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What You'll Own:

  • Maintain accurate, organized data across CRM, spreadsheets, and marketing platforms.
  • Design and improve how data moves between systems (Canva → Mailchimp, Snov.io lists, analytics tools, BrightLocal citations).
  • Audit records regularly to catch duplicates, gaps, or inconsistencies before they cause problems downstream.

What We're Looking For:

  • 1–2+ years in a data entry, operations, or systems-support role.
  • Highly detail-oriented — this role is judged on accuracy.
  • Comfortable in spreadsheets (Excel/Google Sheets) and learning new platforms quickly.
  • Process-minded: sees a messy workflow and wants to fix it, not just push through it.

Daybook Financial Group

We are a financial services group that helps clients with financial planning and investment management. Our team is small but growing, and we value attention to detail, process improvement, and reliable data.

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