Experienced Data Entry Specialist – Alternate Investments (Remote Opportunity)

At arenaflex, we're committed to fostering a dynamic and inclusive work environment that empowers our team members to excel in their roles. As a leading organization in the financial services industry, we're seeking an experienced Data Entry Specialist to join our team. This role offers a unique opportunity for individuals to develop their skills, work remotely, and contribute to the success of our Alternate Investments division.

About arenaflex

arenaflex is a forward-thinking organization that prides itself on innovation, collaboration, and customer satisfaction. Our Alternate Investments division is dedicated to providing exceptional services to our clients, and we're looking for a talented Data Entry Specialist to join our team. As a remote employee, you'll have the flexibility to work from anywhere, while still being an integral part of our dynamic team.

Key Responsibilities

As a Data Entry Specialist, you'll be responsible for performing everyday reconciliation, trade, and transfer tasks for Alternate Investments. Your essential deliverables will include:

• Processing trade deal purchases in customer profiles
• Identifying and addressing breaks recognized between arenaflex and fund companies or transfer agents
• Processing Corporate Activity Activities, settling/reconciling transactions, and processing/reconciling returns activity
• Executing analysis of complex/escalated issues
• Testing/validation of new innovation enhancements and provider modifications
• Completing projects in Trading, Dividends, Transfers, Reconciliation, and Corporate Actions that directly influence the Client/Advisor profile

Duties and Responsibilities

* Review and process subscription deals or transfer requests

• Identify and address client/advisor account exceptions
• Ensure regulatory compliance (e.g., 2340 and 15C3-3)
• Reconcile Business, Dividend, and Transactions Breaks
• Resolve issues across BOS and Fund Companies
• Review and analyze correct tax coding and corrections of tax coding
• Troubleshoot internal/external system improvements or concerns
• Identify root causes of breaks between arenaflex, the Fund, etc.
• Provide method or innovation service alternatives to Management
• Remediate transfer issues with the Fund or Opposite Firm
• Answer business partner inquiries concerning Fund details requirements/eligibility
• Provide follow-up on Substitute Expenditure moves to expedite the customer demand or remediate not neat issues
• Prompt and accurate finalization of client investing and dividend demands

Essential Qualifications

* High school diploma or equivalent required; associate's or bachelor's degree preferred

• 1-2 years of experience in data entry, customer service, or a related field
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a remote team
• Proficiency in Microsoft Office, particularly Excel
• Familiarity with Salesforce and other CRM systems a plus
• Ability to learn and adapt to new systems and processes quickly

Preferred Qualifications

* Experience in the financial services industry, particularly in Alternate Investments

• Knowledge of regulatory requirements and compliance
• Familiarity with data analysis and reporting tools
• Certification in data entry, customer service, or a related field

Skills and Competencies

* Strong attention to detail and accuracy

• Excellent organizational and time management skills
• Ability to prioritize tasks and meet deadlines
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a remote team
• Proficiency in Microsoft Office, particularly Excel
• Familiarity with Salesforce and other CRM systems a plus

Career Growth Opportunities and Learning Benefits

At arenaflex, we're committed to helping our team members grow and develop their skills. As a Data Entry Specialist, you'll have opportunities to:

• Develop your skills in data analysis, customer service, and regulatory compliance
• Work with a dynamic team of professionals who are passionate about innovation and customer satisfaction
• Participate in training and development programs to enhance your skills and knowledge
• Take on new challenges and responsibilities as you grow in your role
• Enjoy a competitive salary and benefits package, including health insurance, retirement plan, and paid time off

Work Environment and Company Culture

arenaflex is a remote-friendly organization that values flexibility and work-life balance. As a Data Entry Specialist, you'll have the opportunity to work from anywhere, while still being an integral part of our dynamic team. Our company culture is built on innovation, collaboration, and customer satisfaction, and we're committed to fostering a positive and inclusive work environment.

Compensation, Perks, and Benefits

arenaflex offers a competitive salary and benefits package, including:

• Health insurance
• Retirement plan
• Paid time off
• Flexible work arrangements
• Professional development opportunities
• Recognition and rewards for outstanding performance

Equal Opportunity Employer

arenaflex is an equal opportunity employer and welcomes applications from diverse candidates. We're committed to fostering a positive and inclusive work environment that values diversity, equity, and inclusion.

How to Apply

If you're a motivated and detail-oriented individual who is passionate about data entry and customer service, we encourage you to apply for this exciting opportunity. Please submit your application, including your resume and cover letter, through our website.

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