Experienced Virtual Data Entry Clerk – Remote Opportunity at arenaflex

At arenaflex, we're on a mission to revolutionize the way we approach data entry and customer service. As a leading innovator in the industry, we're constantly pushing the boundaries of what's possible and seeking talented individuals to join our team. If you're a motivated and detail-oriented individual with a passion for data entry, we want to hear from you.

About arenaflex

arenaflex is a cutting-edge company that's dedicated to providing top-notch services to our clients. With a strong focus on innovation and customer satisfaction, we're constantly striving to improve our processes and deliver exceptional results. Our team is made up of talented individuals from diverse backgrounds, and we're committed to creating a work environment that's inclusive, supportive, and fun.

Job Summary

We're seeking an experienced Virtual Data Entry Clerk to join our team on a full-time basis. As a key member of our team, you'll be responsible for processing trade deal purchases, reconciling transactions, and addressing breaks between TD Ameritrade and fund companies or transfer agents. This is a remote opportunity that offers a competitive salary and a range of benefits.

Key Responsibilities

As a Virtual Data Entry Clerk at arenaflex, you'll be responsible for the following key tasks:

• Processing trade deal purchases in customer profiles and determining/addressing breaks recognized between TD Ameritrade and the fund companies or transfer agents
• Processing Corporate Activity Activities, settling/reconciling transactions, and processing/reconciling returns activity
• Executing analysis of complex/escalated issues, testing/validation of new innovation enhancements, and provider modifications
• Completing projects in Trading, Dividends, Transfers, Reconciliation, and Corporate Actions that directly influence the Client/Advisor profile
• Engaging with Retail and Institutional Service Teams using email, phone, Slack, Overview, and Salesforce
• Interacting with and embodying TD Ameritrade Cleaning in our daily connections with fund businesses, transfer agents, opposite agencies, and other external company partners

Duties and Responsibilities

* Review and analysis of 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 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

• 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 and as part of a team
• Proficiency in Microsoft Office and Google Suite
• Experience with Salesforce and other CRM systems a plus

Preferred Qualifications

* 2+ years of experience in data entry or a related field

• Experience with TD Ameritrade and fund companies or transfer agents
• Knowledge of regulatory commitments (e.g., 2340 and 15C3-3)
• Experience with tax coding and corrections
• Familiarity with Salesforce and other CRM systems
• Experience with system improvements or concerns

Skills and Competencies

* Strong attention to detail and organizational skills

• Ability to work in a fast-paced environment and meet deadlines
• Excellent communication and interpersonal skills
• Ability to analyze complex issues and provide solutions
• Proficiency in Microsoft Office and Google Suite
• Experience with Salesforce and other CRM systems a plus

Career Growth Opportunities and Learning Benefits

At arenaflex, we're committed to helping our employees grow and develop their careers. We offer a range of training and development opportunities, including:

• On-the-job training and mentorship
• Professional development programs and workshops
• Opportunities for advancement and career growth
• Access to industry-leading tools and technologies
• A supportive and inclusive work environment

Work Environment and Company Culture

arenaflex is a remote-friendly company that offers a flexible and supportive work environment. We're committed to creating a culture that's inclusive, supportive, and fun. Our team is made up of talented individuals from diverse backgrounds, and we're passionate about making a positive impact in our community.

Compensation, Perks, and Benefits

We offer a competitive salary and a range of benefits, including:

• Competitive salary
• Comprehensive health insurance
• 401(k) matching program
• Paid time off and holidays
• Flexible work arrangements
• Professional development opportunities
• Access to industry-leading tools and technologies

Equal Opportunity Employer

arenaflex is an equal opportunity employer and welcomes applications from diverse candidates. We're committed to creating a work environment that's inclusive, supportive, and fun.

How to Apply

If you're a motivated and detail-oriented individual with a passion for data entry, we want to hear from you. Please submit your application, including your resume and a cover letter, to [insert contact information]. We can't wait to hear from you!

Note:

arenaflex is an equal opportunity employer and welcomes applications from diverse candidates. We're committed to creating a work environment that's inclusive, supportive, and fun. Apply for this job