CRM Data Entry & Financial Assistant

We are seeking a detail-oriented CRM Data Entry & Financial Assistant to support data management, reporting, reconciliation, and administrative tasks for a funding and investment-related business.

This role is ideal for someone who is highly accurate, organized, and comfortable working with repetitive data tasks across CRM systems, spreadsheets, and financial platforms. The right candidate should be focused, reliable, and able to handle sensitive financial information with professionalism.

Key Responsibilities

• Enter, update, and maintain accurate data across CRM and financial systems.
• Reconcile CRM data when updating records to ensure information is accurate, complete, and consistent.
• Export and organize daily reports from CRM platforms.
• Prepare and send clear summary reports to internal stakeholders.
• Cross-check data between systems and flag discrepancies.
• Investigate and ...