Data Services Coordinator
About The Position
The Data Services team is a small, agile group that partners across all departments on a wide variety of projects. We are seeking a dependable and detail-oriented Data Services Coordinator who is comfortable handling sensitive client information in a fast-paced environment. The ideal candidate is proactive, organized, and thrives in both independent and collaborative work settings A key component of this position is becoming a subject matter expert in our internal data systems. This individual will serve as a resource to agents, legal, and the accounting, ensuring accuracy, consistency, and integrity in all company databases. This role supports core data management and reporting functions while also offering opportunities to contribute to stretch projects across multiple areas of the company
Requirements
- Proficiency in Microsoft Office, particularly Excel, Word, and Teams.
- Strong attention to detail and commitment to data accuracy
- Enthusiastic, proactive, and adaptable with excellent organization skills and attention to detail
- Ability to manage multiple projects simultaneously in a fast-paced environment
- Strong written and verbal communication skills
- High level of discretion and commitment to maintaining confidentiality
- Comfortable taking ownership of initiatives or providing collaborative support to the broader team
Nice To Haves
- Experience working with financial, tax, or client data preferred.
- Previous experience in data entry, reporting, or administrative support is a plus.
Responsibilities
- Respond to internal inquiries and support requests in a timely and professional manner.
- Manage and update client tax and banking information with accuracy and discretion.
- Advise internal stakeholders on proper data entry procedures and best practices.
- Identify opportunities to improve data integrity, workflows, and reporting efficiency.
- Develop ad-hoc and regular data-driven reports for key stakeholders across the company.
- Assist with cross-functional projects and support broader team initiatives as needed.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
