Job Description


Job Title: Data Entry Operator – Proficient
Location: Vancouver, BC (Onsite)

Duration: + Months


Job Responsivities:
  • Review incoming requests (, client documentation updates, or advisor-initiated changes) in the queue.
  • Post-Secondary Education
  • Data Entry & Verification: Process client information (, KYC details, tax forms, investment preferences) into Client’s systems, ensuring accuracy and compliance with regulatory standards. Cross-check data against source documents.
  • Scrutinizing documents to prevent errors that could delay account activation.
  • Verify adherence to Client policies and regulatory requirements (, AML, privacy laws). Flag potential risks for review.
  • Assist with backlog reduction, process improvement suggestions, or training new hires on data entry best practices.
  • Prior exposure to financial services, wealth management, or banking operations.
  • Knowle...

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