Experienced Data Entry Specialist – Wealth Management Conversion Initiatives

At arenaflex, we're committed to delivering exceptional services to our clients, and we're seeking a highly skilled and detail-oriented Data Entry Specialist to join our team. As a key member of our wealth management conversion initiatives, you'll play a vital role in promoting client retention, identifying opportunities to build existing relationships, and providing value-add recommendations to increase operational efficiencies.

About arenaflex

arenaflex is a leading wealth management firm dedicated to providing innovative solutions to our clients. We're passionate about delivering exceptional service, building strong relationships, and driving growth through our commitment to excellence. Our team is comprised of experienced professionals who share a common goal: to make a positive impact on our clients' lives.

Job Summary

We're seeking an Experienced Data Entry Specialist to join our team on a first shift, working 8 AM - 5 PM, Monday through Friday. As a Data Entry Specialist, you'll be responsible for processing incoming, outgoing, and internal retirement account transfers, providing value-add recommendations to increase operational efficiencies, and collaborating with internal partners to deliver timely and accurate information in response to inquiries and/or service issues.

Responsibilities

* Process incoming, outgoing, and internal retirement account transfers with high accuracy and attention to detail

• Provide value-add recommendations to increase operational efficiencies and improve client satisfaction
• Collaborate with internal partners to deliver timely and accurate information in response to inquiries and/or service issues
• Promote client retention and identify opportunities to build existing relationships through timely and accurate transfer processing and service quality
• Develop and maintain strong relationships with internal stakeholders to ensure seamless communication and collaboration

Essential Qualifications

* 2 years of experience working with Third Party Administrators (TPA's) and Independent Record-Keepers or Advisors

• Excellent operational, organizational, and follow-up skills with the ability to manage and process complex operational work
• Customer contact skills, along with excellent interpersonal, verbal, and written communication skills
• Ability to work in a fast-paced environment with multiple priorities and deadlines
• Strong attention to detail and accuracy in data entry and processing

Preferred Qualifications

* Experience working in the financial services industry

• Knowledge of data processing and management systems
• Strong analytical and problem-solving skills
• Ability to work independently and as part of a team

Skills and Competencies

* Data Entry

• Typing Skills
• Financial Services
• Time Management
• Data Processing
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work in a fast-paced environment with multiple priorities and deadlines

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
• Access to industry-leading training and certification programs
• Opportunities for career advancement and promotion

Work Environment and Company Culture

arenaflex is a dynamic and fast-paced work environment that values collaboration, innovation, and excellence. We're committed to creating a positive and inclusive work culture that supports the well-being and success of our employees. Our benefits package includes:

• Comprehensive health insurance
• Incentive and recognition program
• 401K contribution
• Paid time off and holidays
• Flexible work arrangements and remote work options

Compensation and Benefits

We offer a competitive salary range of $19.5 - $20 per hour, based on experience and qualifications. In addition, we offer a comprehensive benefits package, including health insurance, an incentive and recognition program, and 401K contribution.

How to Apply

If you're a motivated and detail-oriented individual with a passion for delivering exceptional service, we encourage you to apply for this exciting opportunity. Please submit your resume and cover letter to [insert contact information]. We look forward to hearing from you!

Equal Opportunity Employer

arenaflex is an equal opportunity employer and welcomes applications from diverse candidates. We're committed to creating a workplace that's inclusive, respectful, and supportive of all employees. If you require a reasonable accommodation to make your application or interview experience a great one, please contact [email protected].

Disclaimer

This posting is open for thirty (30) days. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Apply Job! Apply for this job