Experienced Remote Data Entry Specialist - Investment Operations and Client Services

Join Our Team as a Remote Data Entry Specialist and Launch Your Career in Investment Operations!

We're seeking a highly organized and detail-oriented individual to join our team as a Remote Data Entry Specialist, focusing on investment operations and client services. As a Level Playing Field Employer, we welcome applications from diverse candidates, including minorities, women, veterans, and individuals with disabilities. This is an excellent opportunity to start or grow your career in a dynamic and supportive environment, with a competitive compensation package and opportunities for professional growth.

About Our Company and Culture

Our company is committed to providing exceptional service to our clients and partners in the financial industry. We're a forward-thinking organization that values innovation, teamwork, and customer satisfaction. Our remote work environment allows you to work from the comfort of your own home, with a flexible schedule and access to cutting-edge technology. We're dedicated to fostering a culture of inclusivity, respect, and continuous learning, and we're looking for team members who share these values.

Job Summary

As a Remote Data Entry Specialist, you will play a critical role in ensuring the accuracy and efficiency of our investment operations and client services. You will be responsible for performing daily reconciliation, trade, and transfer activities for various investments, as well as processing exchange buy and sell transactions, identifying and addressing breaks, and handling corporate activity events. Your attention to detail, analytical skills, and ability to work independently will be essential in this role.

Key Responsibilities:

• Perform daily reconciliation, trade, and transfer activities for various investments, including processing exchange buy and sell transactions in customer profiles.
• Identify and address breaks recognized between TD Ameritrade and the fund business or transfer representatives.
• Handle corporate activity events, settle/reconcile transfer activity, and process/reconcile returns activity.
• Conduct research on complex/escalated issues, perform testing/validation of new technology improvements, and provider modifications.
• Complete projects in Investing, Dividends, Transfers, Reconciliation, and Company Actions that directly impact Client/Advisor accounts.
• Collaborate with Retail and Institutional Company Teams through email, phone, Slack, Outlook, and Salesforce.
• Communicate with and work with TD Ameritrade Cleaning in daily connections with fund companies, transfer brokers, opposite organizations, and other outside company partners.

Essential Qualifications:

• High school diploma or equivalent required; associate's or bachelor's degree in a related field preferred.
• 1-2 years of experience in investment operations, data entry, or a related field; experience with TD Ameritrade or similar systems a plus.
• Strong analytical and problem-solving skills, with attention to detail and ability to work independently.
• Excellent communication and interpersonal skills, with ability to collaborate with various teams and partners.
• Proficiency in Microsoft Office, particularly Excel, and experience with Salesforce or similar CRM systems.

Preferred Qualifications:

• Experience with investment products, including stocks, bonds, and mutual funds.
• Familiarity with regulatory requirements, such as 2340 and 15C3-3.
• Experience with data reconciliation and problem-solving.
• Certifications, such as Series 7 or 66, a plus.

Skills and Competencies:

• Attention to detail and accuracy.
• Analytical and problem-solving skills.
• Communication and interpersonal skills.
• Time management and organization.
• Adaptability and flexibility.
• Proficiency in technology, including Microsoft Office and CRM systems.

Career Growth Opportunities and Learning Benefits:

We're committed to helping our team members grow and develop their skills. This role offers opportunities for professional growth, training, and development, including:

• Comprehensive training program to ensure success in the role.
• Ongoing coaching and feedback from experienced professionals.
• Opportunities for advancement and career growth.
• Access to cutting-edge technology and systems.

Work Environment and Company Culture:

Our remote work environment allows you to work from the comfort of your own home, with a flexible schedule and access to cutting-edge technology. We're a dynamic and supportive team that values:

• Inclusivity and respect.
• Continuous learning and growth.
• Customer satisfaction and service.
• Teamwork and collaboration.
• Flexibility and adaptability.

Compensation, Perks, and Benefits:

We offer a competitive compensation package, including:

• Competitive salary.
• Comprehensive benefits package.
• Opportunities for bonuses and incentives.
• Flexible work schedule.
• Access to cutting-edge technology.

How to Apply:

If you're a motivated and detail-oriented individual looking for a challenging and rewarding role, we encourage you to apply! Please submit your application, including your resume and a cover letter, to:

Don't hesitate to reach out if you have any questions or need more information. We look forward to hearing from you!