Experienced Data Entry Specialist – Remote Work Opportunity at arenaflex
Job Summary:
Are you a detail-oriented and organized individual with excellent communication skills? Do you have experience in data entry and reconciliation? We are seeking a highly skilled Data Entry Specialist to join our team at arenaflex, working remotely from the comfort of your own home. As a Data Entry Specialist, you will be responsible for performing daily reconciliation, trade, and transfer activities for Alternative Investments. This is a unique opportunity to work with a dynamic team, utilize your skills, and contribute to the growth and success of arenaflex.
About arenaflex:
arenaflex is a leading organization in the financial services industry, dedicated to providing innovative solutions and exceptional customer service. Our team is passionate about delivering high-quality results, and we are committed to creating a positive and inclusive work environment. As a remote employee, you will have the flexibility to work from anywhere, while still being part of a collaborative and dynamic team.
Key Responsibilities:
As a Data Entry Specialist at arenaflex, you will be responsible for:
- Refining exchange deal transactions in client accounts and identifying/ addressing discrepancies between TD Ameritrade and the fund business or transfer representatives
- Processing Corporate Activity Activities, settling/reconciling transactions activity, and processing/reconciling dividend activity
- Conducting research of complex/escalated concerns, performing testing/validation of new technology augmentations and vendor adjustments
- Completing projects in Investing, Dividends, Transfers, Reconciliation, and Corporate Actions that directly impact the Client/Advisor account
- Interacting with Retail and Institutional Service Teams using email, phone, Slack, Outlook, and Salesforce
- Collaborating with TD Ameritrade Clearing in our daily relationships with fund companies, transfer brokers, converse organizations, and other outside business partners
Evaluation and Review:
As a Data Entry Specialist, you will be responsible for:
- Reviewing registration agreements or transactions requests for Client/Advisor level exemptions
- Governing responsibilities (Examples: 2340 and 15C3-3)
- Reconciliation of Field, Dividend, and Move Breaks
- Getting Back Together all over BOS and Fund Business
- Evaluation and interpretation of suitable tax programming and corrections of tax coding
- Complication Handling
- Internal/External device improvements or issues
- Source of ruptures between TDA, the Fund, etc
- Providing method or technology service choices to Control
- Remediating transactions issues with the Fund or Opposite Company
- Customer or Business Partner Service
- Answering service companion questions concerning Fund specific requirements/eligibility
- Supplying action on Alternative Investment transactions to quicken the client request or remediate not in good order concerns
- Timely and exact conclusion of customer exchanging and dividend demands
Essential Qualifications:
* 2+ years of experience in data entry and reconciliation
- Excellent communication and organizational skills
- Ability to work independently and as part of a team
- Strong attention to detail and accuracy
- Proficiency in Microsoft Office and Salesforce
- Experience with TD Ameritrade and/or financial services industry
- Ability to work in a fast-paced environment and meet deadlines
Preferred Qualifications:
* Bachelor's degree in Business Administration, Finance, or related field
- Experience with tax programming and coding
- Knowledge of regulatory requirements (Examples: 2340 and 15C3-3)
- Experience with internal/external device improvements or issues
- Certification in data entry or related field
Skills and Competencies:
* Excellent communication and interpersonal skills
- Strong analytical and problem-solving skills
- Ability to work in a fast-paced environment and meet deadlines
- Strong attention to detail and accuracy
- Proficiency in Microsoft Office and Salesforce
- Experience with TD Ameritrade and/or financial services industry
- Ability to work independently and as part of a team
Career Growth Opportunities and Learning Benefits:
As a Data Entry Specialist at arenaflex, you will have the opportunity to:
- Develop your skills and expertise in data entry and reconciliation
- Work with a dynamic team and contribute to the growth and success of arenaflex
- Participate in ongoing training and development programs
- Collaborate with TD Ameritrade Clearing in our daily relationships with fund companies, transfer brokers, converse organizations, and other outside business partners
- Take on additional responsibilities and advance your career
Work Environment and Company Culture:
arenaflex is committed to creating a positive and inclusive work environment. As a remote employee, you will have the flexibility to work from anywhere, while still being part of a collaborative and dynamic team.
We offer
- Flexible work arrangements and remote work options
- Ongoing training and development programs
- Collaborative and dynamic team environment
- Opportunity to work with a leading organization in the financial services industry
- Competitive compensation and benefits package
Compensation, Perks, and Benefits:
arenaflex offers a competitive compensation and benefits package, including:
- Competitive salary and bonus structure
- Comprehensive health insurance and benefits package
- Flexible work arrangements and remote work options
- Ongoing training and development programs
- Collaborative and dynamic team environment
- Opportunity to work with a leading organization in the financial services industry
Equal Opportunity Employer:
arenaflex is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a positive and inclusive work environment and are dedicated to providing equal opportunities for all employees.
How to Apply:
If you are a motivated and detail-oriented individual with excellent communication skills, we encourage you to apply for this exciting opportunity. Please submit your resume and cover letter to [insert contact information]. We look forward to hearing from you!
Note:
arenaflex will consider for employment qualified candidates with arrest and judgment of conviction reports. Apply for this job