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Posted Jun 7, 2026

Experienced Document Controller | Data Entry Specialist – Financial Services Industry

At careerzynith, we're seeking a highly skilled and detail-oriented Document Controller | Data Entry Specialist to join our team. As a key member of our financial services team, you will play a vital role in managing and entering data related to 401k statements, ensuring the highest level of precision and accuracy. If you're passionate about working in a dynamic and fast-paced environment, and have a strong background in data entry and document management, we encourage you to apply for this exciting opportunity. **About careerzynith** careerzynith is a leading provider of innovative solutions in the financial services industry. We're committed to delivering exceptional results and building long-lasting relationships with our clients. Our team is comprised of talented professionals who share a passion for excellence and a drive to succeed. As a remote employee, you'll have the flexibility to work from the comfort of your own home, while still being part of a dynamic and collaborative team. **Responsibilities** As a Document Controller | Data Entry Specialist, you will be responsible for: * Reviewing and interpreting 401k statements to extract relevant data with high precision * Entering and maintaining data in a new database with a focus on accuracy and attention to detail * Leveraging Google Docs for data entry and record management, ensuring seamless integration with our proprietary in-house database * Communicating effectively with the team via Slack or similar chat platforms, providing timely updates and feedback * Handling 7-10 documents on a daily basis, ensuring a 24-hour turnaround on processing forms * Providing assistance with reporting needs as required, utilizing your analytical skills to identify trends and insights * Navigating complex documents comfortably and efficiently, with a focus on accuracy and attention to detail * Working flexibly with the ability to connect on East Coast time, ensuring seamless communication with our team * Utilizing a proprietary in-house database and PDFs for data handling and management, ensuring the highest level of security and compliance **Requirements** To be successful in this role, you will need: * A minimum of 1 year experience in a similar role within the Financial Services industry, with a strong understanding of 401k - RRSP Administration * Proven proficiency in data entry with a high level of accuracy, utilizing Microsoft Office Suite, particularly Excel * Strong experience in document control, including organizing, storing, and managing documents, with a focus on attention to detail and accuracy * Excellent written and verbal communication skills, with the ability to communicate effectively with the team via Slack or similar chat platforms * Ability to work independently with minimal supervision, with a strong focus on self-motivation and initiative * Strong analytical skills, with the ability to identify trends and insights from complex data sets **Nice-to-haves** While not required, the following skills and qualifications would be an asset in this role: * Experience with proprietary in-house databases and PDFs for data handling and management * Strong knowledge of financial services regulations and compliance * Experience with data visualization tools, such as Tableau or Power BI * Strong project management skills, with the ability to prioritize tasks and meet deadlines **Benefits** As a valued member of our team, you'll enjoy a comprehensive benefits package, including: * Medical insurance * Vision insurance * Dental insurance * Life insurance * Disability insurance * 401(k) plan **Career Growth Opportunities and Learning Benefits** At careerzynith, we're committed to helping our employees grow and develop their skills. As a Document Controller | Data Entry Specialist, you'll have access to: * Ongoing training and development opportunities, including workshops and webinars * Mentorship and coaching from experienced team members * Opportunities for career advancement and professional growth * A dynamic and supportive work environment, with a focus on collaboration and teamwork **Work Environment and Company Culture** As a remote employee, you'll have the flexibility to work from the comfort of your own home, while still being part of a dynamic and collaborative team. Our company culture is built on a foundation of: * Collaboration and teamwork * Innovation and creativity * Excellence and attention to detail * Respect and inclusivity * Continuous learning and growth **How to Apply** If you're passionate about working in a dynamic and fast-paced environment, and have a strong background in data entry and document management, we encourage you to apply for this exciting opportunity. Please submit your resume and a cover letter, outlining your experience and qualifications for this role. We can't wait to hear from you!