**Experienced Data Entry Specialist – Alternate Investments (Remote Opportunity)**
At arenaflex, we're committed to providing exceptional services to our clients and partners. As a Data Entry Specialist in our Alternate Investments team, you'll play a vital role in ensuring the smooth processing of trade deals, reconciliations, and transfers. If you're detail-oriented, analytical, and enjoy working in a fast-paced environment, we encourage you to apply for this exciting opportunity.
**About arenaflex**
arenaflex is a leading provider of innovative financial solutions, dedicated to delivering exceptional results to our clients and partners. Our team of experts is passionate about creating a culture of excellence, where collaboration, innovation, and continuous learning thrive. As a Data Entry Specialist, you'll be part of a dynamic team that's shaping the future of finance.
**Key Responsibilities**
As a Data Entry Specialist, you'll be responsible for:
* Processing trade deal purchases in customer profiles and identifying/addressing discrepancies between TD Ameritrade and fund companies or transfer agents
* Processing Corporate Activity Activities, settling/reconciling transactions, and processing/reconciling returns activity
* Analyzing complex/escalated issues, testing/validation of new innovation enhancements, and provider modifications
* Completing projects in Trading, Dividends, Transfers, Reconciliation, and Corporate Actions that directly impact the Client/Advisor profile
* Engaging with Retail and Institutional Service Teams via email, phone, Slack, Overview, and Salesforce
* Collaborating with fund companies, transfer agents, opposite agencies, and other external business partners to ensure seamless transactions
**Duties and Tasks**
* Reviewing subscription deals or transfer requests
* Identifying and addressing Client/Advisor account exceptions
* Ensuring regulatory compliance (e.g., 2340 and 15C3-3)
* Reconciling Business, Dividend, and Transactions Breaks
* Reconciling across BOS and Fund Companies
* Reviewing and analyzing correct tax coding and corrections of income tax coding
* Troubleshooting internal/external system improvements or concerns
* Identifying the 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
* 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 accurate finalization of client investing and dividend demands
**Essential Qualifications**
* High school diploma or equivalent required; associate's or bachelor's degree in a related field preferred
* 0-2 years of experience in data entry, customer service, or a related field
* Excellent analytical and problem-solving skills
* Strong attention to detail and organizational skills
* Ability to work in a fast-paced environment and meet deadlines
* Proficiency in Microsoft Office and Google Suite
* Experience with Salesforce and other CRM systems a plus
**Preferred Qualifications**
* Experience in the financial industry, particularly in Alternate Investments
* Knowledge of regulatory compliance and industry standards (e.g., 2340 and 15C3-3)
* Familiarity with data entry software and systems
* Strong communication and interpersonal skills
* Ability to work independently and as part of a team
* Willingness to learn and adapt to new technologies and processes
**Skills and Competencies**
* Strong analytical and problem-solving skills
* Excellent attention to detail and organizational skills
* Ability to work in a fast-paced environment and meet deadlines
* Strong communication and interpersonal skills
* Ability to work independently and as part of a team
* Willingness to learn and adapt to new technologies and processes
* Proficiency in Microsoft Office and Google Suite
* Experience with Salesforce and other CRM systems a plus
**Career Growth Opportunities and Learning Benefits**
At arenaflex, we're committed to helping our employees grow and develop their careers. As a Data Entry Specialist, you'll have opportunities to:
* Develop your skills and knowledge in data entry, customer service, and related fields
* Work with a dynamic team of experts in the financial industry
* Collaborate with fund companies, transfer agents, opposite agencies, and other external business partners
* Participate in training and development programs to enhance your skills and knowledge
* Take on new challenges and responsibilities as you grow and develop in your role
**Work Environment and Company Culture**
arenaflex is a remote-friendly company, and this role can be performed from anywhere in the United States. As a Data Entry Specialist, you'll work in a fast-paced environment with a dynamic team of experts. We're committed to creating a culture of excellence, where collaboration, innovation, and continuous learning thrive.
**Compensation, Perks, and Benefits**
arenaflex offers a competitive compensation package, including:
* Salary: $40,000 - $60,000 per year, depending on experience
* Benefits: Health, dental, and vision insurance, 401(k) matching, and paid time off
* Perks: Flexible work arrangements, professional development opportunities, and a fun and dynamic work environment
**Equal Opportunity Employer**
arenaflex is an equal opportunity employer, committed to diversity and inclusion. We welcome applications from qualified candidates of all backgrounds, including minorities, women, veterans, and individuals with disabilities.
**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 website.
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