CRM Data Entry & Financial Assistant

About the Role

We are seeking a detail-oriented CRM Data Entry & Financial Assistant to support data management, reporting, reconciliation, and administrative tasks for a funding and investment-related business.

This role is ideal for someone who is highly accurate, organized, and comfortable working with repetitive data tasks across CRM systems, spreadsheets, and financial platforms. The right candidate should be focused, reliable, and able to handle sensitive financial information with professionalism.

Key Responsibilities

• Enter, update, and maintain accurate data across CRM and financial systems.
• Reconcile CRM data when updating records to ensure information is accurate, complete, and consistent.
• Export and organize daily reports from CRM platforms.
• Prepare and send clear summary reports to internal stakeholders.
• Cross-check data between systems and flag discrepancies.
• Investigate and correct data mismatches, missing information, duplicate records, and reporting inconsistencies.
• Assist with financial data entry in QuickBooks or similar accounting software.
• Maintain organized digital records and cloud-based files.
• Support data cleanup, system updates, and general administrative tasks.
• Help improve data organization, reconciliation, and reporting workflows over time.

Qualifications

• Experience with CRM data entry, data reconciliation, or administrative data management.
• Strong reconciliation skills, especially when reviewing and updating CRM records.
• Strong attention to detail and accuracy.
• Comfortable working with spreadsheets, CRM systems, and cloud-based tools.
• Experience with financial, funding, lending, or investment-related data is a plus.
• QuickBooks experience is preferred.
• Ability to handle repetitive tasks with consistency and focus.
• Strong written communication skills.
• Professional, disciplined, and able to work independently.
• Comfortable following structured processes and meeting daily reporting deadlines.

Ideal Candidate

The ideal candidate is dependable, precise, and focused. This is a strong fit for someone who enjoys organized data work, can spot small errors, reconcile records across systems, and prefers a professional, task-focused work environment.

Job Details

• Job Type: full-time
• Industry: Financial Services / Funding / Investment Operations
• Work Setup: Remote
• Experience Level: Mid-level administrative or data support experience preferred