Data Entry Operator / Executive Assistant - Remote

Overview

Sweetgum Labs Wealth Management is seeking a detail-oriented and organized Data Entry Operator / Executive Assistant to enhance our operational efficiency and support our executive team. In this dual-role position, you will be responsible for maintaining accurate records, processing information, and assisting with various administrative tasks to ensure the smooth running of daily operations. Your contribution will be vital in helping our team maintain a high level of service for our clients as we promote financial wellness.

In Short

• Accurately enter and manage data across various platforms and databases
• Assist executives with scheduling, correspondence, and administrative tasks
• Prepare reports, presentations, and documentation for meetings
• Ensure data integrity and confidentiality by adhering to company policies
• Help organize and maintain files, both digitally and physically
• Collaborate with different teams to support various projects and initiatives
• Perform other administrative duties as necessary to support the executive team

Requirements

• Strong attention to detail and organizational skills
• Proficiency in data entry and management
• Excellent communication skills, both written and verbal
• Ability to handle confidential information with discretion
• Familiarity with various office software and tools
• Previous experience in administrative roles is a plus

Benefits

• Competitive salary
• Flexible working hours
• Opportunities for professional development
• Supportive team environment
• Health and wellness programs