Experienced Remote Data Entry Specialist – Immediate Hiring for Detail-Oriented Individuals with Strong Analytical Skills

Introduction to Our Company

We are a leading financial services company, dedicated to providing innovative solutions to our clients. Our team is passionate about delivering exceptional results, and we are now seeking a highly skilled and motivated Data Entry Specialist to join our team. As a Data Entry Specialist, you will play a critical role in ensuring the accuracy and efficiency of our data entry processes, working closely with our Retail and Institutional Service Teams to provide exceptional client service.

Job Overview

This is a fully remote role, offering you the flexibility to work from anywhere in the United States. As a Data Entry Specialist, you will be responsible for performing daily reconciliation, trade, and transfer tasks for Alternate Investments. Your key deliverables will include processing trade deal purchases in customer profiles, identifying and addressing breaks recognized between TD Ameritrade and the fund companies or transfer agents, and processing Corporate Activity Activities, among other tasks.

Key Responsibilities

• Process trade deal purchases in customer profiles and identify/ address breaks recognized between TD Ameritrade and the fund companies or transfer agents
• Process Corporate Activity Activities, settle/reconcile transactions task, and process/reconcile returns activity
• Analyze complex/escalated issues, perform testing/validation of new technology enhancements, and provider changes
• Complete projects in Trading, Dividends, Transfers, Reconciliation, and Corporate Actions that directly impact the Client/Advisor profile
• Collaborate with Retail and Institutional Service Teams using email, phone, Slack, Outlook, and Salesforce
• Interact with fund companies, transfer agents, opposite agencies, and other external business partners to resolve issues and provide exceptional client service

Duties Analysis

As a Data Entry Specialist, you will be responsible for reviewing subscription deals or transfer requests, client/advisor amount exceptions, regulatory commitments, and reconciliations of Business, Dividend, and Transactions Breaks. You will also be required to review and analyze correct tax coding and corrections of tax coding issues.

Troubleshooting

In this role, you will be expected to troubleshoot internal/external system improvements or issues, identify the root cause of breaks between TDA, the Fund, and other external partners, and provide method or technology solution alternatives to Management. You will also be responsible for remediating transfer issues with the Fund or Opposite Firm, Client or Business Partner, and answering business partner inquiries regarding Fund information requirements/eligibility.

Essential Qualifications

To be successful in this role, you will need to possess the following essential qualifications:

• Strong analytical and problem-solving skills, with the ability to analyze complex data and identify trends and patterns
• Excellent communication and interpersonal skills, with the ability to work effectively with internal and external stakeholders
• Strong attention to detail, with the ability to accurately process and reconcile large volumes of data
• Ability to work in a fast-paced environment, with the ability to prioritize tasks and meet deadlines
• Strong technical skills, with proficiency in Microsoft Office and the ability to quickly learn new systems and technologies

Preferred Qualifications

While not essential, the following preferred qualifications will be highly regarded:

• Previous experience in a data entry or related role, with a strong understanding of financial services and investments
• Knowledge of regulatory requirements, including 2340 and 15C3-3
• Experience with Salesforce, Slack, and other collaboration tools
• Strong understanding of tax coding and corrections, with the ability to analyze and resolve complex tax issues

Skills and Competencies

To be successful in this role, you will need to possess the following skills and competencies:

• Strong analytical and problem-solving skills, with the ability to analyze complex data and identify trends and patterns
• Excellent communication and interpersonal skills, with the ability to work effectively with internal and external stakeholders
• Strong attention to detail, with the ability to accurately process and reconcile large volumes of data
• Ability to work in a fast-paced environment, with the ability to prioritize tasks and meet deadlines
• Strong technical skills, with proficiency in Microsoft Office and the ability to quickly learn new systems and technologies

Career Growth Opportunities

At our company, we are committed to providing our employees with opportunities for career growth and development. As a Data Entry Specialist, you will have the opportunity to work on a variety of projects and tasks, and to develop your skills and expertise in a range of areas. We also offer a range of training and development programs, to help you achieve your career goals.

Work Environment and Company Culture

Our company culture is built on a foundation of teamwork, innovation, and exceptional client service. We are a dynamic and fast-paced organization, with a strong focus on collaboration and communication. As a Data Entry Specialist, you will be working remotely, but you will still be an integral part of our team. We offer a range of benefits and perks, including flexible working hours, professional development opportunities, and a comprehensive benefits package.

Compensation and Benefits

We offer a competitive salary and benefits package, including comprehensive health insurance, retirement savings plan, and paid time off. We also offer a range of perks and benefits, including flexible working hours, professional development opportunities, and a dynamic and supportive work environment.

Conclusion

If you are a motivated and detail-oriented individual, with strong analytical and problem-solving skills, we encourage you to apply for this exciting opportunity. As a Data Entry Specialist, you will play a critical role in ensuring the accuracy and efficiency of our data entry processes, and you will have the opportunity to work on a variety of projects and tasks. Don't miss out on this opportunity to join our team and take your career to the next level. Apply now and take the first step towards a rewarding new role.

Submit Your Application

Seize this opportunity to make a significant impact. Apply now and take the first step towards a rewarding new role.