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Data Entry Assistant - Servicelink, Clientsource, or BTS/Broadridge

Data Entry Assistant - Servicelink, Clientsource, or BTS/Broadridge

On site

Toronto, Canada

Junior

Freelance

26-09-2025

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Skills

Communication Time Management Task Prioritization Prioritization Problem-solving Attention to detail Databases

Job Specifications

Daily Responsibilities

Describe a typical 'day in the life':

The successful candidate for the role will require high attention to detail, strict adherence to SLAs, and effective task prioritization in a time sensitive environment. Tasks and workloads will come in from many different avenues from web-based applications to emails and the responsibility of the candidate is to be able to both effectively and successfully juggle different prioritizing tasks.

Project Name(s), if applicable

Please provide a brief project description:

N/A

Essential Programs/Technology/Software Knowledge

Microsoft programs like Word, Excel, Outlook, and Access database. They will also use WM specific applications such as Clientsource, Servicelink, Broadridge, etc.

Candidate will need to know how to pull data from application systems and be able to quickly massage information from reports. Having a strong understanding and possessing an advanced proficiency in utilizing Excel and Access Databases is nice to have.

Must-Have Skills/Experiences and/or Education, Certifications, Qualifications, Designations

Post-Secondary Education Ideal (College/ University)
Ability to communicate effectively, both verbally and in writing
Ability to handle multiple priorities in a fast paced and deadline driven environment
Ability to work well and maintain composure under pressure
Excellent time management and problem-solving skills with the ability to proactively spot and identify issues
Ability to work well with a team or independently

Nice-to-Have Skills/Experience and/or Education, Certifications, Qualifications, Designations

2 years of job-related experience (Nice to have)
Advanced experience with Excel and Access Database, experience with data manipulation
Financial Knowledge/Wealth Management is also a nice to have
Strong written and verbal communication as candidate will be communicating with various department and groups via email
Having knowledge of Servicelink, Clientsource, or BTS/Broadridge system is nice to have

About the Company

In our relentless pursuit of greatness, we are dedicated to developing individuals, creating exceptional teams, and cultivating a unique culture of unity and care. As providers of digital talent solutions, we aim to positively impact businesses and communities globally. We would be honored to be your trusted and uncommon partner on this journey. Know more