At arenaflex, we're committed to delivering 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 accuracy and efficiency of our daily operations. If you're a detail-oriented individual with a passion for data entry and a desire to learn and grow, we encourage you to apply for this exciting remote 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.
**Job Summary**
As an Experienced Data Entry Clerk – Alternate Investments, 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 responsible for processing corporate activity activities, settling/reconciling transactions, and processing/reconciling returns activity. In addition, you may be required to analyze complex/escalated issues, test/validation of new innovation enhancements, and provider modifications.
**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 provider 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**
* Review subscription deals or transfer requests
* Client/Advisor account exceptions
* Regulatory commitments (e.g. 2340 and 15C3-3)
* Reconciliation of Business, Dividend, and Transactions Breaks
* Reconciliation across BOS and Fund Companies
* Review and analysis of correct tax coding and corrections of tax coding
* Trouble Addressing:
+ Internal/External system improvements or concerns
+ 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
+ Client or Company Companion Service
+ 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 correct finalization of client investing and dividend demands
**Essential Qualifications**
* High school diploma or equivalent required
* 0-2 years of experience in data entry or a related field
* Strong attention to detail and accuracy
* Excellent communication and interpersonal skills
* Ability to work independently and as part of a team
* Proficiency in Microsoft Office and Google Suite
* Experience with Salesforce and other CRM systems a plus
**Preferred Qualifications**
* Associate's or Bachelor's degree in a related field
* 2+ years of experience in data entry or a related field
* Experience with TD Ameritrade or a similar financial institution
* Knowledge of regulatory commitments and compliance
* Experience with system improvements and troubleshooting
**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 and Google Suite
* Experience with Salesforce and other CRM systems a plus
* Ability to learn and adapt to new systems and processes
**Career Growth Opportunities and Learning Benefits**
At arenaflex, we're committed to helping our employees grow and develop their careers. As a remote employee, you'll have access to a range of learning and development opportunities, including:
* Online training and development programs
* Mentorship and coaching
* Opportunities for advancement and career growth
* Flexible work arrangements and remote work options
**Work Environment and Company Culture**
arenaflex is a dynamic and collaborative work environment that values diversity, equity, and inclusion. As a remote employee, you'll have the flexibility to work from anywhere, while still being part of a team that's passionate about delivering exceptional services to our clients and partners. Our company culture is built on the following values:
* Collaboration and teamwork
* Innovation and creativity
* Customer focus and satisfaction
* Integrity and ethics
* Diversity, equity, and inclusion
**Compensation, Perks, and Benefits**
arenaflex offers a competitive compensation package, including:
* Competitive salary and benefits
* Flexible work arrangements and remote work options
* Opportunities for advancement and career growth
* Access to online training and development programs
* Mentorship and coaching
* 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 and a desire to learn and grow, we encourage you to apply for this exciting remote opportunity. Please submit your application, including your resume and a cover letter, to [insert contact information]. We can't wait to hear from you!
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