Company Description

Tiedemann Advisors is an owner-managed independent investment and wealth advisor with a single focus: to make sure our clients’ wealth accomplishes what matters most to them. Tiedemann provides high-net-worth individuals, families, trusts, foundations and endowments with customized, objective investment management, trust and estate, and wealth planning services. We are proactive, innovative advisors who provide access to a broad set of exceptional investment strategies globally, including impact or responsible investments, and full transparency on investment decisions, fees and performance.   Serving clients since 1999, Tiedemann Advisors is headquartered in New York, with offices in San Francisco, Seattle, Portland, Dallas, Aspen, Wilmington, Palm Beach, Wilmington, and Washington, D.C. The firm provides trust services through Tiedemann Trust Company, a state-chartered trust company located in Wilmington, Delaware. Together, Tiedemann oversees approximately $25 billion in assets.

Job Description

As a Data Entry Clerk, you will be responsible for accurately inputting and maintaining various types of data into our CRM system. This is a crucial role in ensuring the integrity and accuracy of our data.

Responsibilities:

- Perform data entry tasks with speed and accuracy

- Transcribe, type, and verify data from source documents

- Collect and enter data into databases or spreadsheets

- Create and update records with new information

- Maintain electronic and hard copy filing systems

- Retrieve data from the database or electronic files as requested

- Perform regular backups to ensure data preservation

- Sort, organize, and file documents after entering data

- Assist with order entry tasks as needed

Experience:

- Proven experience in office administration or data entry role

- Proficient in using computerized systems for data entry

- Strong knowledge of Microsoft Excel, including pivot tables

- Excellent typing skills with high accuracy and attention to detail

- Familiarity with data collection processes and procedures

- Ability to prioritize tasks and meet deadlines

- Strong organizational skills with the ability to multitask effectively

This position offers a great opportunity for someone looking to utilize their data entry skills in a dynamic work environment. If you meet the qualifications and are looking to contribute to a growing team, we encourage you to apply.

Benefits:

• 401(k)
• 401(k) 3% Match
• Flexible schedule
• Health insurance
• Paid time off
• Paid training
• Professional development assistance
• Work from home