Data Entry Job at H Cap Connect, LLC, Avon, OH

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  • H Cap Connect, LLC
  • Avon, OH

Job Description

Job Title: Operations & Data Entry Specialist
Location: Avon, Ohio

About Our Client:
Our Client is a well-established wealth management firm in Avon, Ohio, dedicated to helping clients achieve their financial goals. They are seeking a highly organized and detail-oriented  Operations & Data Entry Specialist to join the team. This is a critical behind-the-scenes role that ensures client accounts are set up accurately and efficiently.

What You’ll Do:

  • Prepare and process new account paperwork

  • Update and maintain beneficiary information

  • Set up ACH transactions and electronic transfers

  • Ensure all documentation is accurate and complete

  • Follow up on missing information and outstanding items

  • Support the operations team with administrative tasks as needed

What They're Looking For:

  • Strong attention to detail and accuracy

  • Excellent data entry skills

  • Reliable follow-through on tasks and deadlines

  • Prior experience in a relevant field (such as accounting, payroll processing, or other administrative roles)

  • Comfortable working in a behind-the-scenes role with minimal client interaction

  • No college degree required, but a high school diploma or equivalent is expected

What They Offer:

  • A collaborative and supportive team environment

  • Competitive pay and benefits

  • Opportunities to learn and grow in the financial services industry

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