Job Description
At arenaflex, we're dedicated to providing exceptional services to our clients and partners in the Alternative Investments industry. As a key member of our team, the
Remote Data Entry Specialist will play a vital role in ensuring the smooth operation of our daily reconciliation, trade, and transfer activities. If you're a detail-oriented and organized individual with a passion for data entry and problem-solving, we encourage you to apply for this exciting opportunity to. Job Summary: As a
Remote Data Entry Specialist at arenaflex, you will be responsible for performing a variety of tasks related to Alternative Investments, including refining exchange deal transactions, identifying and addressing discrepancies between TD Ameritrade and fund businesses or transfer representatives.
Your expertise will also be utilized to process Corporate Activity Activities, settle and reconcile transactions, and process and reconcile dividend activity. Additionally, you may be required to conduct research on complex or escalated issues, test and validate new technology enhancements and vendor changes, and perform other tasks as needed. Key Responsibilities: * Refine exchange deal transactions in client accounts and identify discrepancies between TD Ameritrade and fund businesses or transfer representatives * Process Corporate Activity Activities, settle and reconcile transactions, and process and reconcile dividend activity * Conduct research on complex or escalated issues and provide recommendations for resolution * Test and validate new technology enhancements and vendor changes * Perform other tasks as needed to ensure the smooth operation of Alternative Investments activities * Collaborate with Retail and Institutional Service Teams using email, phone, Slack, Outlook, and Salesforce * Interact with and work with TD Ameritrade Clearing in our daily relationships with fund companies, transfer brokers, converse organizations, and other outside business partners Evaluation and Review: * Review registration agreements or transactions requests for Client/Advisor level exemptions * Govern responsibilities (Examples: 2340 and 15C3-3) * Reconcile Field, Dividend, and Move Breaks * Gather information and resolve issues related to discrepancies between TDA, the Fund, etc.
* Provide method or technology service options to Management * Remediating transactions issues with the Fund or Opposite Company * Customer or Business Partner Service * Answering service companion questions concerning Fund specific requirements/eligibility * Providing action on Alternative Investment transactions to expedite the client request or remediate not in good order concerns * Timely and accurate completion of customer exchanging and dividend demands Essential
Qualifications: * 2+ years of experience in data entry, reconciliation, 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 bolthires Office, particularly Excel and Outlook * Experience with Salesforce and other CRM systems is a plus * Ability to work in a fast-paced environment and meet deadlines Preferred
Qualifications: * Experience in the Alternative Investments industry or a related field * Knowledge of regulatory requirements and compliance (Examples: 2340 and 15C3-3) * Experience with data analysis and reporting * Certification in a related field (e.g.
Certified Data Analyst) 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 organizational skills * Proficiency in bolthires Office, particularly Excel and Outlook * Experience with Salesforce and other CRM systems is a plus * Ability to learn and adapt to new technology and systems
Career Growth Opportunities and Learning
Benefits: At arenaflex, we believe in investing in our employees' growth and development.
As a
Remote Data Entry Specialist, you will have opportunities to learn and grow with our company, including: * Professional development and training programs * Opportunities for advancement and career growth * Collaborative and dynamic work environment * Flexible work arrangements and remote work options * Competitive compensation and benefits package Work Environment and Company Culture: At arenaflex, we value diversity, equity, and inclusion. We are committed to creating a workplace that is inclusive and respectful of all employees, regardless of their background, culture, or identity.
Our company culture is built on the principles of collaboration, innovation, and customer satisfaction. We strive to create a work environment that is engaging, supportive, and challenging. Compensation, Perks, and
Benefits: We offer a competitive compensation and benefits package, including: * Competitive salary and bonus structure * Comprehensive health insurance and wellness programs * Retirement savings plan and matching contributions * Paid time off and vacation days * Flexible work arrangements and remote work options * Professional development and training programs 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. : If you are a motivated and detail-oriented individual with a passion for data entry and problem-solving, we encourage you to apply for this exciting opportunity to. Please submit your resume and cover letter to. We look forward to hearing from you! Note: arenaflex will consider for employment qualified candidates with arrest and judgment of conviction reports.
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