Join arenaflex, a dynamic and innovative organization, as we seek an experienced Data Entry Assistant to join our team. This is a full-time, remote opportunity that offers a unique chance to work with a forward-thinking company that values collaboration, innovation, and excellence. If you're a detail-oriented individual with exceptional typing skills and a passion for data entry, we encourage you to apply for this exciting role.
**About arenaflex**
arenaflex is a leading organization in the financial services industry, dedicated to providing exceptional customer experiences and innovative solutions. Our team is comprised of talented professionals who share a common goal: to deliver outstanding results and exceed customer expectations. As a Data Entry Assistant at arenaflex, you'll be part of a dynamic team that values collaboration, creativity, and continuous learning.
**Key Responsibilities**
As a Data Entry Assistant at arenaflex, you'll be responsible for performing daily reconciliation, trade, and transfer tasks for Alternate Investments. Your crucial deliverables will include:
* Refining trade buy and sell purchases in client profiles
* Recognizing and fixing breaks identified between TD Ameritrade and the fund business or transfer brokers
* Handling Business Activity Events
* Settling and reconciling move activity
* Processing and reconciling dividend activity
* Conducting investigation of complex/escalated issues
* Executing testing/validation of new technology improvements and vendor adjustments
**Responsibilities Analysis**
Your day-to-day responsibilities will involve:
* Customer review of membership agreements or transfer requests
* Client/Advisor amount exceptions
* Governing commitments (e.g., 2340 and 15C3-3)
* Reconciliation of Business, Returns, and Move Breaks
* Reconciliation across BOS and Fund Firms
* Assessment and analysis of applicable tax code and corrections of tax coding
* Internal/External body augmentations or concerns
* Source of ruptures between TDA, the Fund, etc.
* Providing process or technology solution alternatives to Management
* Remediating transfer issues with the Fund or Contra Company
* Answering company companion questions relating to Fund specific requirements/eligibility
* Providing follow-up on Substitute Investment transactions to expedite the customer request or remediate not in good order concerns
* Prompt and accurate finalization of customer investing and returns demands
**Essential Qualifications**
To be successful in this role, you'll need:
* 2+ years of experience in data entry, reconciliation, or a related field
* Excellent typing skills (at least 60 wpm)
* Strong attention to detail and accuracy
* Ability to work independently and as part of a team
* Excellent communication and interpersonal skills
* Proficiency in Microsoft Office, particularly Excel
* Experience with Salesforce or similar CRM systems
* Ability to learn and adapt to new technology and processes
**Preferred Qualifications**
While not required, the following qualifications would be an asset:
* Experience in the financial services industry
* Knowledge of tax code and regulations
* Familiarity with TD Ameritrade and/or fund business systems
* Certification in data entry or a related field
* Experience with data analysis and reporting
**Skills and Competencies**
To succeed in this role, you'll need to possess:
* Strong analytical and problem-solving skills
* Excellent organizational and time management skills
* Ability to work under pressure and meet deadlines
* Strong communication and interpersonal skills
* Ability to learn and adapt to new technology and processes
* Strong attention to detail and accuracy
**Career Growth Opportunities and Learning Benefits**
As a Data Entry Assistant at arenaflex, you'll have opportunities to:
* Develop your skills and knowledge in data entry, reconciliation, and related areas
* Work with a dynamic team of professionals who share a common goal
* Participate in ongoing training and development programs
* Take on additional responsibilities and contribute to the growth and success of the organization
* Enjoy a competitive salary and benefits package
**Work Environment and Company Culture**
arenaflex is committed to creating a positive and inclusive work environment that values collaboration, innovation, and excellence. Our team is comprised of talented professionals who share a common goal: to deliver outstanding results and exceed customer expectations. As a Data Entry Assistant at arenaflex, you'll be part of a dynamic team that values:
* Collaboration and teamwork
* Innovation and creativity
* Continuous learning and development
* Excellence and customer satisfaction
* Diversity and inclusion
**Compensation, Perks, and Benefits**
arenaflex offers a competitive salary and benefits package, including:
* Competitive salary
* Comprehensive health insurance
* 401(k) matching program
* Paid time off and holidays
* Opportunities for professional development and growth
* Flexible work arrangements and remote work options
**Equal Opportunity Employer**
arenaflex is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a positive and inclusive work environment that values collaboration, innovation, and excellence.
**How to Apply**
If you're a motivated and detail-oriented individual with exceptional typing skills and a passion for data entry, we encourage you to apply for this exciting role. Please submit your resume and cover letter to [insert contact information]. We look forward to hearing from you!
**Note:** arenaflex is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a positive and inclusive work environment that values collaboration, innovation, and excellence.
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