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Seasonal Retention Clerical Support

Keystone AdvisorsHouston, Texas, United StatesOnsite
This job is no longer open

We are looking for a skilled computer-savvy and a fast typist with a keen eye for detail. Good understanding of data confidentiality principles is compulsory.

Duties and Responsibilities


  • Process data in CRM systems
  • Prepare spreadsheets with large numbers of figures without mistakes
  • Perform verification of data by comparing it to source documents
  • Review and update existing data
  • Collect data from the database or electronic files as requested
  • Organize system backups on a regular basis to ensure data preservation

Experience/Knowledge/Skills/Abilities


  • Reporting or analyst experience is preferred
  • Good practical experience with word processing tools and spreadsheets such as MS Office Word, Excel and so on
  • Good knowledge of office equipment and computer hardware and peripheral devices
  • Strong organizational skills.
  • Ability to multitask with accuracy.
  • Ability to prioritize
  • Proven ability to meet deadlines.
  • Excellent customer service skills.
  • Ability to remain calm and professional in stressful situations.
  • Excellent verbal, written communication, and interpersonal skills.

Requirements are:



  • 2+ years' experience of working with computer applications

  • Good practical experience with word processing tools and spreadsheets such as MS Office Word, Excel

  • Good knowledge of office equipment and computer hardware and peripheral devices

  • Basic knowledge of touch typing system and database management tools

  • Fast typing skills with close attention to detail

  • Good command of English both oral and written and customer service skills
  • High school degree or equivalent

This job is no longer open

Life at Keystone Advisors

Thrive Here & What We Value* Paid time off and generous paid holidays* Open fun/friendly environment/company events* Worklife balance/flexibility* On-the-job training* Telecommuting requirements: Texas, high-speed internet* Learning and Growing opportunities* Investment in Employees' growth and development* Defined Guidelines and Framework for customer service representatives* Prioritizing member needs with multiple contact channels* Integrity, Teamwork, Tenacious, Competitive, Customer-Centric
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