Introduction to blithequark and the Industry
At blithequark, we are pioneers in the field of remote work, offering a wide range of opportunities for individuals to grow and develop their skills in a dynamic and supportive environment. As a leader in the industry, we are committed to providing our employees with the tools and resources they need to succeed, while also fostering a culture of innovation and excellence. The data entry field is a critical component of our operations, and we are seeking a highly skilled and motivated individual to join our team as an Entry Level Data Entry Specialist.
Job Overview
The Entry Level Data Entry Specialist will be responsible for performing daily reconciliation, trade, and transfer activities for various investments. This is a remote work opportunity, offering the flexibility and convenience of working from home. The ideal candidate will possess a strong and diverse skillset, with excellent organizational and analytical skills, and the ability to work independently with minimal supervision.
Key Responsibilities
- Process exchange buy and sell transactions in customer profiles, and identify and address breaks recognized between blithequark and fund companies or transfer representatives
- Handle Corporate Activity Events, settle and reconcile transfer activity, and process and reconcile returns activity
- Conduct research on complex and escalated issues, and perform testing and validation of new technology improvements and company changes
- Complete projects in Investing, Dividends, Transfers, Reconciliation, and Corporate Actions that directly impact Client/Advisor accounts
- Communicate primarily with Retail and Institutional Business Teams through email, phone, Slack, Outlook, and Salesforce
- Collaborate with blithequark teams, including fund companies, transfer brokers, contra organizations, and other external business partners
Tasks Analysis
- Client review of membership deals or transactions requests
- Client/Advisor level exceptions
- Regulatory commitments (Examples: 2340 and 15C3-3)
- Settlement of Corporate, Dividend, and Transfer Breaks
- Reconciliation around BOS and Fund Companies
- Evaluation and analysis of relevant tax code and corrections of tax coding
Trouble Shooting
- Internal/External system enhancements or issues
- Origin of breaks between blithequark, the Fund, etc.
- Delivering method or technology solution options to Control
- Remediating transmission problems with the Fund or Contra Agency
- Responding to service partner inquiries regarding Fund specific requirements/eligibility
- Providing action on Option Investment moves to expedite the client request or remediate not in good order issues
- Timely and accurate completion of client investing and returns requests
Essential and Preferred Qualifications
To be successful in this role, the ideal candidate will possess the following essential qualifications:
- High school diploma or equivalent required
- 1-2 years of experience in data entry or a related field
- Excellent organizational and analytical skills
- Strong attention to detail and ability to work accurately in a fast-paced environment
- Ability to work independently with minimal supervision
- Excellent communication and interpersonal skills
- Ability to learn and adapt to new systems and processes quickly
Preferred qualifications include:
- Associate's or Bachelor's degree in a related field
- 2-3 years of experience in data entry or a related field
- Experience with financial systems and software
- Knowledge of regulatory requirements and compliance
Skills and Competencies
The ideal candidate will possess the following skills and competencies:
- Strong technical skills, including proficiency in Microsoft Office and Google Suite
- Excellent problem-solving and analytical skills
- Ability to work in a team environment and collaborate with others
- Strong communication and interpersonal skills
- Ability to adapt to changing priorities and deadlines
- Strong attention to detail and ability to work accurately in a fast-paced environment
Career Growth Opportunities and Learning Benefits
At blithequark, we are committed to providing our employees with opportunities for growth and development. As an Entry Level Data Entry Specialist, you will have the opportunity to learn and develop new skills, and advance in your career. We offer a range of training and development programs, including on-the-job training, mentorship, and formal education opportunities.
Work Environment and Company Culture
At blithequark, we pride ourselves on our dynamic and supportive work environment. We believe in fostering a culture of innovation and excellence, and we are committed to providing our employees with the tools and resources they need to succeed. Our company culture is built on the values of teamwork, integrity, and respect, and we are seeking individuals who share these values and are passionate about making a difference.
Compensation, Perks, and Benefits
We offer a competitive compensation package, including a salary range of $40,000 - $60,000 per year, depending on experience. We also offer a range of perks and benefits, including:
- Flexible work arrangements, including remote work options
- Comprehensive health and dental insurance
- 401(k) matching program
- Paid time off and holidays
- Professional development opportunities
Conclusion
If you are a motivated and detail-oriented individual with a passion for data entry and a desire to work in a dynamic and supportive environment, we encourage you to apply for this exciting opportunity. At blithequark, we are committed to providing our employees with the tools and resources they need to succeed, and we are seeking individuals who share our values and are passionate about making a difference. Don't hesitate to apply – we look forward to hearing from you!
blithequark is an equal opportunities employer and welcomes applications from diverse candidates. We are committed to creating an inclusive and supportive work environment, and we encourage applications from individuals with disabilities, minorities, women, and veterans.
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