Are you a skilled data entry professional looking for a remote role that offers flexibility and a chance to work with a financial services firm? Look no further! We have an opening for a Data Entry Virtual Assistant to support a Manchester-based company that provides tailored financial planning and advisory solutions.

Employment Type: Permanent or Freelance

Firm: A Manchester-based financial services firm

Job Location: Remote (with options available)

Language Required: English (strong written and verbal communication skills)

Full job description

About the Role

We’re hiring a remote Data Entry Virtual Assistant to support a Manchester-based financial services firm that provides tailored financial planning, investment management, and business advisory solutions to individuals and organisations.

The Data Entry Virtual Assistant will play a vital role in maintaining accurate and up-to-date financial records, client information, and internal databases. The ideal candidate will have strong attention to detail, administrative experience, and be comfortable handling confidential financial data.

Key Responsibilities

Accurately enter and update client and financial data

Maintain and manage digital records, spreadsheets, and CRM systems

Conduct regular data audits and error correction

Support client onboarding, compliance documentation, and data checks

Collaborate with internal teams to respond to data-related requests

Ensure GDPR compliance and handle sensitive information responsibly

Required Skills & Qualifications

2+ years of experience in data entry, virtual assistance, or administrative support

Prior experience working with financial data or within a finance-related environment is strongly preferred

Proficiency in Excel/Google Sheets (e.g., using formulas, filters, data validation, pivot tables)

Comfortable using CRM platforms (e.g., HubSpot, Salesforce) and document management tools

Strong English communication skills both written and verbal

High level of accuracy, organisation, and attention to detail

Able to manage multiple tasks, prioritise effectively, and meet deadlines with minimal supervision

Basic understanding of data protection and confidentiality standards (e.g., GDPR awareness)

Tech-savvy and comfortable learning new tools or systems quickly

Application Process

If you’re interested in this opportunity, send your application via email to careers@jtccs.net

Excited to hear from talented individuals who are passionate about data entry and financial services. Don’t hesitate to get in touch and take the first step towards joining their team!

Important Note: No fees or charges apply for this opportunity.