Job Description
At arenaflex, we're committed to delivering exceptional services to our clients, and we're seeking a highly skilled and detail-oriented Data Entry Clerk to join our team. As a Data Entry Clerk, you'll play a vital role in ensuring the accuracy and efficiency of our Alternate Investments operations. This is a full-time remote opportunity, offering the flexibility to work from anywhere in the United States.
- *About arenaflex**
arenaflex is a leading provider of innovative financial solutions, dedicated to helping our clients achieve their goals. Our team of experts is passionate about delivering exceptional service, and we're committed to creating a work environment that's collaborative, inclusive, and supportive. As a Data Entry Clerk, you'll be part of a dynamic team that's shaping the future of finance.
- *Key Responsibilities**
As a Data Entry Clerk, you'll be responsible for:
- Processing trade deal purchases in customer profiles and identifying/addressing discrepancies between TD Ameritrade and fund companies or transfer agents
- Processing Corporate Activity Activities, settling/reconciling transactions, and processing/reconciling returns activity
- Analyzing complex/escalated issues, testing/validation of new innovation 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 Analysis**
- 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 the root cause of breaks between TDA, the Fund, etc.
- Providing method or innovation 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
- *Essential Qualifications**
- High school diploma or equivalent required; associate's or bachelor's degree preferred
- 0-2 years of experience in data entry, customer service, or a related field
- Excellent communication and problem-solving skills
- Ability to work in a fast-paced environment with multiple priorities
- Proficiency in Microsoft Office, particularly Excel and Word
- Familiarity with Salesforce and other CRM systems a plus
- Strong attention to detail and accuracy
- *Preferred Qualifications**
- Experience in the financial industry, particularly in Alternate Investments
- Knowledge of regulatory requirements and compliance
- Familiarity with TD Ameritrade systems and processes
- Experience with data analysis and reporting
- Certification in data entry, customer service, or a related field
- *Skills and Competencies**
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
- Strong attention to detail and accuracy
- Proficiency in Microsoft Office, particularly Excel and Word
- Familiarity with Salesforce and other CRM systems
- Strong organizational and time management skills
- *Career Growth Opportunities and Learning Benefits**
At arenaflex, we're committed to helping our employees grow and develop their careers. As a Data Entry Clerk, you'll have opportunities to:
- Develop your skills and knowledge in data entry, customer service, and Alternate Investments
- Work with a dynamic team of experts in the financial industry
- Participate in training and development programs to enhance your skills and knowledge
- Take on new challenges and responsibilities as you grow and develop in your role
- *Work Environment and Company Culture**
arenaflex is a collaborative and inclusive work environment that values diversity, equity, and inclusion. We're committed to creating a workplace that's supportive, flexible, and empowering. As a Data Entry Clerk, you'll have the opportunity to work with a talented team of experts who are passionate about delivering exceptional service.
- *Compensation, Perks, and Benefits**
arenaflex offers a competitive compensation package, including:
- Competitive salary and benefits
- Flexible work arrangements, including remote work options
- Opportunities for career growth and development
- Collaborative and inclusive work environment
- Recognition and rewards for outstanding performance
- *Equal Opportunity Employer**
arenaflex is an equal opportunity employer, committed to diversity, equity, and inclusion. We welcome applications from qualified candidates of all backgrounds, including minorities, women, veterans, and individuals with disabilities.
- *Application Instructions**
If you're a motivated and detail-oriented individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity. Please submit your application, including your resume and a cover letter, to [insert contact information]. We look forward to hearing from you!
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