Experienced Data Entry Assistant – Remote / Typing Position at arenaflex
Join arenaflex, a dynamic and innovative organization, as we seek an experienced Data Entry Assistant to join our team. This is a full-time, remote opportunity that offers a unique chance to work with a forward-thinking company that values collaboration, innovation, and excellence. If you're a detail-oriented individual with exceptional typing skills and a passion for data entry, we encourage you to apply for this exciting role.
About arenaflex
arenaflex is a leading organization in the financial services industry, dedicated to providing exceptional customer experiences and innovative solutions. Our team is comprised of talented professionals who share a common goal: to deliver outstanding results and exceed customer expectations. As a Data Entry Assistant at arenaflex, you'll be part of a dynamic team that values collaboration, creativity, and continuous learning.
Key Responsibilities
As a Data Entry Assistant at arenaflex, you'll be responsible for performing daily reconciliation, trade, and transfer tasks for Alternate Investments. Your crucial deliverables will include:
- Refining trade buy and sell purchases in client profiles
- Recognizing and fixing breaks identified between TD Ameritrade and the fund business or transfer brokers
- Handling Business Activity Events
- Settling and reconciling move activity
- Processing and reconciling dividend activity
- Conducting investigation of complex/escalated issues
- Executing testing/validation of new technology improvements and vendor adjustments
Responsibilities Analysis
Your day-to-day responsibilities will involve:
- Customer review of membership agreements or transfer requests
- Client/Advisor amount exceptions
- Governing commitments (e.g., 2340 and 15C3-3)
- Reconciliation of Business, Returns, and Move Breaks
- Reconciliation across BOS and Fund Firms
- Assessment and analysis of applicable tax code and corrections of tax coding
- Internal/External body augmentations or concerns
- Source of ruptures between TDA, the Fund, etc.
- Providing process or technology solution alternatives to Management
- Remediating transfer issues with the Fund or Contra Company
- Answering company companion questions relating to Fund specific requirements/eligibility
- Providing follow-up on Substitute Investment transactions to expedite the customer request or remediate not in good order concerns
- Prompt and accurate finalization of customer investing and returns demands
Essential Qualifications
To be successful in this role, you'll need:
- 2+ years of experience in data entry, reconciliation, or a related field
- Excellent typing skills (at least 60 wpm)
- Strong attention to detail and accuracy
- Ability to work independently and as part of a team
- Excellent communication and interpersonal skills
- Proficiency in Microsoft Office, particularly Excel
- Experience with Salesforce or similar CRM systems
- Ability to learn and adapt to new technology and processes
Preferred Qualifications
While not required, the following qualifications would be an asset:
- Experience in the financial services industry
- Knowledge of tax code and regulations
- Familiarity with TD Ameritrade and/or fund business systems
- Certification in data entry or a related field
- Experience with data analysis and reporting
Skills and Competencies
To succeed in this role, you'll need to possess:
- Strong analytical and problem-solving skills
- Excellent organizational and time management skills
- Ability to work under pressure and meet deadlines
- Strong communication and interpersonal skills
- Ability to learn and adapt to new technology and processes
- Strong attention to detail and accuracy
Career Growth Opportunities and Learning Benefits
As a Data Entry Assistant at arenaflex, you'll have opportunities to:
- Develop your skills and knowledge in data entry, reconciliation, and related areas
- Work with a dynamic team of professionals who share a common goal
- Participate in ongoing training and development programs
- Take on additional responsibilities and contribute to the growth and success of the organization
- Enjoy a competitive salary and benefits package
Work Environment and Company Culture
arenaflex is committed to creating a positive and inclusive work environment that values collaboration, innovation, and excellence. Our team is comprised of talented professionals who share a common goal: to deliver outstanding results and exceed customer expectations. As a Data Entry Assistant at arenaflex, you'll be part of a dynamic team that values:
- Collaboration and teamwork
- Innovation and creativity
- Continuous learning and development
- Excellence and customer satisfaction
- Diversity and inclusion
Compensation, Perks, and Benefits
arenaflex offers a competitive salary and benefits package, including:
- Competitive salary
- Comprehensive health insurance
- 401(k) matching program
- Paid time off and holidays
- Opportunities for professional development and growth
- Flexible work arrangements and remote work options
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 that values collaboration, innovation, and excellence.
How to Apply
If you're a motivated and detail-oriented individual with exceptional typing skills and a passion for data entry, we encourage you to apply for this exciting role. Please submit your resume and cover letter to [insert contact information]. We look forward to hearing from you!
Note:
arenaflex is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a positive and inclusive work environment that values collaboration, innovation, and excellence. Apply for this job