data entry Montreal
Job description
Richter Office: Montreal
Overview
Richter is a Business | Family Office that provides strategic advice on business matters and on families’ financial and personal objectives across generations. With close to 100 years of experience advising at the intersection of family and business, Richter has developed an integrated approach to help business owners find sustainable success. Whether business, personal, or both, Richter is uniquely positioned to address the needs of Canada’s most successful entrepreneurs, private clients, business owners and business families and help them chart a clear path to shape their legacy for the future. Founded in 1926, Richter’s 600-person multidisciplinary team continuously innovates to create value for our people, clients, and community in Canada and in the US.
What we offer:
- The chance to become a strategic business partner with our clients, building relationships directly with entrepreneurs and businesses to provide them with meaningful advisory services
- The opportunity to develop your career with the direct support of your managers and firm partners; and
- A culture that values work-life balance and mental health and well-being. Our firm has taken a fresh approach to these issues, offering a hybrid work environment with flexible hours and resources to support you in your personal journey.
- Investment in your continuing education and professional development through a variety of learning offerings and tuition reimbursement
A day in the life of a Data Entry Specialist:
- Review Client and Engagement record setup checking for completion and accuracy.
- Validate and post client invoices.
- Review contact information entered checking for accuracy and ensuring duplicates don’t exist.
- Interacting with users to resolve data quality issues.
- Generating data governance reports and identifying data anomalies.
- Identify recurring data quality issues and escalate within the application support team.
- Assist the Application Support team in setting up Employee and User records in the ERP and CRM systems.
About You:
- You have a great ability to review and analyze data.
- You have outstanding attention to detail and a meticulous approach to work.
- You have strong communication skills in both official languages.
- You can utilize problem solving/trouble shooting-skills and recommend solutions.
- You are a strong independent learner and are committed to continuous improvement.
- You can maintain a high level of performance under the pressure of time restraints and a fast paced, changing environment.
- You have accurate and efficient keyboarding and data entry skills
Requirements:
- Knowledge of computer software applications.
- Post-secondary degree/certification or related work experience
- Strong analytical and troubleshooting skills.
- Experience in a software support environment is an asset
- Experience with Salesforce or other CRM applications are an asset.
- Experience with Deltek or other ERP systems are an asset.
- Experience in a Professional Services environment are an asset.
What’s in it for you?
- Competitive group benefits which include group insurance, Health Spending Account, savings plans, and Employer Contribution Matching
- Employee and Family access to virtual healthcare network
- Employee and Family Assistance Programs, including consultations with mental health professionals
- Annual Health & Well-being Program
- Hybrid work Environment
- Competitive Performance Bonus
- Tuition Reimbursement
- Professional Dues Reimbursement
- CFE leave financial support
- Academic Incentives
- Talent referral bonus
- Client referral bonus
- Access to an on-demand concierge nannying, babysitting, and tutoring service
- Annual employee rewards and recognition
Your application
We are excited to meet motivated professionals who are looking for career growth in a mid-sized family minded firm and have a strong background in building and fostering relationships.
Sounds like you? Apply today!
