Experienced Data Entry Assistant – Remote / Typing Position at blithequark
Are you a detail-oriented and organized individual with exceptional typing skills, looking to join a dynamic team in a remote work environment? Do you have a passion for data entry and a keen eye for accuracy? If so, we invite you to apply for the Experienced Data Entry Assistant position at blithequark, where you will play a vital role in supporting our Alternate Investments team.
About blithequark
blithequark is a leading organization in the financial industry, dedicated to providing innovative solutions and exceptional customer service. Our team is comprised of talented professionals who share a common goal: to deliver outstanding results and exceed our clients' expectations. As a remote employee, you will be part of a collaborative and supportive team that values flexibility, work-life balance, and continuous learning.
Job Summary
As an Experienced Data Entry Assistant at blithequark, you will be responsible for performing daily reconciliation, trade, and transfer tasks for Alternate Investments. Your primary focus will be on refining trade buy and sell purchases in client profiles, recognizing and fixing breaks identified between TD Ameritrade and the fund business or transfer brokers. You will also handle Business Activity Events, settle and reconcile move activity, and process and reconcile dividend activity. Additionally, you will conduct investigations of complex and escalated issues, execute testing and validation of new technology improvements, and work with vendors to resolve issues.
Key Responsibilities
* Review and refine customer transactions in a timely and accurate manner
- Identify and resolve account exceptions, including client and advisor amount discrepancies
- Ensure compliance with governing commitments, such as 2340 and 15C3-3
- Reconcile business, returns, and transfer breaks across BOS and fund firms
- Analyze and correct tax coding issues
- Resolve internal and external issues, including source of breaks between TDA, the fund, and other external organizations
- Provide process or technology solution alternatives to management
- Remediate transfer issues with the fund or contra company
- Answer client or organization partner questions regarding fund-specific requirements and eligibility
- Provide follow-up on Substitute Investment transactions to expedite customer requests or remediate not-in-good-order concerns
- Promptly and accurately finalize customer investing and returns requests
Essential Qualifications
* 2+ years of experience in data entry, customer service, or a related field
- Excellent typing skills, with a minimum of 60 words per minute
- Strong attention to detail and accuracy
- Ability to work independently in a remote environment
- Excellent communication and problem-solving skills
- Proficiency in Microsoft Office, particularly Excel and Word
- Experience with Salesforce or similar CRM systems
Preferred Qualifications
* Experience in the financial industry, particularly in Alternate Investments
- Knowledge of tax coding and compliance regulations
- Familiarity with TD Ameritrade and other financial systems
- Experience with data analysis and reporting
- Certification in data entry or a related field
Skills and Competencies
* Strong organizational and time management skills
- Ability to prioritize tasks and meet deadlines
- Excellent problem-solving and analytical skills
- Strong communication and interpersonal skills
- Ability to work effectively in a remote environment
- Proficiency in Microsoft Office, particularly Excel and Word
- Experience with Salesforce or similar CRM systems
Career Growth Opportunities and Learning Benefits
At blithequark, we believe in investing in our employees' growth and development. As an Experienced Data Entry Assistant, you will have opportunities to:
- Develop your skills and expertise in data entry, customer service, and related areas
- Participate in training and development programs to enhance your knowledge and abilities
- Collaborate with a talented team of professionals who share your passion for excellence
- Contribute to the success of our Alternate Investments team and the organization as a whole
- Enjoy a competitive salary and benefits package, including health insurance, retirement plan, and paid time off
Work Environment and Company Culture
As a remote employee, you will work in a flexible and supportive environment that values work-life balance and continuous learning. Our team is comprised of talented professionals who share a common goal: to deliver outstanding results and exceed our clients' expectations. We believe in:
- Collaboration and teamwork
- Continuous learning and development
- Flexibility and work-life balance
- Excellence and innovation
- Customer service and satisfaction
Compensation, Perks, and Benefits
We offer a competitive salary and benefits package, including:
- Health insurance
- Retirement plan
- Paid time off
- Flexible work arrangements
- Professional development opportunities
- Recognition and rewards for outstanding performance
Equal Opportunity Employer
blithequark is an equal opportunity employer, committed to diversity and inclusion. We welcome applications from qualified candidates with arrest and conviction records. We believe in creating a workplace that is inclusive, respectful, and supportive of all employees.
How to Apply
If you are a motivated and detail-oriented individual with a passion for data entry, we invite you to apply for the Experienced Data Entry Assistant position at blithequark. Please submit your resume and cover letter to [insert contact information]. We look forward to hearing from you! Apply for this job