Experienced Data Entry Clerk – Alternate Investments (Remote) at arenaflex

Join arenaflex, a leading innovator in the financial services industry, as we seek an experienced Data Entry Clerk to join our team. As a Data Entry Clerk at arenaflex, you will play a critical role in ensuring the accuracy and efficiency of our Alternate Investments operations. This is an exciting opportunity to join a dynamic team and contribute to the success of our organization.

About arenaflex

arenaflex is a forward-thinking company that is dedicated to providing innovative solutions to the financial services industry. With a strong commitment to excellence and customer satisfaction, we strive to be the leader in our field. Our team is passionate about delivering exceptional results and making a positive impact on our clients and stakeholders.

Job Summary

As a Data Entry Clerk at arenaflex, you will be responsible for performing a variety of tasks related to Alternate Investments, including trade deal purchases, trade breaks, and transfer activities. You will work closely with our Retail and Institutional Service Teams to ensure seamless communication and collaboration. This is a remote position, and you will be expected to work independently with minimal supervision.

Key Responsibilities

* Process trade deal purchases in customer profiles and identify/resolve breaks between TD Ameritrade and fund companies or transfer agents

• Process Corporate Activity Activities, settle/reconcile transactions, and process/reconcile returns activity
• Perform analysis of complex/escalated issues and test/validation of new technology enhancements and vendor changes
• Complete projects in Trading, Dividends, Transfers, Reconciliation, and Corporate Actions that directly impact the Client/Advisor profile
• Engage with Retail and Institutional Service Teams via 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 Responsibilities

* Review subscription deals or transfer requests

• Identify and resolve client/advisor account exceptions
• Ensure regulatory compliance (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 tax coding errors
• Troubleshoot internal/external system issues 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
• Promptly and accurately finalize 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 or a related field
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently with minimal supervision
• Proficiency in Microsoft Office and Salesforce
• Strong attention to detail and accuracy

Preferred Qualifications

* Experience in the financial services industry

• Knowledge of regulatory requirements (e.g., 2340 and 15C3-3)
• Experience with data entry software and systems
• Strong organizational and time management skills
• Ability to work in a fast-paced environment with multiple priorities

Skills and Competencies

* Strong analytical and problem-solving skills

• Excellent communication and interpersonal skills
• Ability to work independently with minimal supervision
• Proficiency in Microsoft Office and Salesforce
• Strong attention to detail and accuracy
• Strong organizational and time management skills
• Ability to work in a fast-paced environment with multiple priorities

Career Growth Opportunities and Learning Benefits

* arenaflex offers a comprehensive training program to help you develop your skills and advance your career

• Opportunities for professional growth and development in a dynamic and innovative organization
• Collaborative and supportive work environment with a team of experienced professionals
• Flexible work arrangements, including remote work options
• Competitive compensation and benefits package

Work Environment and Company Culture

* arenaflex is a remote-friendly organization that offers flexible work arrangements

• Collaborative and supportive work environment with a team of experienced professionals
• Dynamic and innovative organization with a strong commitment to excellence and customer satisfaction
• Opportunities for professional growth and development in a fast-paced environment
• Competitive compensation and benefits package

Compensation, Perks, and Benefits

* Competitive salary and benefits package

• Flexible work arrangements, including remote work options
• Comprehensive training program to help you develop your skills and advance your career
• Opportunities for professional growth and development in a dynamic and innovative organization
• Collaborative and supportive work environment with a team of experienced professionals

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 and respectful of all employees. We will consider for employment qualified candidates with detention and conviction documents.

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 through our website, and we will review your qualifications and experience. Apply Now! Apply for this job