Achieve · 16 hours ago
Administrative - Data Entry
Dallas, TX, USA
Full-time
Hybrid
New Grad, Entry Level
$15.50/hr - $15.50/hrAchieve is a leading digital personal finance company dedicated to helping individuals improve their financial situations. As an Operations Support Agent, you will review and manage documents to ensure they are correctly associated with client accounts, contributing to the overall mission of providing personalized financial solutions.
Financial Services
Responsibilities
Review physical and electronic documents received on behalf of clients and creditors
Perform necessary actions such as scanning documents, updating client information, or submitting customer service requests
Fast-paced data entry using company database and other systems
Exercise discretion and independent judgment concerning matters of significance
Work various work streams throughout the day
Collaborate with multiple departments to keep client information up to date and correct
Follow protocol to ensure the protection of sensitive client information
Qualification
Required
Experience with computers and with the Microsoft product line (Word, Excel, Adobe, Outlook, etc)
Ability to multi-task and produce quality work
Adaptable to change in a fast-paced environment
Strong attention to detail and accuracy
Preferred
Previous customer service or administrative experience in an office setting
Benefits
Hybrid and remote work opportunities
401 (k) with employer match
Medical, dental, and vision with HSA and FSA options
Competitive vacation and sick time off, as well as dedicated volunteer days
Access to wellness support through Employee Assistance Program, Talkspace, and fitness discounts
Up to $5,250 paid back to you on eligible education expenses
Pet care discounts for your furry family members
Financial support in times of hardship with our Achieve Care Fund
A safe place to connect and a commitment to diversity and inclusion through our six employee resource groups
Company
Achieve
Achieve is the leader in digital personal finance, built to help everyday people thrive.
Founded in 2002
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Bradford Stroh
Co-CEO/Founder
Carlyn Lamia
Vice President Strategic Initiatives, Chief of Staff to CEO
Recent News
2025-02-13
Company data provided by crunchbase