Experienced Data Entry Clerks / No Experience (Remote) - Join arenaflex's Thriving Team

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. Apply To This Job We look forward to reviewing your application and welcoming you to our team! Apply for this job