Experienced Data Entry Specialist – Full Remote Opportunity at arenaflex
Are you a detail-oriented and organized individual with a passion for data entry and reconciliation? Do you thrive in a fast-paced environment and enjoy working with various stakeholders to resolve complex issues? If so, we invite you to join arenaflex as an Experienced Data Entry Specialist in a full remote opportunity.
About arenaflex
arenaflex is a leading organization in the financial services industry, dedicated to providing innovative solutions and exceptional customer experiences. Our team is comprised of talented professionals who share a common goal: to deliver outstanding results and make a meaningful impact in the lives of our clients. As a remote employee, you will be part of a dynamic and collaborative team that values flexibility, work-life balance, and professional growth.
Job Summary
As an Experienced Data Entry Specialist at arenaflex, you will play a critical role in ensuring the accuracy and efficiency of our daily reconciliation, trade, and transfer activities. You will be responsible for processing exchange buy and sell transactions, identifying and addressing breaks between TD Ameritrade and fund companies or transfer agents, and handling corporate activity events. Your expertise will be essential in resolving complex issues, testing and validating new innovation improvements, and collaborating with various stakeholders to deliver exceptional results.
Key Responsibilities
* Process exchange buy and sell transactions in customer profiles, recognizing and addressing breaks between TD Ameritrade and fund companies or transfer agents
- Handle corporate activity events, settle/reconcile transfer activity, and process/reconcile returns activity
- Perform research on complex/escalated issues, 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 and work with fund companies, transfer brokers, opposite organizations, and other outside business partners
Tasks Analysis
* Customer review of membership deals or transactions demands
- 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 tax code and corrections of 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
- 1-2 years of experience in data entry, reconciliation, or a related field
- Strong attention to detail and organizational skills
- Excellent communication and problem-solving skills
- Ability to work in a fast-paced environment and meet deadlines
- Proficiency in Microsoft Office, particularly Excel
- Experience with Salesforce and other CRM systems a plus
Preferred Qualifications
* 2+ years of experience in data entry, reconciliation, or a related field
- Experience working in the financial services industry
- Knowledge of regulatory commitments and tax coding
- Familiarity with TD Ameritrade and fund company systems
- Certification in data entry, reconciliation, or a related field
Skills and Competencies
* Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to work independently and collaboratively as part of a team
- Strong attention to detail and organizational skills
- Proficiency in Microsoft Office, particularly Excel
- Experience with Salesforce and other CRM systems a plus
- Ability to learn and adapt to new systems and processes
Career Growth Opportunities and Learning Benefits
* arenaflex offers a comprehensive training program to help you develop your skills and advance your career
- Opportunities for professional growth and advancement in a dynamic and growing organization
- Collaborative and supportive work environment that encourages learning and development
- Access to industry-leading tools and technologies to enhance your skills and productivity
Work Environment and Company Culture
* arenaflex is a remote-friendly organization that values flexibility and work-life balance
- Collaborative and supportive work environment that encourages learning and development
- Opportunities for professional growth and advancement in a dynamic and growing organization
- arenaflex is an equal opportunity employer that values diversity and inclusion
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 advancement in a dynamic and growing organization
- Collaborative and supportive work environment that encourages learning and development
- Flexible work arrangements and remote work options
- Access to industry-leading tools and technologies to enhance your skills and productivity
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 at arenaflex. Please submit your resume and a cover letter outlining your qualifications and experience. We look forward to hearing from you! Apply Now! Apply for this job