About careerzynith
careerzynith is a forward-thinking organization that prides itself on innovation, collaboration, and a commitment to excellence. As a leader in the industry, we strive to create a work environment that fosters growth, creativity, and inclusivity. Our team is comprised of talented individuals who share a passion for delivering exceptional results and making a meaningful impact. If you're a motivated and detail-oriented professional looking to join a dynamic team, we encourage you to explore this exciting opportunity.
Job Summary
careerzynith is seeking an experienced Entry-Level Data Entry Specialist to join our remote team. As a key member of our operations team, you will be responsible for processing and reconciling various financial transactions, including trades, transfers, and corporate activity events. This role requires strong analytical and problem-solving skills, as well as excellent communication and attention to detail. If you're a team player with a passion for data entry and a desire to learn and grow, we invite you to apply for this exciting opportunity.
Key Responsibilities
- Process and reconcile daily trades, transfers, and corporate activity events for various investments
- Recognize and address discrepancies between TD Ameritrade and fund companies or transfer agents
- Handle corporate activity events, settle/reconcile transfer activity, and process/reconcile returns activity
- Perform research on complex/escalated issues and test/validation of new innovation improvements and vendor changes
- Complete projects in Investing, Dividends, Transfers, Reconciliation, and Corporate Actions that directly impact Client/Advisor accounts
- Communicate with Retail and Institutional Company Teams through email, phone, Slack, Outlook, and Salesforce
- Work with TD Ameritrade Cleaning in daily connections with fund companies, transfer brokers, opposite organizations, and other outside business partners
Tasks Analysis
- Customer review of membership deals or transactions requirements
- Client/Advisor level exceptions
- Regulatory commitments (Examples: 2340 and 15C3-3)
- Settlement of Business, Dividend, and Transfer Breaks
- Reconciliation around BOS and Fund Companies
- Evaluation and analysis of applicable income tax code and corrections of income tax coding
Trouble Resolving
- Internal/External body enhancements or concerns
- Origin of breaks between TDA, the Fund, etc
- Delivering method or innovation answer choices to Control
- Remediating transmission problems with the Fund or Contra Agency
- Customer or Organization Companion Service
- Answering service companion inquiries relating to Fund specific requirements/eligibility
- Providing act on Choice Investment moves to expedite the customer request or remediate not in good order concerns
- Well-timed and correct conclusion of client investing and returns requests
Requirements
To be successful in this role, you will need:
- A strong and diverse skillset in relevant areas, including data entry, financial transactions, and regulatory compliance
- Excellent analytical and problem-solving skills, with the ability to recognize and address discrepancies
- Strong communication and interpersonal skills, with the ability to work effectively with cross-functional teams
- Attention to detail and ability to maintain accuracy in data entry and reconciliation
- Ability to work in a fast-paced environment and meet deadlines
- Basic knowledge of financial transactions and regulatory requirements
Preferred Qualifications
While not required, the following qualifications would be an asset:
- Experience in data entry, financial transactions, or regulatory compliance
- Knowledge of TD Ameritrade and fund company systems
- Experience working in a remote team environment
- Basic knowledge of Salesforce and other CRM systems
Career Growth Opportunities and Learning Benefits
At careerzynith, we believe in investing in our employees' growth and development. As a Data Entry Specialist, you will have opportunities to:
- Develop your skills and knowledge in data entry, financial transactions, and regulatory compliance
- Take on additional responsibilities and projects to expand your skillset
- Participate in training and development programs to enhance your skills and knowledge
- Collaborate with cross-functional teams to drive business results
Work Environment and Company Culture
careerzynith is committed to creating a work environment that is inclusive, supportive, and collaborative. As a remote team member, you will have the flexibility to work from home and enjoy a range of benefits, including:
- Flexible work arrangements to balance work and personal life
- A supportive and collaborative team environment
- Opportunities for professional growth and development
- A comprehensive benefits package, including health, dental, and vision insurance
- A 401(k) retirement plan with company match
Compensation, Perks, and Benefits
careerzynith offers a competitive salary and a range of benefits to support your overall well-being. As a Data Entry Specialist, you can expect:
- A competitive salary based on experience and qualifications
- A comprehensive benefits package, including health, dental, and vision insurance
- A 401(k) retirement plan with company match
- Flexible work arrangements to balance work and personal life
- Opportunities for professional growth and development
How to Apply
If you're a motivated and detail-oriented professional looking to join a dynamic team, we encourage you to apply now! Please submit your resume and cover letter to [insert contact information]. We can't wait to review your application!