At arenaflex, we're dedicated to providing exceptional services to our clients and partners. As a key member of our team, the Experienced Data Entry Clerk will play a vital role in ensuring the accuracy and efficiency of our daily operations. If you're a detail-oriented individual with a passion for data entry and a desire to learn and grow, we encourage you to apply for this exciting opportunity.
**About arenaflex**
arenaflex is a leading provider of innovative financial solutions, committed to delivering exceptional results to our clients and partners. Our team is comprised of talented professionals who share a common goal: to provide outstanding service and support to our clients. As a remote employee, you'll have the flexibility to work from anywhere, while still being part of a dynamic and collaborative team.
**Job Summary**
The Experienced Data Entry Clerk will be responsible for performing daily reconciliation, trade, and transfer tasks for Alternate Investments. This role requires attention to detail, strong analytical skills, and the ability to work independently. As a key member of our team, you'll be responsible for processing trade deal purchases, identifying and addressing breaks between TD Ameritrade and fund companies or transfer agents, and performing other essential tasks.
**Key Responsibilities**
* Process trade deal purchases in customer profiles and identify/address breaks recognized between TD Ameritrade and the fund companies or transfer agents
* Process Corporate Activity Activities, settle/reconcile transactions, and process/reconcile returns activity
* Perform analysis of complex/escalated issues, test/validation of new innovation enhancements, and provider modifications
* Complete projects in Trading, Dividends, Transfers, Reconciliation, and Corporate Actions that directly influence 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
**Duties and Responsibilities**
* Review subscription deals or transfer requests
* Client/Advisor account exceptions
* Regulatory commitments (e.g., 2340 and 15C3-3)
* Reconciliation of Business, Dividend, and Transactions Breaks
* Reconciliation across BOS and Fund Companies
* Review and analysis of correct tax coding and corrections of income tax coding
* Trouble Addressing:
+ Internal/External system improvements or concerns
+ 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
+ Client or Company Companion Service
+ 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 correct 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 analytical skills
* Ability to work independently and as part of a team
* Excellent communication and problem-solving skills
* Proficiency in Microsoft Office and Google Suite
* Ability to learn and adapt to new systems and processes
**Preferred Qualifications**
* Experience in the financial industry or a related field
* Knowledge of regulatory commitments (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 and meet deadlines
**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 organizational skills
* Ability to learn and adapt to new systems and processes
* Proficiency in Microsoft Office and Google Suite
**Career Growth Opportunities and Learning Benefits**
At arenaflex, we're committed to providing our employees with opportunities for growth and development. As a Data Entry Clerk, you'll have the chance to learn and grow with our team, developing your skills and expertise in a dynamic and supportive environment. We offer a range of training and development programs, including:
* On-the-job training and mentorship
* Online training and certification programs
* Opportunities for advancement and career growth
* A supportive and collaborative team environment
**Work Environment and Company Culture**
arenaflex is a remote-friendly company, offering a flexible and supportive work environment. As a remote employee, you'll have the freedom to work from anywhere, while still being part of a dynamic and collaborative team. Our company culture is built on a foundation of respect, empathy, and open communication. We're committed to providing a positive and inclusive work environment, where everyone feels valued and supported.
**Compensation, Perks, and Benefits**
arenaflex offers a competitive compensation package, including:
* Competitive hourly rate
* Opportunities for advancement and career growth
* A range of benefits, including health insurance, retirement savings, and paid time off
* A supportive and collaborative team environment
* Flexible work arrangements, including remote work options
**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. We're committed to creating a positive and inclusive work environment, where everyone feels valued and supported.
**How to Apply**
If you're a motivated and detail-oriented individual with a passion for data entry, we encourage you to apply for this exciting opportunity. Please submit your application, including your resume and a cover letter, to [insert contact information]. We can't wait to hear from you!