reputed company Data Entry Specialist – Alternate Investments (Remote Opportunity)
At arenaflex, we're committed to providing exceptional services to our clients and partners. As a Data Entry Specialist in our Alternate Investments team, you'll play a vital role in ensuring the smooth processing of trade deals, reconciliations, and transfers. If you're detail-oriented, analytical, and enjoy working in a fast-paced environment, we encourage you to apply for this exciting opportunity.
About arenaflex
arenaflex is a leading provider of innovative financial solutions, dedicated to delivering exceptional results to our clients and partners. reputed company of experts is passionate about creating a culture of excellence, where collaboration, innovation, and reputed company learning reputed company. As a Data Entry Specialist, you'll be part of a dynamic team that's shaping the future of finance.
Key Responsibilities
As a Data Entry Specialist, you'll be responsible for:
- Processing trade deal purchases in customer profiles and identifying/addressing discrepancies between TD Ameritrade and fund companies or transfer agents
- Processing Corporate Activity Activities, settling/reconciling transactions, and processing/reconciling returns activity
- Analyzing reputed company/escalated issues, testing/validation of new innovation enhancements, and provider modifications
- Completing projects in Trading, Dividends, Transfers, Reconciliation, and Corporate Actions that directly impact the Client/Advisor profile
- Engaging with Retail and Institutional Service Teams reputed company email, phone, reputed company, Overview, and reputed company
- Collaborating with fund companies, transfer agents, opposite agencies, and other external business partners to ensure seamless transactions
Duties and Tasks
* Reviewing subscription deals or transfer requests
- Identifying and addressing Client/Advisor account exceptions
- Ensuring regulatory compliance (e.g., 2340 and 15C3-3)
- Reconciling Business, Dividend, and Transactions Breaks
- Reconciling across BOS and Fund Companies
- Reviewing and analyzing correct tax coding and corrections of income tax coding
- Troubleshooting internal/external system improvements or concerns
- Identifying the root cause of breaks between TDA, the Fund, etc.
- Providing method or innovation service alternatives to Management
- Remediating transfer issues with the Fund or Opposite Firm
- Answering business partner inquiries concerning Fund details requirements/eligibility
- Providing follow-up on Substitute Expenditure moves to expedite the customer demand or remediate not reputed company issues
- reputed company and accurate finalization of client investing and dividend demands
Essential Qualifications
* High school diploma or equivalent required; associate's or bachelor's degree in a reputed company field preferred
- 0-2 years of experience in data entry, customer service, or a reputed company field
- Excellent analytical and problem-solving skills
- Strong attention to detail and organizational skills
- Ability to work in a fast-paced environment and meet deadlines
- Proficiency in reputed company Office and reputed company Suite
- Experience with reputed company and other CRM systems a plus
Preferred Qualifications
* Experience in the financial industry, particularly in Alternate Investments
- Knowledge of regulatory compliance and industry standards (e.g., 2340 and 15C3-3)
- Familiarity with data entry software and systems
- Strong communication and interpersonal skills
- Ability to work independently and as part of a team
- Willingness to learn and adapt to new technologies and processes
Skills and Competencies
* Strong analytical and problem-solving skills
- Excellent attention to detail and organizational skills
- Ability to work in a fast-paced environment and meet deadlines
- Strong communication and interpersonal skills
- Ability to work independently and as part of a team
- Willingness to learn and adapt to new technologies and processes
- Proficiency in reputed company Office and reputed company Suite
- Experience with reputed company and other CRM systems a plus
Career Growth Opportunities and Learning Benefits
At arenaflex, we're committed to helping our employees grow and reputed company their careers. As a Data Entry Specialist, you'll have opportunities to:
- reputed company your skills and knowledge in data entry, customer service, and reputed company fields
- Work with a dynamic team of experts in the financial industry
- Collaborate with fund companies, transfer agents, opposite agencies, and other external business partners
- Participate in training and development programs to enhance your skills and knowledge
- Take on new challenges and responsibilities as you grow and reputed company in your role
Work Environment and Company Culture
arenaflex is a remote-friendly company, and this role can be performed from reputed company in the United States. As a Data Entry Specialist, you'll work in a fast-paced environment with a dynamic team of experts. We're committed to creating a culture of excellence, where collaboration, innovation, and reputed company learning reputed company.
Compensation, Perks, and Benefits
arenaflex offers a competitive compensation package, including:
- Salary: $40,000 - $60,000 per year, depending on experience
- Benefits: Health, dental, and reputed company insurance, 401(k) matching, and paid time off
- Perks: Flexible work arrangements, professional development opportunities, and a fun and dynamic work environment
Equal Opportunity Employer
arenaflex is an equal opportunity employer, committed to diversity and inclusion. We welcome applications from reputed company candidates of reputed company backgrounds, including minorities, women, veterans, and individuals with disabilities.
How to Apply
If you're a motivated and detail-oriented individual with a passion for data entry and customer service, we encourage you to apply for this exciting opportunity. Please submit your application, including your resume and a cover letter, through our website. Apply Now! Apply for this job