Join a Manchester-based financial services firm as a remote Data Entry Virtual Assistant! Support their financial planning, investment management, and business advisory solutions by maintaining accurate and up-to-date financial records, client information, and internal databases. If you have strong attention to detail, administrative experience, and are comfortable handling confidential financial data, this role is perfect for you!

Quick Snapshot

Employment Type: Permanent or Freelance

Firm: Manchester-based financial services firm

Job Location: Remote, based in Manchester, United Kingdom

Work Schedule: Flexible

Language Required: English

About the Role

Were hiring a remote Data Entry Virtual Assistant to support a Manchester-based financial services firm that provides tailored financial planning, investment management, and business advisory solutions to individuals and organisations.

The Data Entry Virtual Assistant will play a vital role in maintaining accurate and up-to-date financial records, client information, and internal databases. The ideal candidate will have strong attention to detail, administrative experience, and be comfortable handling confidential financial data.

Key Responsibilities

• Accurately enter and update client and financial data
• Maintain and manage digital records, spreadsheets, and CRM systems
• Conduct regular data audits and error correction
• Support client onboarding, compliance documentation, and data checks
• Collaborate with internal teams to respond to data-related requests
• Ensure GDPR compliance and handle sensitive information responsibly

Required Skills & Qualifications

• 2+ years of experience in data entry, virtual assistance, or administrative support
• Prior experience working with financial data or within a finance-related environment is strongly preferred
• Proficiency in Excel/Google Sheets (e.g., using formulas, filters, data validation, pivot tables)
• Comfortable using CRM platforms (e.g., HubSpot, Salesforce) and document management tools
• Strong English communication skills both written and verbal
• High level of accuracy, organisation, and attention to detail
• Able to manage multiple tasks, prioritise effectively, and meet deadlines with minimal supervision
• Basic understanding of data protection and confidentiality standards (e.g., GDPR awareness)
• Tech-savvy and comfortable learning new tools or systems quickly

Application Process

To apply, simply send your resume to careers@jtccs.net. Make sure your resume highlights your relevant experience, skills, and qualifications for the Data Entry VA role. The firm will review applications and contact suitable candidates for further discussion.

Documents Needed:

• Resume

This job opportunity is completely free, and there’s no fee attached to it.