At arenaflex, we're a dynamic and innovative organization that's revolutionizing the way we approach data entry and reconciliation in the financial industry. As a leading provider of cutting-edge solutions, we're committed to delivering exceptional results and exceeding our clients' expectations. We're now seeking an experienced Data Entry Specialist to join our team and contribute to our mission of excellence.
**About the Role**
As a Data Entry Specialist at arenaflex, you'll play a critical role in ensuring the accuracy and efficiency of our data entry and reconciliation processes. You'll be responsible for processing trade deal purchases, identifying and addressing breaks between TD Ameritrade and fund companies or transfer agents, and reconciling transactions and returns activity. Your expertise will also be relied upon to analyze complex issues, test and validate new technology enhancements, and provide exceptional customer service to our clients and advisors.
**Key Responsibilities**
As a Data Entry Specialist at arenaflex, your key responsibilities will include:
* Processing trade deal purchases and 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
* Resolving issues and discrepancies between BOS and fund companies
* Reviewing and analyzing correct tax coding and corrections of income tax coding
* Troubleshooting internal/external system issues or concerns
* Identifying and resolving root causes of breaks between TDA, the fund, etc.
* Providing method or innovation service alternatives to management
* Remediating transfer issues with the fund or opposite firm
* 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 accurate finalization of client investing and dividend demands
**Essential Qualifications**
To be successful in this role, you'll need:
* 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, reconciliation, or a related field
* Excellent analytical and problem-solving skills
* Strong attention to detail and accuracy
* Ability to work independently and as part of a team
* Excellent communication and customer service skills
* Proficiency in Microsoft Office, particularly Excel
* Experience with Salesforce or similar CRM systems a plus
**Preferred Qualifications**
While not required, the following qualifications would be an asset:
* Experience with TD Ameritrade or similar financial systems
* Knowledge of regulatory requirements (e.g., 2340 and 15C3-3)
* Experience with data analysis and reporting tools (e.g., Tableau, Power BI)
* Certification in data entry or a related field (e.g., Certified Data Entry Specialist)
**Skills and Competencies**
To succeed in this role, you'll need to possess the following skills and competencies:
* Strong analytical and problem-solving skills
* Excellent attention to detail and accuracy
* Ability to work independently and as part of a team
* Excellent communication and customer service skills
* Proficiency in Microsoft Office, particularly Excel
* Experience with Salesforce or similar CRM systems a plus
* Strong organizational and time management skills
* Ability to prioritize tasks and meet deadlines
* Strong adaptability and flexibility in a fast-paced environment
**Career Growth Opportunities and Learning Benefits**
At arenaflex, we're committed to helping our employees grow and develop their careers. As a Data Entry Specialist, you'll have opportunities to:
* Develop your skills and expertise in data entry and reconciliation
* Take on additional responsibilities and contribute to the growth and success of our organization
* Participate in training and development programs to enhance your knowledge and skills
* Collaborate with cross-functional teams to drive innovation and excellence
* Enjoy a dynamic and supportive work environment that encourages creativity and innovation
**Work Environment and Company Culture**
At arenaflex, we're proud of our inclusive and diverse work environment. We're committed to creating a workplace that's welcoming and supportive of all employees, regardless of their background, culture, or identity. Our company culture is built on the following values:
* Excellence: We strive for excellence in everything we do.
* Innovation: We're committed to driving innovation and creativity in our work.
* Collaboration: We believe in the power of collaboration and teamwork.
* Respect: We treat each other with respect and dignity.
* Integrity: We operate with integrity and transparency in all our interactions.
**Compensation, Perks, and Benefits**
As a Data Entry Specialist at arenaflex, you'll enjoy a competitive compensation package that includes:
* Competitive salary and benefits
* Opportunities for career growth and advancement
* Comprehensive training and development programs
* Collaborative and dynamic work environment
* Flexible work arrangements, including remote work options
* Access to cutting-edge technology and tools
* Recognition and rewards for outstanding performance
**Equal Opportunity Employer**
arenaflex is an equal opportunity employer committed to diversity and inclusion. We welcome applications from qualified candidates of all backgrounds, cultures, and identities. We're proud to be an inclusive and supportive workplace that values diversity and promotes equality.
**How to Apply**
If you're a motivated and detail-oriented individual with a passion for data entry and reconciliation, we encourage you to apply for this exciting opportunity. Please submit your resume and cover letter to [insert contact information]. We can't wait to hear from you!
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