Job Description
As a leading innovator in the industry, arenaflex is seeking highly motivated and detail-oriented individuals to join our team as Data Entry Clerks / No Experience (Remote). We are committed to providing a dynamic and supportive work environment that fosters growth and development. If you are a driven individual looking to contribute to a thriving team, we encourage you to apply now! **About arenaflex** arenaflex is a forward-thinking organization that prides itself on its commitment to excellence and innovation. Our team is dedicated to delivering exceptional results and providing top-notch services to our clients. With a strong focus on employee development and well-being, we offer a unique opportunity for individuals to grow and thrive in their careers. **Job Description** As a Data Entry Clerk / No Experience (Remote) at arenaflex, you will be responsible for performing everyday reconciliation/trade/transfer tasks for Alternate Investments. Your essential deliverables will include, but are not limited to: * Processing trade deal purchases in customer profiles * Identifying and addressing breaks recognized between TD Ameritrade and the fund companies or transfer agents * Processing Corporate Activity Activities, settling/reconciling transactions, and processing/reconciling returns activity * Executing analysis of complex/escalated issues * Testing/validation of new innovation enhancements and provider modifications Your work will directly impact the Client/Advisor profile, and your attention to detail will ensure that customer transactions are processed in a best fashion. This role engages primarily with Retail and Institutional Service Teams using email, phone, Slack, Overview, and Salesforce. **Key Responsibilities:** * Analysis of 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 income tax coding * Trouble addressing, including 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 organizational skills * Ability to work independently and as part of a team * Excellent communication and problem-solving skills * Proficiency in Microsoft Office and Google Suite * Ability to learn and adapt to new systems and processes **Preferred Qualifications:** * Experience in the financial industry or a related field * Knowledge of regulatory requirements and compliance * Familiarity with Salesforce and other CRM systems * Experience with data analysis and reporting * Certification in data entry or a related field **Skills and Competencies:** * Strong analytical and problem-solving skills * Excellent communication and interpersonal skills * Ability to work in a fast-paced environment and prioritize tasks effectively * Strong attention to detail and organizational skills * Ability to learn and adapt to new systems and processes * Proficiency in Microsoft Office and Google Suite **Career Growth Opportunities and Learning Benefits:** * arenaflex offers a comprehensive training program to help you develop your skills and knowledge * Opportunities for career advancement and professional growth * Collaborative and supportive work environment * Flexible work arrangements, including remote work options * Access to cutting-edge technology and tools * Opportunities for professional development and continuing education **Work Environment and Company Culture:** * arenaflex is a dynamic and innovative organization that values diversity, equity, and inclusion * Our team is committed to delivering exceptional results and providing top-notch services to our clients * We offer a collaborative and supportive work environment that fosters growth and development * arenaflex is an equal opportunity employer and welcomes applications from diverse candidates **Compensation, Perks, and Benefits:** * Competitive salary and benefits package * Flexible work arrangements, including remote work options * Access to cutting-edge technology and tools * Opportunities for professional development and continuing education * Comprehensive training program to help you develop your skills and knowledge * Collaborative and supportive work environment **How to Apply:** If you are a motivated individual ready to contribute to a thriving team, we encourage you to apply now! Please submit your application through our website, including your resume and a cover letter outlining your qualifications and experience. We look forward to reviewing your application and welcoming you to our team! Apply for this job