Join Our Team as a Remote Data Entry Specialist and Be Part of a Dynamic Team at TD Ameritrade
TD Ameritrade is a leading online brokerage firm that provides innovative trading solutions, educational resources, and exceptional customer service. We are seeking an experienced Remote Data Entry Specialist to join our team, focusing on Alternative Investments Reconciliation and Trade Support. As a Remote Data Entry Specialist, you will play a critical role in ensuring the accuracy and efficiency of our client accounts, trade activities, and financial transactions. If you have a passion for detail, excellent analytical skills, and a strong desire to work in a dynamic and fast-paced environment, we encourage you to apply for this exciting opportunity.
About the Role
As a Remote Data Entry Specialist - Alternative Investments Reconciliation and Trade Support, you will be responsible for performing daily reconciliation, trade, and transfer activities for Alternative Investments. Your primary focus will be on refining exchange deal transactions in client accounts, identifying and addressing breaks between TD Ameritrade and fund companies or transfer representatives, and processing Corporate Activity Activities. You will also be involved in researching complex issues, testing new technology augmentations, and validating vendor changes.
Key Responsibilities:
- Perform daily reconciliation, trade, and transfer activities for Alternative Investments, ensuring accuracy and efficiency in client accounts.
- Refine exchange deal transactions in client accounts, identifying and addressing breaks between TD Ameritrade and fund companies or transfer representatives.
- Process Corporate Activity Activities, settling and reconciling transactions, and processing dividend activity.
- Conduct research on complex and escalated issues, performing testing and validation of new technology augmentations and vendor changes.
- Evaluate and review registration arrangements, transactions requests, and client/advisor level exemptions.
- Reconcile Field, Dividend, and Move Breaks across BOS and Fund Business.
- Analyze and interpret suitable tax programming and corrections of tax coding.
- Handle internal and external system improvements or issues, providing method or technology service options to management.
- Remediate transactions issues with the Fund or Opposite Company.
- Provide exceptional customer or business partner service, answering service partner questions concerning Fund specific requirements/eligibility.
- Ensure timely and accurate completion of customer trading and dividend requests.
Requirements and Qualifications
Essential Qualifications:
- High school diploma or equivalent required; associate's or bachelor's degree preferred.
- 1-2 years of experience in a related field, preferably in a financial services or investment environment.
- Strong analytical and problem-solving skills, with attention to detail and ability to work accurately in a fast-paced environment.
- Excellent communication and interpersonal skills, with ability to work effectively with internal and external partners.
- Proficiency in Microsoft Office, particularly Excel, Word, and Outlook.
- Experience with financial systems, software, and technology, including Salesforce.
Preferred Qualifications:
- Experience in Alternative Investments, trade support, or reconciliation.
- Familiarity with TD Ameritrade systems, processes, and procedures.
- Knowledge of financial regulations, including 2340 and 15C3-3.
- Certifications in financial services or related fields (e.g., Series 7, Series 66).
Skills and Competencies
To be successful in this role, you will need:
- Strong analytical and problem-solving skills.
- Excellent attention to detail and organizational skills.
- Effective communication and interpersonal skills.
- Ability to work accurately and efficiently in a fast-paced environment.
- Proficiency in financial systems, software, and technology.
- Strong customer service and problem-solving skills.
Career Growth Opportunities and Learning Benefits
At TD Ameritrade, we are committed to the growth and development of our employees. As a Remote Data Entry Specialist, you will have opportunities to:
- Develop your skills and expertise in Alternative Investments, trade support, and reconciliation.
- Advance your career within the company, with opportunities for promotion and professional growth.
- Participate in training and development programs, including mentorship and coaching.
- Collaborate with experienced professionals and contribute to the success of our team.
Work Environment and Company Culture
As a remote employee, you will have the flexibility to work from home and enjoy a better work-life balance. Our company culture is built on:
- Collaboration and teamwork.
- Innovation and creativity.
- Customer focus and exceptional service.
- Diversity, equity, and inclusion.
- Professional development and growth.
Compensation, Perks, and Benefits
We offer a competitive compensation package, including:
- Competitive salary and benefits.
- Opportunities for bonuses and incentives.
- Comprehensive health insurance and wellness programs.
- Retirement savings plan and financial planning resources.
- Paid time off and holidays.
Equal Opportunity Employer
TD Ameritrade is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive and respectful workplace culture that values diversity, equity, and inclusion.
How to Apply
If you are a motivated and detail-oriented professional looking for a challenging and rewarding role, please submit your application, including your resume and cover letter, to [insert contact information]. We look forward to hearing from you!
Don't miss this opportunity to join our dynamic team and take the next step in your career! Apply now and be part of the TD Ameritrade team!
Apply Now