Data Entry Assistant

Job Title:

Data Entry Assistant Location:

Oviedo, Florida Job Type:

Full-time Department:

Estate Planning Reports To:

Managing Partner Job Summary:

We are seeking a detail-oriented, tech-savvy Data Entry Assistant to join our team. This role involves handling complex data entry tasks that require precision, speed, and advanced computer proficiency. The ideal candidate will have experience managing web-based drafting tools, and ensuring the accuracy and integrity of data across multiple systems. Our full-time team enjoys fully paid health insurance benefits, generous holidays, and a liberal vacation policy.

Key Responsibilities:

Accurately enter, update, and verify data in various databases and software platforms Maintain and organize data with high attention to detail Perform document quality audits and correct inconsistencies or errors Generate completed estate planning documents and assist with the execution and delivery of estate plans Collaborate with other departments to ensure data consistency and integrity Follow data management policies and procedures to maintain confidentiality and compliance Identify opportunities for process improvements and automation Troubleshoot issues with data systems or software tools

Qualifications:

Proven experience in a high-volume data entry role Proficiency in Microsoft Excel, Word and other Microsoft Office applications. Experience with HotDocs, Wealth Docx, Elder Docx or Business Docx is a plus. Strong keyboarding skills with above average typing speed Ability to work independently and prioritize multiple tasks in a deadline-driven environment Strong problem-solving skills Excellent written and verbal communication skills High school diploma or equivalent required; Associate's or Bachelor's degree preferred

Preferred Skills:

Experience with data automation tools including HotDocs, or other estate planning drafting software systems. Working knowledge of project management tools (e.g., Clio)

Salary Range:

$35,000-$50,000 depending on experience

Benefits:

Health insurance, PTO, paid holidays, 401k retirement plans, bonus program

Job Type:

Full-time Pay:

$35,000.00 - $50,000.00 per year

Benefits:

401(k) Health insurance Paid time off

Work Location:

In person