Overview

Office Data Entry Clerk Jobs in Des Moines, IA at AlTi Tiedemann Global

Title: Office Data Entry Clerk

Company: AlTi Tiedemann Global

Location: Des Moines, IA

Company Description

Tiedemann Advisors is an owner-managed independent investment and wealth advisor with a single focus: to make sure our clients’ wealth accomplishes what matters most to them. Tiedemann provides high-net-worth individuals, families, trusts, foundations and endowments with customized, objective investment management, trust and estate, and wealth planning services. We are proactive, innovative advisors who provide access to a broad set of exceptional investment strategies globally, including impact or responsible investments, and full transparency on investment decisions, fees and performance. Serving clients since 1999, Tiedemann Advisors is headquartered in New York, with offices in San Francisco, Seattle, Portland, Dallas, Aspen, Wilmington, Palm Beach, Wilmington, and Washington, D.C. The firm provides trust services through Tiedemann Trust Company, a state-chartered trust company located in Wilmington, Delaware. Together, Tiedemann oversees approximately $25 billion in assets.

Job Description

As a Data Entry Clerk, you will play a crucial role in ensuring the smooth operation of our business. Your primary responsibilities will include accurately entering and maintaining data related to our countertop fabrication projects and assisting with phone duties to support our customer service efforts. This role requires attention to detail, strong communication skills, and a commitment to delivering exceptional customer service.

Key Responsibilities

Data Entry:

Accurately input data into our computer systems, including project details, customer information, and inventory records.

Update and maintain existing records to ensure data accuracy and completeness.

Organize and categorize digital and physical documents related to countertop fabrication projects.

Phone Duties:

Professionally answer and manage incoming phone calls, providing information and assistance to customers and clients.

Direct customer inquiries to the appropriate department or team members.

Customer Service:

Deliver excellent customer service by addressing customer concerns and inquiries promptly and courteously.

Maintain a friendly and helpful demeanor when interacting with customers over the phone or in person.

Administrative Support:

Assist in maintaining and organizing paperwork, documents, and files related to countertop fabrication projects.

Collaborate with colleagues to ensure smooth project transitions and data sharing.

Qualifications

High school diploma or equivalent. Some college coursework or a relevant certification is a plus.

Previous data entry experience is preferred.

Excellent communication and phone etiquette skills.

Strong organizational skills with high attention to detail

Proficiency using computer software and data entry tools.

Ability to work well under pressure and handle multiple tasks efficiently.

Team player with a positive attitude and a commitment to providing excellent customer service.

Working Conditions

Office-based role with regular use of a computer and phone.

Potential exposure to a manufacturing environment when visiting the fabrication facility.

Job Type: Full-time

Pay: $26.00 – $37.00 per hour

Expected hours: 40 per week

Benefits

401(k)

401(k) matching

Dental insurance

Flexible schedule

Health insurance

Health savings account

Life insurance

Paid time off

Referral program

Retirement plan

Vision insurance

Schedule

8 hour shift

Day shift

Monday to Friday

No nights

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