Experienced Data Entry Clerk – Alternate Investments (Remote Opportunity)
At arenaflex, we're committed to providing exceptional services to our clients and partners. As a key member of our team, the Experienced Data Entry Clerk – Alternate Investments will play a vital role in ensuring the smooth operation of our daily reconciliation, trade, and transfer tasks for Alternate Investments. If you're a detail-oriented and organized individual with a passion for data entry, we encourage you to apply for this exciting opportunity.
About arenaflex
arenaflex is a leading provider of innovative solutions for the financial industry. Our team of experts is dedicated to delivering exceptional services to our clients and partners, and we're always looking for talented individuals to join our team. As a remote employee, you'll have the flexibility to work from anywhere, while still being part of a dynamic and collaborative team.
Key Responsibilities
As an Experienced Data Entry Clerk – Alternate Investments, you'll be responsible for:
- Processing trade deal purchases in customer profiles and identifying/ addressing breaks recognized between arenaflex and the 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
- Engaging with Retail and Institutional Service Teams via email, phone, Slack, Overview, and Salesforce
- Interacting with and embodying arenaflex's commitment to TD Ameritrade Cleaning in daily connections with fund companies, transfer agents, opposite agencies, and other external business partners
Duties and Responsibilities
* Reviewing subscription deals or transfer requests
- Identifying and addressing Client/Advisor account exceptions
- Ensuring regulatory compliance (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 corrections of income tax coding
- Troubleshooting internal/external system improvements or concerns
- Identifying and resolving breaks between arenaflex, the Fund, etc.
- Providing method or innovation service alternatives to Management
- Remediating transfer issues with the Fund or Opposite Firm
- Answering business partner inquiries concerning Fund details requirements/eligibility
- 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
Essential Qualifications
* High school diploma or equivalent required; associate's or bachelor's degree preferred
- 0-2 years of experience in data entry or a related field
- Strong attention to detail and organizational skills
- Ability to work independently and as part of a team
- Excellent communication and problem-solving skills
- Proficiency in Microsoft Office and Google Suite
- Experience with Salesforce and other CRM systems a plus
Preferred Qualifications
* Experience in the financial industry or a related field
- Knowledge of regulatory compliance and industry standards
- Familiarity with TD Ameritrade and other financial systems
- Experience with data analysis and reporting
- Certification in data entry or a related field
Skills and Competencies
* Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to work in a fast-paced environment and prioritize tasks effectively
- Strong attention to detail and organizational skills
- Proficiency in Microsoft Office and Google Suite
- Experience with Salesforce and other CRM systems a plus
Career Growth Opportunities and Learning Benefits
At arenaflex, we're committed to providing our employees with opportunities for growth and development. As a remote employee, you'll have access to:
- Ongoing training and development programs
- Opportunities for career advancement and professional growth
- Flexible work arrangements and remote work options
- Collaborative and dynamic work environment
- Recognition and rewards for outstanding performance
Work Environment and Company Culture
arenaflex is a remote-friendly company that values flexibility and work-life balance. Our team is dedicated to delivering exceptional services to our clients and partners, and we're always looking for talented individuals to join our team. As a remote employee, you'll have the flexibility to work from anywhere, while still being part of a dynamic and collaborative team.
Compensation, Perks, and Benefits
arenaflex offers a competitive compensation package, including:
- Competitive salary and benefits
- Flexible work arrangements and remote work options
- Ongoing training and development programs
- Opportunities for career advancement and professional growth
- Collaborative and dynamic work environment
- 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 creating a workplace that's inclusive and respectful of all employees, and we're proud to be an equal opportunity employer.
How to Apply
If you're a motivated and detail-oriented individual with a passion for data entry, we encourage you to apply for this exciting opportunity. Please submit your resume and cover letter to [insert contact information]. We can't wait to hear from you!
Apply Now
Apply Job! For more such jobs please click here! Apply for this job