Experienced Data Entry Clerk – Alternate Investments Specialist (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 Clerk to join our team. As a Data Entry Clerk, you'll play a vital role in ensuring the accuracy and efficiency of our Alternate Investments operations. This is a full-time remote opportunity, offering the flexibility to work from anywhere in the United States.

About arenaflex

arenaflex is a leading provider of innovative financial solutions, dedicated to helping our clients achieve their goals. Our team of experts is passionate about delivering exceptional service, and we're committed to creating a work environment that's collaborative, inclusive, and supportive. As a Data Entry Clerk, you'll be part of a dynamic team that's shaping the future of finance.

Key Responsibilities

As a Data Entry Clerk, you'll be responsible for:

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

Duties Analysis

* Reviewing subscription deals or transfer requests

• Identifying and addressing Client/Advisor account exceptions
• Ensuring regulatory compliance (e.g., 2340 and 15C3-3)
• Reconciling Business, Dividend, and Transactions Breaks
• Reconciling across BOS and Fund Companies
• Reviewing and analyzing correct tax coding and corrections of income tax coding
• Troubleshooting internal/external system improvements or concerns
• Identifying the 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
• Providing 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, customer service, or a related field
• Excellent communication and problem-solving skills
• Ability to work in a fast-paced environment with multiple priorities
• Proficiency in Microsoft Office, particularly Excel and Word
• Familiarity with Salesforce and other CRM systems a plus
• Strong attention to detail and accuracy

Preferred Qualifications

* Experience in the financial industry, particularly in Alternate Investments

• Knowledge of regulatory requirements and compliance
• Familiarity with TD Ameritrade systems and processes
• Experience with data analysis and reporting
• Certification in data entry, customer service, or a related field

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
• Proficiency in Microsoft Office, particularly Excel and Word
• Familiarity with Salesforce and other CRM systems
• 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 Clerk, you'll have opportunities to:

• Develop your skills and knowledge in data entry, customer service, and Alternate Investments
• Work with a dynamic team of experts in the financial industry
• Participate in training and development programs to enhance your skills and knowledge
• Take on new challenges and responsibilities as you grow and develop in your role

Work Environment and Company Culture

arenaflex is a collaborative and inclusive work environment that values diversity, equity, and inclusion. We're committed to creating a workplace that's supportive, flexible, and empowering. As a Data Entry Clerk, you'll have the opportunity to work with a talented team of experts who are passionate about delivering exceptional service.

Compensation, Perks, and Benefits

arenaflex offers a competitive compensation package, including:

• Competitive salary and benefits
• Flexible work arrangements, including remote work options
• Opportunities for career growth and development
• Collaborative and inclusive work environment
• Recognition and rewards for outstanding performance

Equal Opportunity Employer

arenaflex is an equal opportunity employer, committed to diversity, equity, and inclusion. We welcome applications from qualified candidates of all backgrounds, including minorities, women, veterans, and individuals with disabilities.

Application Instructions

If you're a motivated and detail-oriented individual who is passionate about delivering exceptional service, 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 look forward to hearing from you! Apply for this job