Beyond Wealth Management

DATA ENTRY & RECORDS SPECIALIST

Beyond Wealth Management

Houston, TX · Remote eligibility: United States
remote
Full-Time
$53,000 - $79,000/yr
Posted 8/6/2026
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Job Description

About the Role As a Data Entry & Records Specialist at Beyond International Group, you will play a crucial role in maintaining the integrity and organization of our business records. This position involves supporting day-to-day data entry, document control, and record maintenance, ensuring that internal teams can rely on accurate information for operations, reporting, and compliance. We are looking for a detail-oriented individual who thrives in a process-driven environment.

Key Responsibilities:

  • Enter, update, and verify records across internal systems and spreadsheets to ensure data accuracy.
  • Organize, file, and maintain both physical and digital documents for easy retrieval.
  • Review source documents for completeness, accuracy, and consistency before data entry.
  • Track missing information and follow up to resolve data gaps effectively.
  • Support record retention, retrieval, and basic document control processes to maintain compliance.
  • Assist with routine administrative tasks related to records and data quality.
  • Flag discrepancies or errors to the appropriate internal contact for timely correction.

Qualifications:

  • 2-5 years of experience in data entry or records management is required.
  • Proven experience maintaining organized digital and/or physical filing systems.
  • Strong ability to verify data against source documents for accuracy.
  • Experience handling repetitive, process-driven tasks with a high level of consistency.
  • Basic proficiency with spreadsheets and standard office software is essential.

Preferred Skills (Optional)

  • Experience in financial services, investment management, or real estate is a plus.
  • Familiarity with compliance, audit, or record-retention workflows is advantageous.
  • Previous experience supporting a small-company or high-growth environment is desirable.

Work Environment & Culture:

We offer a remote work arrangement with flexible working hours, allowing you to balance your professional and personal life. This role provides the opportunity to support a mission-driven financial services and investment platform, with direct exposure to records and operations workflows in a lean, collaborative team.

Learn more about Beyond Wealth Management:

https://www.beyond-wm.com