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Experienced Data Entry Clerks / No Experience (Remote) – Join arenaflex

Remote Full-time Live

Job Summary:

Are you a detail-oriented and organized individual looking for a remote data entry position with no prior experience? Look no further! arenaflex is seeking a skilled Data Entry Clerk to join our team. As a Data Entry Clerk, you will be responsible for processing trade deal purchases, reconciling transactions, and addressing breaks between TD Ameritrade and fund companies or transfer agents. If you're a quick learner, have excellent communication skills, and are passionate about delivering exceptional results, we want to hear from you!

About arenaflex:

arenaflex is a leading organization in the financial industry, dedicated to providing innovative solutions for our clients. We're a dynamic team of professionals who share a passion for excellence and a commitment to delivering exceptional results. Our remote work environment allows us to work from anywhere, making it an ideal choice for those who value flexibility and work-life balance.

Key Responsibilities:

As a Data Entry Clerk, you will be responsible for:

  • Processing trade deal purchases in customer profiles and identifying/addressing breaks between TD Ameritrade and fund companies or transfer agents
  • Processing Corporate Activity Activities, reconciling transactions, and processing/reconciling returns activity
  • Analyzing complex/escalated issues, testing/validation of new technology 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 via email, phone, Slack, Overview, and Salesforce
  • Interacting with and embodying TD Ameritrade Cleaning in daily connections with fund companies, transfer agents, opposite agencies, and other external business partners

Duties:

* Reviewing subscription deals or transfer requests

  • Identifying and addressing client/advisor account exceptions
  • Meeting regulatory commitments (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 correcting tax coding errors
  • Troubleshooting internal/external system improvements or concerns
  • Identifying the root cause of breaks between TDA, the Fund, etc.
  • Providing method or technology service alternatives to Management
  • Remediating transfer issues with the Fund or Opposite Firm
  • Providing 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

Equal Opportunity Employer:

arenaflex is an equal opportunity employer, committed to diversity and inclusion. We welcome applications from talented individuals from all backgrounds, including minorities, women, veterans, and individuals with disabilities.

Job Requirements:

* No prior experience required

  • High school diploma or equivalent required
  • Excellent communication and organizational skills
  • Ability to work independently and as part of a remote team
  • Strong attention to detail and accuracy
  • Ability to learn quickly and adapt to new systems and processes
  • Proficiency in Microsoft Office and Google Suite
  • Ability to work in a fast-paced environment and meet deadlines

Benefits:

* Competitive salary

  • Opportunity to work with a leading organization in the financial industry
  • Remote work environment with flexibility to work from anywhere
  • Opportunities for career growth and professional development
  • Collaborative and dynamic team environment
  • Comprehensive benefits package, including health insurance, retirement plan, and paid time off

How to Apply:

If you're a motivated and detail-oriented individual looking for a remote data entry position with no prior experience, we want to hear from you! Submit your application today and join our team at arenaflex. Apply To This Job Apply for this job

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