Data Entry and Research Assistant

100 S Ridge St, suite 101, Breckenridge, 80424 | 08/04/2017 | Ad id: 8-0000096925

Data Entry and Research Assistant Data Entry and Research Assistant  

Company: We provide consulting services to Financial Advisors and financial firms.  Location Summit County, Colorado and work in the downtown Breckenridge office, CO. Great office with an even better view.  

Do you love data, content development and research? Would you be interested in supporting and being a part of an explosive growth dynamic company with a team atmosphere? We are hiring a Data Entry and Research professional to fulfill a meaningful role in a collaborative team environment. We’re looking for a dependable, analytical and detailed oriented person for data entry into our CRM and pro formas, copyediting and formatting company content, and various ongoing research assignments.

Daily responsibilities
Entering information into our Salesforce CRM database, data entry for our clients pro forma cash flow analysis, researching projects on our CRM data and reports, editing and formatting content on company studies, analysis, marketing and consulting documents, internal and external statistical analysis research, and various matrix  research analysis projects on our current and potential clients.

Typing speed minimum requirement: 60-80 WPM
Tech savvy with the ability to quickly learn our CRM system
Comfortable with pro forma spreadsheets
Detailed, organized, professional, and dependable
Ability to thrive in a fast paced environment
Proficient with Mac, Word, Excel
Basic copyediting and grammar proficiency     

Working schedule
Monday - Friday usually from 8am - 4pm

Preferred Qualifications
Bachelor's degree in Accounting, Finance, Economics or equivalent work experience.
Prior experience with data entry a big advantage  

Base salary from $40,000 to commensurate with background and experience
30 paid vacation days per year (some days must be taken during certain holiday periods)       

To apply for this position please email your resume and a cover letter sharing why you're the ideal candidate for this role. Submit to:   Advisorbox Breckenridge area preferred. Darin (970) 646-1100