JTW Advisors LLC · 5 days ago
Temp Position: Salesforce CRM Data Entry and Data Scrubbing – Philadelphia, PA
JTW Advisors LLC is a boutique investment banking firm focused on the homebuilding and related industries, seeking a data entry specialist for a temporary position. The role involves maintaining and organizing data within Salesforce and supporting general administrative data needs across the firm.
AdviceFinanceFinancial ServicesReal Estate Investment
Responsibilities
Identifying and consolidating duplicate Accounts, Contacts, and Companies in Salesforce
Manually transferring information between records and removing redundant entries
Maintaining clean and accurate datasets across Salesforce and Excel
Preparing and formatting data for mass uploads related to active transactions
Ensuring the correct companies, contacts, and counterparties are associated with each deal
Executing repetitive data entry tasks with accuracy and speed
Supporting general administrative data needs across the firm
Qualification
Required
Experienced data maintenance person, early-career professional, or recent college graduate is preferred
Strong attention to detail
Familiarity with Excel (sorting, formatting, entering data)
Familiarity with Salesforce is helpful, but training can be provided
Comfortable following clear instructions and completing repetitive tasks
Ability to communicate effectively with team members
High level of motivation and individual initiative
Good sense of humor is a must
Applicants must be authorized to work in the United States
Selected candidates will be required to take a background check and comply with the firm's non-disclosure, confidentiality, and insider trading policies as a condition of employment
Company
JTW Advisors LLC
JTW Advisors LLC is a Mergers and Acquisitions advisory firm focused exclusively on the homebuilding and land development industry.
Funding
Current Stage
Early StageRecent News
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