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Experienced Data Entry Specialist – Remote Opportunity at arenaflex

Remote · USA Full-time New today

At arenaflex, we're committed to providing exceptional services to our clients and partners. As a leading organization in the financial industry, we're seeking a highly skilled and detail-oriented Data Entry Specialist to join our team. This is an exciting opportunity for individuals with no prior experience to kick-start their career in a dynamic and supportive environment.

About arenaflex

arenaflex is a forward-thinking organization that prides itself on innovation, customer satisfaction, and employee growth. Our mission is to deliver top-notch services to our clients, and we're always looking for talented individuals to join our team. With a strong focus on diversity, equity, and inclusion, we strive to create a workplace where everyone feels valued and empowered to succeed.

Job Summary

As a Data Entry Specialist at arenaflex, you'll play a vital role in ensuring the accuracy and efficiency of our data processing operations. You'll work closely with our Retail and Institutional Service Teams to process trade deals, reconcile transactions, and address complex issues. This is an excellent opportunity to develop your skills, learn from experienced professionals, and contribute to the success of our organization.

Key Responsibilities

* Process trade deal purchases in customer profiles and identify/address breaks 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 using email, phone, Slack, Overview, and Salesforce
  • Collaborate with fund companies, transfer agents, opposite agencies, and other external business partners

Analysis and Troubleshooting

* Review subscription deals or transfer requests

  • Identify and address Client/Advisor amount exceptions
  • Ensure regulatory compliance (e.g., 2340 and 15C3-3)
  • Reconcile Business, Dividend, and Transactions Breaks
  • Resolve issues between TDA, the Fund, and other external parties
  • 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

Equal Opportunity Employer

arenaflex is an equal opportunity employer committed to diversity, equity, and inclusion. We welcome applications from individuals with diverse backgrounds, experiences, and perspectives. We're proud to be an inclusive workplace where everyone feels valued and empowered to succeed.

Career Growth Opportunities

At arenaflex, we believe in investing in our employees' growth and development. As a Data Entry Specialist, you'll have access to:

  • Comprehensive training programs to enhance your skills and knowledge
  • Opportunities for career advancement and professional growth
  • Collaborative and supportive work environment
  • Recognition and rewards for outstanding performance

Work Environment and Company Culture

arenaflex is a dynamic and fast-paced organization that values innovation, teamwork, and customer satisfaction. Our work environment is designed to promote collaboration, creativity, and employee well-being. We offer a range of benefits and perks to support your physical and mental health, including:

  • Flexible work arrangements and remote work options
  • Comprehensive health insurance and wellness programs
  • Paid time off and holidays
  • Professional development opportunities and training programs
  • Recognition and rewards for outstanding performance

Compensation and Benefits

arenaflex offers a competitive compensation package, including:

  • Competitive salary and bonus structure
  • Comprehensive health insurance and wellness programs
  • Paid time off and holidays
  • Professional development opportunities and training programs
  • Recognition and rewards for outstanding performance

How to Apply

If you're a motivated and detail-oriented individual with a passion for data entry and customer service, we encourage you to apply for this exciting opportunity. Please submit your application, including your resume and a cover letter, through our online application portal.

Note:

arenaflex is an equal opportunity employer and welcomes applications from individuals with diverse backgrounds, experiences, and perspectives. We're committed to creating a workplace where everyone feels valued and empowered to succeed. Apply for this job

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