Data Entry Clerk
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Job Description
About the Company
Tiedemann Advisors is an owner-managed independent investment and wealth advisor focused on ensuring clients’ wealth accomplishes their most important goals. They provide customized, objective investment management, trust and estate, and wealth planning services to high-net-worth individuals, families, trusts, foundations, and endowments. Tiedemann offers access to a broad set of exceptional investment strategies globally, including impact or responsible investments, with full transparency on investment decisions, fees, and performance. Established in 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, and oversees approximately $25 billion in assets.
Job Description
As a Data Entry Clerk, you will be a crucial part of the company’s operations. Your responsibilities will involve accurately entering and maintaining data related to countertop fabrication projects, while also assisting with phone duties to support customer service efforts. This role emphasizes attention to detail, strong communication abilities, and a commitment to providing exceptional customer service.
Key Responsibilities:
• Data Entry:
• Accurately input data into 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.
