
Implementation Data Entry Specialist
2 days ago
Summary Of Activities
General Data Entry & System Tasks:
- Assist with data entry in EVO, Salesforce, and other systems
- Auto / Email payrolls
- CSR reassignment (EVO & SF)
- Client EE Portal Registrations
- Client Tax Portal Setups
- Process client terminations/no starts
- Client Calendar Setup
- Client Shell Setup
Employee Demographic Setup
- First and Last name
- Complete Address
- Social Security Number
- Federal/State filing statuses
- State taxes to be withheld
- Locals (if applicable) to be withheld
- Hourly Rate of pay or Salary
- Per payroll deductions (insurance, 401K, etc.)
- Reimbursements (if applicable)
- Direct deposit information (Bank account/Routing number)
- Accrual balances (if applicable)
- State-mandated sick accruals
- State-mandated 401K
Audits & Compliance Tasks
- Client Audits
- Billing Audits
- Tax Portal Setups
- GL Setups
Administrative & Support Tasks
- Upload documents to Salesforce
- Communicate with Implementation Specialists and other team members regarding tasks in progress
- Maintain or exceed production and quality standards set forth
- Communicate to Operations Support Leaders regarding quality or service concerns
- Other duties as assigned
Skills & Competencies
- Attentive to detail
- Able to multi-task effectively
- Able to follow procedures to execute a task
- Able to make suggestions and adapt processes when something doesn't work as expected
- Strong typing and data entry skills
- Able to navigate web browsers and multiple systems simultaneously
- Excellent time management and organization skills
- Able to effectively communicate in written form with internal partners
- Able to work well under pressure and tight timeframes
- Basic MS Word and PowerPoint skills
- Intermediate MS Excel skills (pivot tables, charts, VLOOKUP, etc.)
- Trustworthy and reliable
Requirements
- Experience managing and executing data entry tasks
- Must be able to work during US daytime business hours and 40+ hours per week
- Must work in the office (remote/work from home not available)
Work Set-up
Office
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