Experienced Data Entry Specialist – Alternate Investments (Remote) at arenaflex

At arenaflex, we're a dynamic and innovative organization that's revolutionizing the way we approach data entry and reconciliation. As a key member of our team, you'll play a vital role in ensuring the accuracy and efficiency of our operations. We're seeking an experienced Data Entry Specialist to join our team, working remotely and collaborating with our Retail and Institutional Service Teams.

About arenaflex

arenaflex is a leading provider of innovative solutions for the financial industry. Our mission is to empower our clients with cutting-edge technology and exceptional service. We're committed to fostering a culture of excellence, diversity, and inclusion, where our employees can grow and thrive. With a strong focus on customer satisfaction and operational efficiency, we're constantly pushing the boundaries of what's possible.

Job Summary

As a Data Entry Specialist at arenaflex, you'll be responsible for processing trade deal purchases, reconciling transactions, and addressing breaks between TD Ameritrade and fund companies or transfer agents. You'll work closely with our Retail and Institutional Service Teams, using email, phone, Slack, Overview, and Salesforce to ensure seamless communication and collaboration. Your attention to detail, analytical skills, and ability to work under pressure will be essential in delivering high-quality results and meeting our operational goals.

Key Responsibilities

* Process trade deal purchases in customer profiles and identify/address breaks between TD Ameritrade and fund companies or transfer agents

• Reconcile Corporate Activity Activities, settle/reconcile transactions, and process/reconcile returns activity
• Analyze complex/escalated issues, test/validation of new innovation enhancements, and provider modifications
• Complete projects in Trading, Dividends, Transfers, Reconciliation, and Corporate Actions that directly impact the Client/Advisor profile
• Collaborate with Retail and Institutional Service Teams to ensure timely and accurate processing of client transactions
• Engage with fund companies, transfer agents, opposite agencies, and other external business partners to resolve issues and improve operational efficiency

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, reconciliation, or a related field
• Strong analytical and problem-solving skills, with attention to detail and accuracy
• Excellent communication and interpersonal skills, with ability to work effectively with diverse teams and stakeholders
• Proficiency in Microsoft Office, particularly Excel, and experience with Salesforce or similar CRM systems
• Ability to work in a fast-paced environment, with flexibility to adapt to changing priorities and deadlines

Preferred Qualifications

* Experience working in the financial industry, particularly in data entry, reconciliation, or a related field

• Knowledge of regulatory requirements, such as 2340 and 15C3-3
• Familiarity with tax coding and corrections
• Experience with internal/external system improvements or concerns
• Ability to analyze complex issues and provide recommendations for improvement

Skills and Competencies

* Strong analytical and problem-solving skills, with attention to detail and accuracy

• Excellent communication and interpersonal skills, with ability to work effectively with diverse teams and stakeholders
• Proficiency in Microsoft Office, particularly Excel, and experience with Salesforce or similar CRM systems
• Ability to work in a fast-paced environment, with flexibility to adapt to changing priorities and deadlines
• Strong organizational and time management skills, with ability to prioritize tasks and meet deadlines
• Ability to work independently and as part of a team, with a customer-centric approach

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 programs, including:

• On-the-job training and mentorship
• Professional development opportunities, such as conferences and workshops
• Access to online learning platforms and resources
• Opportunities for advancement and career growth within the company

Work Environment and Company Culture

arenaflex is a dynamic and innovative organization that values diversity, inclusion, and employee well-being. We offer a range of benefits and perks, including:

• Flexible work arrangements, including remote work options
• Comprehensive health and wellness programs
• Employee recognition and reward programs
• Access to on-site fitness facilities and wellness programs
• Opportunities for socialization and community involvement

Compensation, Perks, and Benefits

arenaflex offers a competitive compensation package, including:

• Salary: $45,000 - $60,000 per year, depending on experience
• Benefits: comprehensive health and wellness programs, including medical, dental, and vision coverage
• Perks: flexible work arrangements, employee recognition and reward programs, and access to on-site fitness facilities and wellness programs
• Retirement plan: 401(k) or similar retirement plan, with company match

Equal Opportunity Employer

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

How to Apply

If you're a motivated and detail-oriented individual with a passion for data entry and reconciliation, 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! Apply Now! Apply for this job