Job Description

Data Entry Analyst
Job Number: 21-08813
Be part of the Financial Services Industry. Eclaro is looking for a Data Entry Analyst for our client. 
Eclaro’s client is one of the largest Insurance Brokerage and Consulting Firms in the United States. If you’re up to the challenge, then take a chance at this rewarding opportunity!
  • Assist the data conversion team by confirming the portfolio membership for every household for Client (Roughly 1200 households)
    • Will compare Investment Policy Statement (IPS) goal notes against Signed IPS
    • Compare signed IPS against Legacy Trading System (Eclipse)
    • Confirm accounts that belong in portfolios are in the portfolio in Eclipse
    • Create a master spreadsheet tracking various data points
  • Assist with the E-filing of Trades and IPS updates
Required Skills:
  • Extensive excel skill and be able to work independently following appropriate instructions
If hired, you will enjoy the following Eclaro Benefits:
  • 401k Retirement Savings Plan administered by Merrill Lynch
  • Commuter Check Pretax Commuter Benefits
  • Eligibility to purchase Medical, Dental & Vision Insurance through Eclaro
If interested, you may contact:
Kath Torres
Kath Torres | LinkedIn
Equal Opportunity Employer: Eclaro values diversity and does not discriminate based on Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

Application Instructions

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