Experienced Data Entry Specialist – Remote Opportunity at arenaflex

At arenaflex, we're on a mission to revolutionize the way we work and live. As a leading innovator in the industry, we're committed to fostering a culture of excellence, diversity, and inclusion. We're now seeking an experienced Data Entry Specialist to join our team and contribute to our success.

About arenaflex

arenaflex is a dynamic and forward-thinking organization that's dedicated to providing cutting-edge solutions to our clients. With a strong focus on innovation, customer satisfaction, and employee growth, we're creating a workplace that's both challenging and rewarding. Our team is passionate about making a difference, and we're looking for like-minded individuals to join us on this exciting journey.

Job Summary

As a Data Entry Specialist at arenaflex, you'll play a critical role in ensuring the accuracy and efficiency of our data processing operations. You'll be responsible for performing daily reconciliation, trade, and transfer activities for various investments, as well as identifying and addressing discrepancies between TD Ameritrade and our fund business or transfer agents. This role requires strong analytical and problem-solving skills, attention to detail, and excellent communication skills.

Key Responsibilities

* Process exchange buy and sell transactions in customer profiles and identify/ address breaks recognized between TD Ameritrade and the fund business or transfer agents

• Handle Corporate Activity Events, settle/reconcile transfer activity, and process/reconcile returns activity
• Conduct research on complex/escalated issues, test/validation of new innovation improvements, and provider modifications
• Complete projects in Investing, Dividends, Transfers, Reconciliation, and Corporate Actions that directly impact the Client/Advisor account
• Analyze and refine client purchases to prevent account attrition, client dissatisfaction, and/or liability for TDA
• Communicate with Retail and Institutional Company Teams through email, phone, Slack, Outlook, and Salesforce
• Collaborate with TD Ameritrade Cleaning in our daily interactions with fund companies, transfer brokers, opposite organizations, and other outside business partners

Tasks Analysis

* Customer review of membership deals or transactions requirements

• Client/Advisor level exceptions
• Regulatory commitments (Examples: 2340 and 15C3-3)
• Settlement of Business, Dividend, and Transfer Breaks
• Reconciliation around BOS and Fund Companies
• Evaluation and analysis of applicable tax code and corrections of tax coding
• Trouble Resolving
• Internal/External body enhancements or concerns
• Origin of breaks between TDA, the Fund, etc
• Delivering method or innovation answer choices to Control
• Remediating transmission problems with the Fund or Contra Agency
• Customer or Organization Companion Service
• Answering service companion inquiries relating to Fund specific requirements/eligibility
• Providing act on Choice Investment moves to expedite the customer request or remediate not in good order concerns
• Well-timed and correct conclusion of client investing and returns requests

Essential Qualifications

* High school diploma or equivalent required; associate's or bachelor's degree in a related field preferred

• 1-2 years of experience in data entry, customer service, or a related field
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work in a fast-paced environment with multiple priorities
• Proficiency in Microsoft Office, particularly Excel and Outlook
• Familiarity with Salesforce and other CRM systems a plus

Preferred Qualifications

* Experience in the financial industry, particularly in investment or trading

• Knowledge of regulatory requirements and compliance
• Familiarity with TD Ameritrade and other financial systems
• Certification in data entry, customer service, or a related field

Skills and Competencies

* Strong attention to detail and accuracy

• Excellent analytical and problem-solving skills
• Effective communication and interpersonal skills
• Ability to work in a fast-paced environment with multiple priorities
• Proficiency in Microsoft Office, particularly Excel and Outlook
• Familiarity with Salesforce and other CRM systems
• Strong organizational and time management skills
• Ability to adapt to changing 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 certification programs
• Leadership development programs
• Cross-functional training and rotation opportunities
• Access to industry-leading conferences and events

Work Environment and Company Culture

arenaflex is a dynamic and inclusive workplace that values diversity, equity, and inclusion. We're committed to creating a work environment that's both challenging and rewarding, with opportunities for growth and development. Our team is passionate about making a difference, and we're looking for like-minded individuals to join us on this exciting journey.

Compensation, Perks, and Benefits

arenaflex offers a competitive salary and benefits package, including:

• Competitive salary and bonus structure
• Comprehensive health insurance and wellness programs
• 401(k) matching and retirement savings plan
• Paid time off and vacation days
• Professional development and training opportunities
• Access to industry-leading conferences and events
• Flexible work arrangements and remote work options

How to Apply

If you're a motivated and detail-oriented individual with a passion for data entry and customer service, we encourage you to apply for this exciting opportunity. Please submit your application, including your resume and cover letter, to [insert contact information]. We can't wait to hear from you!

Equal Employment Opportunity

arenaflex is an equal employment opportunity employer and welcomes applications from diverse candidates. We're committed to creating a workplace that's inclusive and respectful of all individuals, regardless of their background, culture, or identity. Apply for this job