Experienced Data Entry Specialist – Alternate Investments (Remote Opportunity)

At arenaflex, we're committed to delivering exceptional services to our clients, and we're seeking a highly skilled and detail-oriented Data Entry Specialist to join our team. As a Data Entry Specialist, you will play a critical role in ensuring the accuracy and efficiency of our data processing operations, working closely with our Retail and Institutional Service Teams to provide top-notch support to our clients.

About arenaflex

arenaflex is a leading provider of innovative financial solutions, dedicated to helping our clients achieve their financial goals. With a strong focus on customer satisfaction and a commitment to excellence, we're constantly seeking talented individuals to join our team and contribute to our mission.

Job Summary

As a Data Entry Specialist, you will be responsible for performing daily reconciliation, trade, and transfer tasks for Alternate Investments. Your primary duties will include processing trade deal purchases in customer profiles, identifying and addressing discrepancies between TD Ameritrade and fund companies or transfer agents, and processing corporate activity activities, transactions, and returns. You will also be responsible for analyzing complex issues, testing and validating new technology enhancements, and communicating with external partners.

Key Responsibilities

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

• Process corporate activity activities, transactions, and returns
• Analyze complex issues and provide recommendations for resolution
• Test and validate new technology enhancements and provider modifications
• Communicate with external partners, including fund companies, transfer agents, and other external business partners
• Review and analyze correct tax coding and corrections of tax coding issues
• Address internal/external system improvements or concerns
• Identify and resolve root causes of discrepancies 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

• 0-2 years of experience in data entry or a related field
• Strong attention to detail and accuracy in data processing
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Proficiency in Microsoft Office, particularly Excel
• Familiarity with Salesforce and other CRM systems a plus
• Ability to learn and adapt to new technology and systems quickly

Preferred Qualifications

* Experience in the financial industry, particularly in alternate investments

• Knowledge of regulatory requirements, such as 2340 and 15C3-3
• Experience with data analysis and problem-solving
• Familiarity with tax coding and corrections
• Certification in data entry or a related field a plus

Skills and Competencies

* Strong analytical and problem-solving skills

• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Strong attention to detail and accuracy in data processing
• Proficiency in Microsoft Office, particularly Excel
• Familiarity with Salesforce and other CRM systems a plus
• Ability to learn and adapt to new technology and systems quickly
• Strong organizational and time management skills

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 learn and develop new skills, work on complex projects, and contribute to our mission of delivering exceptional services to our clients. We offer a range of training and development programs, including:

• On-the-job training and mentorship
• Online courses and certification programs
• Professional development workshops and conferences
• Opportunities for advancement and career growth

Work Environment and Company Culture

arenaflex is a dynamic and fast-paced work environment, with a strong focus on teamwork and collaboration. Our company culture is built on a foundation of respect, empathy, and open communication. We're committed to creating a workplace that's inclusive, diverse, and supportive of all employees.

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 supportive work environment

Equal Opportunity Employer

arenaflex is an equal opportunity employer, committed to diversity and inclusion. We welcome applications from all qualified candidates, 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 online application portal. Apply Now! Apply for this job