Experienced Data Entry Clerk – Alternate Investments (Remote Opportunity)
At arenaflex, we are dedicated to providing exceptional services to our clients and partners. As a leading organization in the financial industry, we are seeking an experienced Data Entry Clerk to join our team. This is a remote opportunity that offers the flexibility to work from anywhere while being part of a dynamic and growing company.
About arenaflex
arenaflex is a forward-thinking organization that prides itself on innovation, customer satisfaction, and teamwork. Our mission is to provide top-notch services to our clients, and we are committed to creating a work environment that fosters growth, learning, and collaboration. With a strong focus on diversity, equity, and inclusion, we strive to create a workplace where everyone feels valued, respected, and empowered to succeed.
Job Summary
As a Data Entry Clerk at arenaflex, you will play a critical role in ensuring the accuracy and efficiency of our data processing operations. You will be responsible for processing trade deal purchases, reconciling transactions, and addressing breaks between TD Ameritrade and fund companies or transfer agents. This role requires strong analytical and problem-solving skills, attention to detail, and excellent communication skills.
Key Responsibilities
* Process trade deal purchases in customer profiles and identify/address breaks recognized 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 to resolve issues and improve processes
Duties and Tasks
* Review subscription deals or transfer requests
- Identify and address Client/Advisor amount exceptions
- Meet regulatory commitments (e.g., 2340 and 15C3-3)
- Reconcile Business, Dividend, and Transactions Breaks
- Resolve issues across BOS and Fund Companies
- Review and analyze correct tax coding and corrections of income tax coding
- Troubleshoot internal/external system improvements or concerns
- Identify root cause of breaks between TDA, the Fund, etc.
- 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
Essential Qualifications
* High school diploma or equivalent required; associate's or bachelor's degree preferred
- 1-2 years of experience in data entry, customer service, or a related field
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
- Proficient in Microsoft Office, particularly Excel and Word
- Familiarity with Salesforce and other CRM systems a plus
- Ability to learn and adapt to new systems and processes quickly
Preferred Qualifications
* Experience in the financial industry, particularly in alternate investments
- Knowledge of regulatory requirements and compliance
- Familiarity with tax coding and income tax corrections
- Experience with data analysis and reporting
- Certification in data entry, customer service, or a related field
Skills and Competencies
* Strong attention to detail and accuracy
- Excellent organizational and time management skills
- Ability to work under pressure and meet deadlines
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to learn and adapt to new systems and processes quickly
- Familiarity with Salesforce and other CRM systems a plus
Career Growth Opportunities and Learning Benefits
At arenaflex, we believe in investing in our employees' growth and development. As a Data Entry Clerk, you will have opportunities to learn and grow with our company, including:
- On-the-job training and mentorship
- Opportunities for professional development and certification
- Access to training and development programs
- Collaborative and dynamic work environment
- Recognition and rewards for outstanding performance
Work Environment and Company Culture
arenaflex is committed to creating a work environment that is inclusive, diverse, and supportive. Our company culture values:
- Collaboration and teamwork
- Innovation and creativity
- Customer satisfaction and excellence
- Continuous learning and growth
- Work-life balance and flexibility
Compensation, Perks, and Benefits
arenaflex offers a competitive compensation package, including:
- Competitive salary and benefits
- Flexible work arrangements and remote work options
- Opportunities for professional development and certification
- Recognition and rewards for outstanding performance
- Access to training and development programs
- Collaborative and dynamic work environment
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, diverse, and supportive.
How to Apply
If you are 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 cover letter, to [insert contact information]. Apply for this job