At arenaflex, we're dedicated to providing exceptional services to our clients and partners. As a key member of our team, the Experienced Data Entry Clerk will play a vital role in ensuring the smooth operation of our Alternate Investments department. This is an exciting opportunity for a motivated and detail-oriented individual to join our remote team and contribute to the success of arenaflex.
**About arenaflex**
arenaflex is a leading provider of innovative financial solutions, serving a diverse range of clients and partners. Our commitment to excellence and customer satisfaction has earned us a reputation as a trusted and reliable partner in the industry. We're passionate about creating a work environment that fosters growth, collaboration, and innovation, and we're excited to welcome talented individuals like you to our team.
**Job Summary**
As an Experienced Data Entry Clerk, you will be responsible for performing a variety of tasks related to trade, transfer, and reconciliation activities for Alternate Investments. This role requires strong analytical and problem-solving skills, attention to detail, and excellent communication and interpersonal skills. You will work closely with our Retail and Institutional Service Teams, as well as external partners and vendors, to ensure seamless execution of client transactions and maintain accurate records.
**Key Responsibilities**
* Process trade deal purchases in customer profiles and identify/address discrepancies 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, test/validation of new innovation enhancements, and provider modifications
* Complete projects in Trading, Dividends, Transfers, Reconciliation, and Corporate Actions that directly impact the Client/Advisor profile
* Engage with Retail and Institutional Service Teams via email, phone, Slack, Overview, and Salesforce
* Collaborate with fund companies, transfer agents, opposite agencies, and other external business partners to resolve issues and maintain accurate records
**Analysis and Troubleshooting**
* 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
* Resolve discrepancies between BOS and Fund Companies
* Review and analyze correct tax coding and corrections of income tax coding
* Troubleshoot internal/external system issues 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
**Essential Qualifications**
* High school diploma or equivalent required; associate's or bachelor's degree preferred
* 1-2 years of experience in data entry, customer service, or a related field
* Strong analytical and problem-solving skills
* Excellent communication and interpersonal skills
* Ability to work in a fast-paced environment with multiple priorities
* Proficiency in Microsoft Office, particularly Excel
* Experience with Salesforce or similar CRM systems a plus
**Preferred Qualifications**
* Experience in the financial industry, particularly in Alternate Investments
* Knowledge of regulatory requirements (e.g., 2340 and 15C3-3)
* Familiarity with TD Ameritrade systems and processes
* Experience with data analysis and reporting tools (e.g., Excel, Tableau)
* Certification in data entry, customer service, or a related field
**Skills and Competencies**
* Strong attention to detail and accuracy
* Excellent communication and interpersonal skills
* Ability to work independently and as part of a team
* Strong analytical and problem-solving skills
* Proficiency in Microsoft Office, particularly Excel
* Experience with Salesforce or similar CRM systems a plus
* Ability to adapt to changing priorities and deadlines
* Strong customer service skills
**Career Growth Opportunities and Learning Benefits**
* arenaflex offers a comprehensive training program to help you develop your skills and knowledge
* Opportunities for career growth and advancement within the company
* Collaborative and dynamic work environment
* Flexible work arrangements, including remote work options
* Competitive compensation and benefits package
* Access to ongoing training and professional development opportunities
**Work Environment and Company Culture**
* arenaflex is committed to creating a work environment that fosters growth, collaboration, and innovation
* Our team is passionate about delivering exceptional customer service and exceeding client expectations
* We value diversity, equity, and inclusion and strive to create a workplace that is welcoming and inclusive for all employees
* arenaflex offers a comprehensive benefits package, including medical, dental, and vision insurance, 401(k) matching, and paid time off
**Compensation, Perks, and Benefits**
* Competitive salary and bonus structure
* Comprehensive benefits package, including medical, dental, and vision insurance
* 401(k) matching and retirement savings plan
* Paid time off and holidays
* Flexible work arrangements, including remote work options
* Access to ongoing training and professional development opportunities
* Recognition and rewards for outstanding performance and contributions to the company
**Equal Opportunity Employer**
arenaflex is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace that is inclusive and respectful of all employees, regardless of their background, culture, or identity.
**How to Apply**
If you're a motivated and detail-oriented individual with a passion for delivering exceptional customer service, we encourage you to apply for this exciting opportunity. Please submit your resume and a cover letter explaining why you're the ideal candidate for this role. We look forward to hearing from you!
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