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Experienced Data Entry Specialist – Alternative Investments Remote Work Opportunity

Worldwide Salaried Open

At arenaflex, we're committed to revolutionizing the financial services industry with innovative solutions and exceptional customer experiences. As a leading player in the Alternative Investments space, we're seeking a highly skilled and detail-oriented Data Entry Specialist to join our remote team. If you're passionate about delivering exceptional results, working collaboratively with cross-functional teams, and staying up-to-date with the latest industry trends, we want to hear from you.

Job Summary:

As a Data Entry Specialist at arenaflex, you'll play a critical role in ensuring the accuracy and efficiency of our Alternative Investments operations. You'll be responsible for performing daily reconciliation, trade, and transfer activities, refining exchange deal transactions, and identifying/ addressing discrepancies between TD Ameritrade and our fund business or transfer representatives. This role also involves processing Corporate Activity Activities, settling/reconciling transactions activity, and processing/reconciling dividend activity. You'll work closely with our Retail and Institutional Service Teams, as well as external partners, to deliver exceptional results and drive business growth.

Key Responsibilities:

* Perform daily reconciliation, trade, and transfer activities for Alternative Investments

  • Refine exchange deal transactions in client accounts and identify/address discrepancies between TD Ameritrade and our fund business or transfer representatives
  • Process Corporate Activity Activities, settle/reconcile transactions activity, and process/reconcile dividend activity
  • Conduct research on complex/escalated issues and perform testing/validation of new technology augmentations and vendor changes
  • Complete projects in Investing, Dividends, Transfers, Reconciliation, and Corporate Actions that directly impact the Client/Advisor account
  • Collaborate with Retail and Institutional Service Teams, as well as external partners, to deliver exceptional results and drive business growth
  • Communicate effectively with clients, advisors, and internal stakeholders through email, phone, Slack, Outlook, and Salesforce

Essential Qualifications:

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

  • Strong understanding of Alternative Investments, including trading, transfers, and corporate actions
  • Excellent analytical and problem-solving skills, with the ability to identify and resolve complex issues
  • Proficiency in Microsoft Office, particularly Excel, and experience with Salesforce
  • Strong communication and interpersonal skills, with the ability to work effectively with cross-functional teams and external partners
  • Ability to work in a fast-paced environment, with a high level of accuracy and attention to detail
  • Bachelor's degree in a related field, such as finance, accounting, or business administration

Preferred Qualifications:

* Experience working in a remote or virtual environment

  • Familiarity with TD Ameritrade systems and processes
  • Knowledge of regulatory requirements, such as 2340 and 15C3-3
  • Experience with tax programming and coding
  • Certification in a related field, such as Certified Data Analyst (CDA) or Certified Financial Analyst (CFA)

Skills and Competencies:

* Strong analytical and problem-solving skills, with the ability to identify and resolve complex issues

  • Excellent communication and interpersonal skills, with the ability to work effectively with cross-functional teams and external partners
  • Ability to work in a fast-paced environment, with a high level of accuracy and attention to detail
  • Strong technical skills, including proficiency in Microsoft Office and experience with Salesforce
  • Ability to adapt to changing priorities and deadlines, with a focus on delivering exceptional results
  • Strong business acumen, with the ability to understand the impact of data entry on business outcomes

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 access to a range of training and development opportunities, including:

  • Ongoing training and support to ensure you have the skills and knowledge you need to succeed
  • Opportunities for career advancement, including promotions and new roles
  • Access to industry-leading tools and technologies, including Salesforce and Microsoft Office
  • Collaborative and supportive work environment, with a focus on teamwork and open communication

Work Environment and Company Culture:

At arenaflex, we're proud of our inclusive and supportive company culture. We believe in fostering a work environment that's collaborative, innovative, and fun. As a remote employee, you'll have the flexibility to work from anywhere, while still being part of a dynamic and supportive team. We offer a range of benefits and perks, including:

  • Flexible work arrangements, including remote work options
  • Comprehensive benefits package, including health insurance, retirement savings, and paid time off
  • Access to industry-leading tools and technologies
  • Collaborative and supportive work environment, with a focus on teamwork and open communication
  • Opportunities for career advancement and professional growth

Compensation, Perks, and Benefits:

We offer a competitive salary and benefits package, including:

  • Salary range: $45,000 - $60,000 per year, depending on experience
  • Comprehensive benefits package, including health insurance, retirement savings, and paid time off
  • Access to industry-leading tools and technologies
  • Flexible work arrangements, including remote work options
  • Opportunities for career advancement and professional growth

How to Apply:

If you're a motivated and detail-oriented individual with a passion for delivering exceptional results, we want to hear from you. Please submit your application, including your resume and a cover letter, through our website. We can't wait to hear from you! Apply Now! Apply for this job

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