Overview
Wealth Management Administrative Assistant Jobs in Fort Atkinson, WI at PremierBank
Job Summary
We are seeking a detail-oriented and organized Data Entry Clerk to join our team. The ideal candidate will be responsible for accurately entering and managing data within our systems, ensuring that all information is up-to-date and easily accessible. This role requires a high level of attention to detail and the ability to work efficiently in a fast-paced environment.
Duties
Input and update data into databases and systems with precision.
Perform order entry tasks, ensuring accuracy in all transactions.
Utilize Excel for data management, including creating and managing pivot tables.
Maintain organized files and records for easy retrieval of information.
Conduct regular audits of data to ensure integrity and accuracy.
Assist with clerical tasks as needed, including filing and document preparation.
Collaborate with team members to streamline data entry processes.
Skills
Proficiency in Excel, including experience with pivot tables and other advanced functions.
Strong organizational skills with the ability to manage multiple tasks effectively.
Familiarity with various database systems for efficient data entry and retrieval.
Basic math skills for accurate order processing and data verification.
Experience in clerical work, demonstrating attention to detail in all tasks.
Ability to work independently as well as part of a team in a collaborative environment.
Experience Requirements
Daily management of on-site administrative services for EODGRU ONE and its seven ECH V subordinate units. Proficient in daily operations accounting support using automated financial management systems, including the Command Financial Management System (CFMS), Expected to handle approximately 25 funding requests per week from EODGRU ONE and its seven ECH V subordinate units. Prepare funding documents (including NC2275, NC2276, and NC2276a) in automated financial systems and route them for approval. Retrieve funding document request information daily from the Comptroller Resource Tool (CRT) and transfer/upload information into CFMS and ERP. Ensure all required Key Supporting Documents (KSD) are uploaded to each CFMS entry. Investigate and resolve system interface issues and other discrepancies promptly. Identify and obtain any missing supporting documentation from EODGRU ONE and its seven ECH V subordinate units to ensure accuracy in preparing funding documents. Provide a weekly workload report to EODGRU ONE N4 capturing the number of CFMS entries started, completed, pending, and noting challenges such as missing documents or incomplete information. This new role ensures comprehensive administrative support, enhancing the efficiency and accuracy of financial management within EODGRU ONE and its subordinate units.
If you are passionate about data management and possess the necessary skills, we encourage you to apply for this exciting opportunity as a Data Entry Clerk.
Job Type: Full-time
Pay: $24.43 – $26.97 per hour
Schedule:
8 hour shift
Work Location: In person
Title: Wealth Management Administrative Assistant
Company: PremierBank
Location: Fort Atkinson, WI
