Experienced Entry-Level Data Entry Specialist – Remote Opportunity at blithequark

Are you a detail-oriented and organized individual with a passion for data entry and reconciliation? Do you thrive in a fast-paced environment where no two days are the same? Look no further! blithequark is seeking an experienced Entry-Level Data Entry Specialist to join our team in a remote work arrangement. As a key member of our team, you will be responsible for processing daily reconciliation and trade activities for various investments, ensuring accuracy and efficiency in all transactions.

About blithequark

blithequark is a leading provider of innovative solutions in the financial industry. Our mission is to empower individuals and organizations to achieve their financial goals through cutting-edge technology and exceptional customer service. With a strong commitment to diversity, equity, and inclusion, we strive to create a work environment that fosters growth, collaboration, and innovation.

Job Summary

As an Entry-Level Data Entry Specialist at blithequark, you will be responsible for processing daily reconciliation and trade activities for various investments. This role requires attention to detail, strong analytical skills, and the ability to work independently in a remote setting. You will be part of a dynamic team that values collaboration, open communication, and continuous learning.

Key Responsibilities

* Process daily reconciliation and trade activities for various investments, including: + Processing exchange buy and sell transactions in customer profiles + Recognizing and addressing breaks between TD Ameritrade and the fund business or transfer representatives + Handling corporate activity events, settling/reconciling transfer activity, and processing/reconciling returns activity

• Perform research on complex/escalated concerns and test/validation of new innovation improvements and provider modifications
• Complete projects in Investing, Dividends, Transfers, Reconciliation, and Corporate Actions that directly impact the Client/Advisor account
• Collaborate with Retail and Institutional Company Teams through email, phone, Slack, Outlook, and Salesforce
• Communicate with TD Ameritrade Cleaning in daily connections with fund companies, transfer brokers, opposite organizations, and other outside business partners

Tasks Analysis

* Customer review of membership deals or transactions requires

• Client/Advisor level exceptions
• Regulatory commitments (Examples: 2340 and 15C3-3)
• Settlement of Business, Dividend, and Transfer Breaks
• Reconciliation around BOS and Fund Companies
• Evaluation and analysis of applicable income tax code and corrections of income tax coding
• Trouble Resolving:

+ Internal/External body enhancements or concerns + Origin of breaks between TDA, the Fund, etc + Delivering method or innovation answer choices to Control + Remediating transmission problems with the Fund or Contra Agency + Customer or Organization Companion Service + Answering service companion inquiries relating to Fund specific requirements/eligibility + Providing act on Choice Investment moves to expedite the customer request or remediate not in good order concerns + Well-timed and correct conclusion of client investing and returns requests

Essential Qualifications

* High school diploma or equivalent required; associate's or bachelor's degree in a related field preferred

• 0-2 years of experience in data entry, reconciliation, or a related field
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently in a remote setting
• Proficiency in Microsoft Office, particularly Excel
• Familiarity with Salesforce and other customer relationship management (CRM) software

Preferred Qualifications

* Experience with TD Ameritrade or a similar financial institution

• Knowledge of regulatory commitments, such as 2340 and 15C3-3
• Familiarity with income tax code and corrections
• Experience with data entry software, such as BOS and Fund Companies
• Certification in a related field, such as Certified Data Entry Specialist (CDES)

Skills and Competencies

* Strong attention to detail and accuracy

• Excellent analytical and problem-solving skills
• Ability to work independently in a remote setting
• Strong communication and interpersonal skills
• Proficiency in Microsoft Office, particularly Excel
• Familiarity with Salesforce and other CRM software
• Ability to learn and adapt to new software and systems
• Strong organizational and time management skills
• Ability to prioritize tasks and meet deadlines

Career Growth Opportunities and Learning Benefits

* blithequark offers a comprehensive training program to help you develop your skills and advance your career

• Opportunities for professional growth and development in a dynamic and innovative company
• Collaborative and supportive work environment that fosters open communication and continuous learning
• Access to cutting-edge technology and software to stay ahead of the curve in the financial industry

Work Environment and Company Culture

* blithequark is a remote-friendly company that values flexibility and work-life balance

• Collaborative and supportive work environment that fosters open communication and continuous learning
• Opportunities for professional growth and development in a dynamic and innovative company
• Access to cutting-edge technology and software to stay ahead of the curve in the financial industry
• blithequark is an equal opportunity employer and welcomes applications from diverse candidates

Compensation, Perks, and Benefits

* Competitive salary and benefits package

• Comprehensive training program to help you develop your skills and advance your career
• Opportunities for professional growth and development in a dynamic and innovative company
• Collaborative and supportive work environment that fosters open communication and continuous learning
• Access to cutting-edge technology and software to stay ahead of the curve in the financial industry
• Flexible work arrangements and remote work options
• Opportunities for professional development and continuing education

How to Apply

If you are a motivated and detail-oriented individual with a passion for data entry and reconciliation, 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!

Equal Opportunity Employer

blithequark is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a work environment that is inclusive, respectful, and free from discrimination. We believe that diversity and inclusion are essential to our success and strive to create a workplace that reflects the diversity of our customers and the communities we serve. Apply for this job