Data Entry and Document Clerk

Job Description

This is a remote position.

FNEX is a global leader in private securities transactions and investment banking, specializing in private stock liquidity solutions for institutional investors. The firm provides institutional access and tailored liquidity solutions across a global network of leading private companies. With deep market expertise and a focus on innovation, FNEX facilitates efficient, secure, and strategic transactions in the private capital markets.

We are seeking a detail-oriented and organized Data Entry and Document Clerk to join our remote team. The ideal candidate will accurately input, update, and maintain data in company systems while managing digital documents to ensure records are complete and accessible. This is an easy, entry-level position suitable for individuals with strong attention to detail and basic computer skills.

Key Responsibilities :

Enter, update, and verify data in spreadsheets, databases, or online systems

Maintain and organize digital files and company documents

Review data for errors or missing information and make necessary corrections

Assist with uploading, naming, and categorizing documents

Ensure confidentiality and security of sensitive information

Generate simple reports or summaries as requested

Perform other administrative support tasks as assigned

Requirements

High school diploma or equivalent

Basic computer skills (Microsoft Office, Google Workspace, or similar)

Strong attention to detail and accuracy

Good written and verbal communication skills

Ability to work independently and meet deadlines

Reliable internet connection and access to a computer or laptop

Benefits

100% remote — work from anywhere

Flexible schedule

Paid training and ongoing support

Requirements

Bachelor’s degree in Finance, Business, Economics, or a related field; MBA or CFA a plus. 5+ years of experience in account management, institutional sales, or client success in the financial services industry. Deep understanding of private capital markets, investment banking, or alternative assets. Strong interpersonal and communication skills, with a client-first mindset. Ability to manage multiple high-value accounts with attention to detail and strategy. Proven experience meeting or exceeding revenue and retention goals. Comfortable with CRM systems (Salesforce preferred) and data analysis tools.