Experienced Data Entry Specialist – Alternate Investments (Remote Opportunity)

At arenaflex, we're dedicated to providing innovative solutions for the financial industry, and we're seeking a highly skilled and detail-oriented Data Entry Specialist to join our team. As a key member of our Alternate Investments department, you'll play a vital role in processing trade deals, reconciling transactions, and ensuring seamless interactions with our clients and external partners.

About arenaflex

arenaflex is a leading provider of financial services, committed to delivering exceptional results and building long-lasting relationships with our clients. Our team is passionate about innovation, collaboration, and excellence, and we're always looking for talented individuals who share our values. As a remote employee, you'll enjoy the flexibility to work from anywhere, while still being part of a dynamic and supportive team.

Job Summary

As a Data Entry Specialist, you'll be responsible for processing trade deals, reconciling transactions, and addressing breaks between TD Ameritrade and fund companies or transfer agents. You'll also be involved in processing Corporate Activity Activities, settling/reconciling transactions, and processing/reconciling returns activity. Additionally, you may be required to perform analysis of complex/escalated issues, test/validation of new innovation enhancements, and provider modifications.

Key Responsibilities

* Process trade deal purchases in customer profiles and determine/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
• Review and analyze correct tax coding and corrections of tax coding
• Address internal/external system improvements or concerns, root cause of breaks between TDA, the Fund, etc.
• Provide 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 in a related field preferred

• 1-2 years of experience in data entry, customer service, or a related field
• Strong attention to detail and organizational skills
• Ability to work independently and as part of a team
• Excellent communication and problem-solving skills
• Proficiency in Microsoft Office, particularly Excel and Word
• Experience with Salesforce or similar CRM software a plus

Preferred Qualifications

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

• Experience working in the financial industry or with Alternate Investments
• Knowledge of regulatory commitments (e.g., 2340 and 15C3-3)
• Experience with trade deal processing, reconciliation, and corporate activity activities
• Familiarity with tax coding and corrections
• Experience with system improvements or concerns, root cause of breaks between TDA, the Fund, etc.

Skills and Competencies

* Strong analytical and problem-solving skills

• Excellent communication and interpersonal skills
• Ability to work in a fast-paced environment and prioritize tasks effectively
• Strong attention to detail and organizational skills
• Proficiency in Microsoft Office, particularly Excel and Word
• Experience with Salesforce or similar CRM software a plus

Career Growth Opportunities and Learning Benefits

At arenaflex, we're committed to helping our employees grow and develop their skills. As a Data Entry Specialist, you'll have opportunities to:

• Work on complex projects and develop your analytical and problem-solving skills
• Collaborate with our team to identify and implement process improvements
• Participate in training and development programs to enhance your skills and knowledge
• Take on additional responsibilities and contribute to the growth and success of our team

Work Environment and Company Culture

As a remote employee, you'll enjoy the flexibility to work from anywhere, while still being part of a dynamic and supportive team. Our company culture is built on innovation, collaboration, and excellence, and we're committed to providing a positive and inclusive work environment for all employees.

Compensation, Perks, and Benefits

arenaflex offers a competitive salary and benefits package, including:

• Competitive salary and bonus structure
• Comprehensive health insurance and retirement plan
• Paid time off and holidays
• Professional development opportunities and training programs
• Flexible work arrangements and remote work options

Equal Opportunity Employer

arenaflex is an equal opportunity employer and welcomes applications from diverse candidates. We're committed to creating a workplace that's inclusive and respectful of all employees, and we're proud to be an equal opportunity employer for Minorities, Women, Veterans, and Disabled individuals.

Application Instructions

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 resume and cover letter to [insert contact information]. We can't wait to hear from you!

Note:

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