**Experienced Virtual Data Entry Clerk – Alternate Investments and Corporate Actions**
At arenaflex, we're on a mission to revolutionize the way we approach data entry and corporate actions. As a leading innovator in the industry, we're seeking an experienced Virtual Data Entry Clerk to join our team. If you're a detail-oriented individual with a passion for data analysis and problem-solving, we want to hear from you.
**About arenaflex**
arenaflex is a cutting-edge company that's dedicated to providing top-notch services to our clients. With a strong focus on innovation and customer satisfaction, we're constantly pushing the boundaries of what's possible in the industry. Our team is made up of talented individuals who are passionate about their work and committed to delivering exceptional results.
**Job Summary**
As a Virtual Data Entry Clerk, you'll play a critical role in ensuring the accuracy and efficiency of our data entry processes. You'll be responsible for processing trade deal purchases, reconciling transactions, and addressing breaks between TD Ameritrade and fund companies or transfer agents. You'll also be tasked with processing corporate activity activities, settling/reconciling transactions, and processing/reconciling returns activity.
**Key Responsibilities**
* Process trade deal purchases in customer profiles and determine/address breaks recognized between TD Ameritrade and fund companies or transfer agents
* Process corporate activity activities, settle/reconcile transactions, and process/reconcile returns activity
* Analyze complex/escalated issues and perform testing/validation of new innovation enhancements and vendor modifications
* Complete projects in Trading, Dividends, Transfers, Reconciliation, and Corporate Actions that directly influence the Client/Advisor profile
* Engage with Retail and Institutional Service Teams using email, phone, Slack, Overview, and Salesforce
* Interact with and embody TD Ameritrade Cleaning in daily connections with fund companies, transfer agents, opposite agencies, and other external business partners
**Duties and Responsibilities**
* Analyze and review 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
* Reconcile 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 cause of breaks between TDA, 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
**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 or a related field
* Strong analytical and problem-solving skills
* Excellent communication and interpersonal skills
* Ability to work in a fast-paced environment and meet deadlines
* Proficiency in Microsoft Office and Google Suite
* Experience with Salesforce and other CRM systems a plus
**Preferred Qualifications**
* Experience in the financial industry or with a related company
* Knowledge of regulatory compliance and industry standards
* Experience with data analysis and reporting tools
* Certification in data entry or a related field
**Skills and Competencies**
* Strong attention to detail and organizational skills
* Ability to work independently and as part of a team
* Excellent communication and interpersonal skills
* Ability to adapt to changing priorities and deadlines
* Strong analytical and problem-solving 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 helping our employees grow and develop their careers. We offer a range of training and development programs, including:
* On-the-job training and mentorship
* Professional development workshops and conferences
* Online training and certification programs
* Opportunities for advancement and career growth
**Work Environment and Company Culture**
arenaflex is a dynamic and fast-paced work environment that's committed to innovation and customer satisfaction. We're a team of talented individuals who are passionate about our work and dedicated to delivering exceptional results. Our company culture is built on a foundation of:
* Collaboration and teamwork
* Innovation and creativity
* Customer satisfaction and loyalty
* Professional development and growth
* Work-life balance and flexibility
**Compensation, Perks, and Benefits**
arenaflex offers a competitive salary and a range of benefits, including:
* Competitive salary
* Comprehensive health insurance
* 401(k) matching program
* Paid time off and holidays
* Flexible work arrangements and remote work options
* Professional development and training opportunities
* Recognition and rewards for outstanding performance
**Equal Opportunity Employer**
arenaflex is an equal opportunity employer that's committed to diversity and inclusion. We welcome applications from qualified candidates of all backgrounds and perspectives.
**How to Apply**
If you're a motivated and detail-oriented individual who's passionate about data entry and problem-solving, we want to hear from you. Please submit your application, including your resume and cover letter, to [insert contact information]. We can't wait to hear from you!
Apply Now
**About arenaflex**
arenaflex is a cutting-edge company that's dedicated to providing top-notch services to our clients. With a strong focus on innovation and customer satisfaction, we're constantly pushing the boundaries of what's possible in the industry. Our team is made up of talented individuals who are passionate about their work and committed to delivering exceptional results.
**Job Summary**
As a Virtual Data Entry Clerk, you'll play a critical role in ensuring the accuracy and efficiency of our data entry processes. You'll be responsible for processing trade deal purchases, reconciling transactions, and addressing breaks between TD Ameritrade and fund companies or transfer agents. You'll also be tasked with processing corporate activity activities, settling/reconciling transactions, and processing/reconciling returns activity.
**Key Responsibilities**
* Process trade deal purchases in customer profiles and determine/address breaks recognized between TD Ameritrade and fund companies or transfer agents
* Process corporate activity activities, settle/reconcile transactions, and process/reconcile returns activity
* Analyze complex/escalated issues and perform testing/validation of new innovation enhancements and vendor modifications
* Complete projects in Trading, Dividends, Transfers, Reconciliation, and Corporate Actions that directly influence the Client/Advisor profile
* Engage with Retail and Institutional Service Teams using email, phone, Slack, Overview, and Salesforce
* Interact with and embody TD Ameritrade Cleaning in daily connections with fund companies, transfer agents, opposite agencies, and other external business partners
**Duties and Responsibilities**
* Analyze and review 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
* Reconcile 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 cause of breaks between TDA, 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
**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 or a related field
* Strong analytical and problem-solving skills
* Excellent communication and interpersonal skills
* Ability to work in a fast-paced environment and meet deadlines
* Proficiency in Microsoft Office and Google Suite
* Experience with Salesforce and other CRM systems a plus
**Preferred Qualifications**
* Experience in the financial industry or with a related company
* Knowledge of regulatory compliance and industry standards
* Experience with data analysis and reporting tools
* Certification in data entry or a related field
**Skills and Competencies**
* Strong attention to detail and organizational skills
* Ability to work independently and as part of a team
* Excellent communication and interpersonal skills
* Ability to adapt to changing priorities and deadlines
* Strong analytical and problem-solving 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 helping our employees grow and develop their careers. We offer a range of training and development programs, including:
* On-the-job training and mentorship
* Professional development workshops and conferences
* Online training and certification programs
* Opportunities for advancement and career growth
**Work Environment and Company Culture**
arenaflex is a dynamic and fast-paced work environment that's committed to innovation and customer satisfaction. We're a team of talented individuals who are passionate about our work and dedicated to delivering exceptional results. Our company culture is built on a foundation of:
* Collaboration and teamwork
* Innovation and creativity
* Customer satisfaction and loyalty
* Professional development and growth
* Work-life balance and flexibility
**Compensation, Perks, and Benefits**
arenaflex offers a competitive salary and a range of benefits, including:
* Competitive salary
* Comprehensive health insurance
* 401(k) matching program
* Paid time off and holidays
* Flexible work arrangements and remote work options
* Professional development and training opportunities
* Recognition and rewards for outstanding performance
**Equal Opportunity Employer**
arenaflex is an equal opportunity employer that's committed to diversity and inclusion. We welcome applications from qualified candidates of all backgrounds and perspectives.
**How to Apply**
If you're a motivated and detail-oriented individual who's passionate about data entry and problem-solving, we want to hear from you. Please submit your application, including your resume and cover letter, to [insert contact information]. We can't wait to hear from you!
Apply Now