Data Entry Assistant

Tschetter Group • Bellevue, WA

1d • Onsite

About The Position

Tschetter Group is an independent advisory firm focused on building lifelong client relationships through investment management and planning. The firm is hiring a Data Entry Assistant for a short-term data cleanup project supporting its AI and automation initiatives. The primary focus is reviewing and renaming files in SharePoint according to the firm’s established naming convention to improve the organization and searchability of information and prepare data for greater use in AI and automation.

This role is suited to an organized, efficient, detail-oriented person comfortable with repetitive work requiring accuracy and consistency. The position involves exposure to confidential client, business, and financial industry information, which must be handled professionally and discreetly. The role is temporary and part-time, based in the Bellevue, Washington office, for approximately four weeks at 20–25 hours per week. Scheduling flexibility around class schedules is available within the stated work hours of 8:00 a.m. to 5:00 p.m. Compensation is $20 per hour.

Requirements

• Ability to work independently and collaboratively in a fast-paced environment while maintaining a high level of accuracy.
• Strong verbal and written communication skills and keen attention to detail.
• Commitment to maintaining confidentiality and professionalism in all interactions.
• Drive and desire to help and serve others.
• High emotional and social intelligence.
• Availability to work in person at the Bellevue office 20–25 hours per week during the hours of 8:00 a.m.–5:00 p.m.

Nice To Haves

• College student with an interest in business, technology, finance, or related fields.
• Proficiency in Microsoft Office Suite and SharePoint.

Responsibilities

• Review and rename files in SharePoint according to Tschetter Group’s established firm-wide file-naming convention.
• Work through assigned files systematically and efficiently while maintaining accuracy and consistency.
• Communicate questions and seek guidance when additional information is needed.
• Track progress and completed work throughout the project.
• Maintain confidentiality when working with client, company, and financial information.
• Collaborate with Tschetter Group team members overseeing the project.
• Assist with related data cleanup or administrative tasks as needed.

Benefits

• Exposure to the operations of an independent financial advisory firm.
• Hands-on experience working with SharePoint and business information in a professional environment.
• Exposure to how data organization and file management support AI and automation initiatives.
• Experience contributing to a defined, firm-wide technology and data improvement project.

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: No Education Listed