ATG is looking for a Data Entry Professional. Our client is a private investment firm founded in 2001 that specializes in exclusive access to unique alternative investments. The ideal candidate will exhibit high standards, excellent communication skills, and trustworthiness, with a strong drive to succeed. PLEASE NOTE: This prestigious firm takes hiring seriously and is very methodical. They have a robust interview process that can take 2-4 weeks to complete, depending on how quickly the candidate completes each phase.
Data Entry Professional
This position will allow you to learn aspects of our business to help achieve the firm's highest priority outcomes. Additionally, this position will allow you to grow into another position within the organization after demonstrating your value. The Data Entry Professional is responsible for supporting the Investor Relations Team in all capacities.
Key Responsibilities:
Support the Capital Formation and provide them with tools and materials that will accelerate their success
Support, attend, or participate in company events and other initiatives as required
Prepare subscription agreements for investors
Manage e-mail and telephone conversations in a timely manner
Manage ongoing workflows for subscription agreements in automated investment platforms
Conduct quality control around investor onboarding, documentation, systems and processes
Success as a Data Entry Professional will be measured by your:
Ability to deliver quality work on time, with excellent attention to detail
Focus on finding ways to help our Team succeed and provide significant value to our Partners
Capacity to work within and across teams to bring success to all members of the firm
Requirements:
Bachelor's degree
1-2 years prior experience in a related field
Proficiency in Salesforce is a plus
Ability to work in a fast-paced environment under strict deadlines
Exceptional organizational and written communication skills with exacting attention to detail
Proficiency with Microsoft Office
Selfless team player with a strong work ethic
Compensation Structure:
Base salary will be commensurate with experience
Bonus opportunity will be tied to effectiveness measured by a periodic goal-setting process, with the amount of opportunity depending on value added to the organization and firm profitability
After 30 days of employment, you will be eligible to participate in our Matching 401k plan
We offer a generous PTO plan, along with an excellent Benefit Portfolio