Data Entry Clerk
Robert Half Office Team • Philadelphia, PA • Posted June 10, 2026
About the Role
Description
We are looking for a meticulous Data Entry Clerk to join a Financial Services team located in the Greater Philadelphia Region. This Long-term contract position focuses on processing client account information with precision, ensuring records are accurately captured across financial planning and internal systems. The ideal Data Entry Clerk candidate is comfortable reviewing financial documentation, working with multiple digital tools, and maintaining a high standard of quality in a deadline-driven environment.
What you get to do every single day:
• Review advisor-submitted intake requests and supporting files received through Microsoft Forms and organized in SharePoint.
• Extract key details from client account statements and input fund names, identifiers, balances, and holdings into financial planning software.
• Cross-check entered information against source documents to confirm completeness and accuracy before finalizing recor...
We are looking for a meticulous Data Entry Clerk to join a Financial Services team located in the Greater Philadelphia Region. This Long-term contract position focuses on processing client account information with precision, ensuring records are accurately captured across financial planning and internal systems. The ideal Data Entry Clerk candidate is comfortable reviewing financial documentation, working with multiple digital tools, and maintaining a high standard of quality in a deadline-driven environment.
What you get to do every single day:
• Review advisor-submitted intake requests and supporting files received through Microsoft Forms and organized in SharePoint.
• Extract key details from client account statements and input fund names, identifiers, balances, and holdings into financial planning software.
• Cross-check entered information against source documents to confirm completeness and accuracy before finalizing recor...