atomos wealth
Summer Data Entry Assistant
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Summer Data Entry Assistant
Summer Data Entry Assistant – 3x Roles (Bristol/Nottingham)
Career Opportunity
This role offers an opportunity to build experience within a regulated financial services environment, supporting a structured client remediation project. Gain exposure to:
- Operational processes
- Client communications
- Data-driven case management
- Broader skills in financial services operations
About the Role
We’re recruiting for 3x Summer Data Entry Assistants to be based in Bristol and Nottingham for a 3-month period (July, August & September). Ideal for those looking to support a client remediation project in a dynamic work environment.
Accountabilities
To excel in this role, successful candidates will:
- Maintain accurate and up-to-date case records in our CRM system (Xplan)
- Support end-to-end processing and tracking of remediation cases
- Manage client communications, including:
- Handling responses to remediation updates
- Drafting professional correspondence
- Validate client information (e.g., verified bank details) via approved channels
- Ensure all case files and documentation are:
- Complete
- Correctly uploaded to internal systems
- Contribute to accurate reporting & Management Information (MI)
- Identify opportunities for continuous process improvement and system optimisation
- Uphold strict confidentiality, accuracy, and compliance ethics
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Skills & Experience
We’re seeking motivated candidates who:
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- Are a recent graduate or summer role-seeker
- Have previous office work experience
- Exhibit strong attention to detail and expertise in data management
- Communicate clearly in written and verbal formats
- Can multitask effectively and prioritise workloads
- Adaptability to use new systems quickly
- A Basics of Excel (e.g., data entry, simple reporting) proficiency
- Bonus points for experience in:
- Financial services
- Case management
- Remediation project handling
Why join us? You’ll thrive in an agile, supportive environment that fosters skill development. Collaborative projects, varied tasks, and a structured yet flexible approach offer long-term career progression opportunities.
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