Document Entry Clerk

Job Description

This is a remote position.

FNEX is a global leader in private securities transactions and investment banking, specializing in private stock liquidity solutions for institutional investors. The firm provides institutional access and tailored liquidity solutions across a global network of leading private companies. With deep market expertise and a focus on innovation, FNEX facilitates efficient, secure, and strategic transactions in the private capital markets.

We are seeking a detail-oriented and self-motivated   Document Entry Clerk to join our team. In this role, you will be responsible for inputting, updating, and maintaining accurate records and documents in our digital systems. This is a remote position, offering flexible hours and a supportive, team-oriented environment.

Key Responsibilities :

Enter data from physical or digital documents into internal systems accurately

Organize and categorize files for easy retrieval

Review and correct errors in entered data

Maintain confidentiality of sensitive information

Communicate with team members to clarify document details when needed

Perform light administrative tasks related to documentation and filing

Requirements

High school diploma or equivalent

Basic computer skills (typing, file management, email)

Familiarity with Microsoft Office or Google Workspace (Docs, Sheets, etc.)

Excellent attention to detail and accuracy

Good organizational and time management skills

Ability to work independently and meet deadlines

Benefits

100% remote work

Flexible schedule

Paid training

Requirements

Bachelor’s degree in Finance, Business, Economics, or a related field; MBA or CFA a plus. 5+ years of experience in account management, institutional sales, or client success in the financial services industry. Deep understanding of private capital markets, investment banking, or alternative assets. Strong interpersonal and communication skills, with a client-first mindset. Ability to manage multiple high-value accounts with attention to detail and strategy. Proven experience meeting or exceeding revenue and retention goals. Comfortable with CRM systems (Salesforce preferred) and data analysis tools.