Remote Operations Specialist - Alternate Investments

We are seeking a highly skilled and motivated Remote Operations Specialist to join our team. As a Remote Operations Specialist, you will enjoy the freedom and flexibility of working remotely while playing a critical role in driving success in our Alternate Investments operations. We offer a competitive salary and a dynamic work environment that supports growth and development.

The successful candidate will be responsible for performing daily reconciliation, trade, and transfer tasks for Alternate Investments, including processing trade deal purchases in customer profiles, identifying and addressing breaks between TD Ameritrade and fund companies or transfer agents, and processing Corporate Activity Activities. You will also be responsible for settling and reconciling transactions, processing returns activity, and performing analysis of complex and escalated issues.

Key responsibilities include:

Processing trade deal purchases in customer profiles
Identifying and addressing breaks between TD Ameritrade and fund companies or transfer agents
Processing Corporate Activity Activities, settling and reconciling transactions, and processing returns activity
Performing analysis of complex and escalated issues
Testing and validating new technology enhancements and provider changes
Providing exceptional client and advisor service through email, phone, Slack, Outlook, and Salesforce


We are an Equal Opportunity Employer and welcome applications from diverse candidates, including minorities, women, veterans, and individuals with disabilities. If you have a strong work ethic, excellent communication skills, and a passion for delivering exceptional results, we encourage you to apply for this exciting opportunity.

Apply Now to join our team and take the first step towards a rewarding and challenging career as a Remote Operations Specialist.

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