquarters in Portland, OR and regional offices in Boise, ID; Chicago, IL; and New York, NY. We provide unbiased general investing consulting services to approximately 200 institutional clients. Our clients include corporations, public retirement systems, Taft-Hartley funds, nonprofit organizations, non-pension operating funds, and high-net-worth individuals and families. The heart of RVK is our team-centered approach to client service, provided by our experienced team of consulting professionals. RVK is committed to an independent business model and to its express Code of Conduct policy.

Founded

1985

Company size

51-200 employees

Industry

Investment Management

Org type

Privately Held

Headquarters

Portland, Oregon

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