Data Entry Specialist
The Hayes Team at Equitable Advisors
Sandy Springs, GA US
Posted ago
The Hayes Team at Equitable Advisors

We're looking for a professional, detail-oriented data entry specialist for our growing Wealth Management and Retirement Planning team. Your top priority will be to help the sales team "seal the deal" by helping clients by setting up their accounts, completing paperwork and following up to make sure the client is happy and the paperwork is done accurately. You will get to have daily interaction with the clients and help them fulfill their financial goals.

The position has growth opportunities as the team expands as well. If you are interested in getting into retirement income planning and wealth management field, this a great opportunity to get in without your securities and insurance licenses and learn the ropes!

Our successful candidate will have great communications skills, fantastic organization skills and a meticulous eye for detail. If this sounds like you, apply today!


  • Ensure exceptional customer service is provided to current and new clients. Track and monitor communications and keep record.
  • Manage the flow of client paperwork in the office from start to finish.
  • Keep the sales team informed on how their paperwork is coming and how their client is.
  • Follow up with clients to be sure the paperwork is done completely and accurately.


  • Exemplary communication skills, math skills, relationship skills and customer service skills are vital.
  • Administrative experience and/or customer service experience preferred.
  • Keen attention to detail and extremely organized.
  • Loves create and following check-lists.
  • Great communication skills and enjoys talking to people one on one.
  • Task-master with a strong work ethic.
  • Expert-level typing proficiency
  • Great computer and technology skills. Able to learn new computer programs with ease.

$13.50 - $16 hourly
About The Hayes Team at Equitable Advisors

This emerging financial services company is growing fast! We need a person to help complete paperwork to set up our new clients, so we can catapult our sales efforts and double/triple our success. We have a ton of clients and are great at closing them and servicing, but we are not good at paperwork, so we are looking for someone who is, and who can help grow with us and take our team and company to the next level.

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