Remote Document Review 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 looking for a detail-oriented and organized Virtual Document Review Clerk to join our remote team. In this role, you will review, organize, and manage digital documents to ensure accuracy and consistency. This position is ideal for someone who enjoys clerical work, values accuracy, and prefers a calm, task-focused environment.

Key Responsibilities

Review electronic documents for accuracy, completeness, and correct formatting

Identify and correct simple data or labeling errors

Organize files and maintain digital document folders in a structured system

Ensure confidential information is handled securely

Communicate with team members to clarify or verify document details

Update tracking spreadsheets or databases as needed

Follow company guidelines for document naming, filing, and version control

Requirements

High school diploma or equivalent (associate’s degree preferred)

Strong attention to detail and organizational skills

Comfortable working independently with minimal supervision

Proficient in basic computer programs (e.g., Microsoft Office, Google Workspace, or similar tools)

Reliable internet connection and a quiet workspace

Good written communication skills

Prior clerical, administrative, or data entry experience is a plus (but not required)

Benefits

100% remote – work from home anywhere

Flexible schedule (within deadlines)

Paid training and ongoing support

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.