Are you a detail-oriented and organized individual looking for a challenging and rewarding role in a dynamic environment? Do you have a passion for data entry and a strong desire to learn and grow with a forward-thinking company? Look no further than arenaflex, where we are seeking an experienced Data Entry Clerk to join our team.
**About arenaflex**
arenaflex is a leading provider of innovative solutions in the financial services industry. With a strong commitment to excellence and a passion for delivering exceptional results, we have established ourselves as a trusted partner to our clients. Our team is comprised of talented and dedicated professionals who are driven by a shared vision of excellence and a desire to make a meaningful impact.
**The Role**
As a Data Entry Clerk at arenaflex, you will play a critical role in supporting our Alternate Investments team. You will be responsible for processing trade deal purchases in customer profiles, identifying and addressing breaks between TD Ameritrade and fund companies or transfer agents, and processing corporate activity activities, transactions, and returns. You will also be responsible for analyzing complex issues, testing and validating new technology enhancements and vendor changes, and completing projects in Trading, Dividends, Transfers, Reconciliation, and Corporate Actions that directly impact the Client/Advisor profile.
**Key Responsibilities**
* Process trade deal purchases in customer profiles and identify/address breaks between TD Ameritrade and fund companies or transfer agents
* Process corporate activity activities, transactions, and returns
* Analyze complex issues and test/validate new technology enhancements and vendor changes
* Complete projects in Trading, Dividends, Transfers, Reconciliation, and Corporate Actions that directly impact the Client/Advisor profile
* Engage with Retail and Institutional Service Teams via email, phone, Slack, Overview, and Salesforce
* Collaborate with and embody TD Ameritrade Cleaning in daily interactions with fund companies, transfer agents, opposite agencies, and other external business partners
* Perform duties such as:
+ Reviewing subscription deals or transfer requests
+ Identifying client/advisor account exceptions
+ Meeting regulatory commitments (e.g., 2340 and 15C3-3)
+ Reconciling business, dividend, and transactions breaks
+ Reconciling across BOS and fund companies
+ Reviewing and analyzing correct tax coding and correcting tax coding errors
+ Troubleshooting internal/external system issues or concerns
+ Identifying root causes of breaks between TDA, the fund, etc.
+ Providing method or innovation service alternatives to management
+ Remediating transfer issues with the fund or opposite firm
+ Answering business partner inquiries regarding fund details requirements/eligibility
+ Providing follow-up on substitute expenditure moves to expedite customer demand or remediate not neat issues
+ Prompt and accurate finalization of client investing and dividend demands
**Essential Qualifications**
* High school diploma or equivalent required; associate's or bachelor's degree preferred
* 1-2 years of experience in data entry or a related field
* Strong attention to detail and organizational skills
* Ability to work in a fast-paced environment with multiple priorities and deadlines
* Excellent communication and interpersonal skills
* Ability to work independently and as part of a team
* Proficiency in Microsoft Office, including Excel, Word, and Outlook
* Familiarity with Salesforce and other CRM systems a plus
**Preferred Qualifications**
* Experience in the financial services industry or a related field
* Knowledge of regulatory requirements and compliance procedures
* Experience with data analysis and reporting
* Familiarity with TD Ameritrade and other financial systems
* Certification in data entry or a related field
**Skills and Competencies**
* Strong analytical and problem-solving skills
* Excellent communication and interpersonal skills
* Ability to work in a fast-paced environment with multiple priorities and deadlines
* Strong attention to detail and organizational skills
* Ability to work independently and as part of a team
* Proficiency in Microsoft Office, including Excel, Word, and Outlook
* Familiarity with Salesforce and other CRM systems a plus
* Strong knowledge of data entry procedures and protocols
* Ability to learn and adapt to new systems and technologies
**Career Growth Opportunities and Learning Benefits**
At arenaflex, we are committed to providing our employees with opportunities for growth and development. As a Data Entry Clerk, you will have the opportunity to learn and grow with our company, taking on new challenges and responsibilities as you progress in your career. We offer a range of training and development programs, including:
* On-the-job training and mentorship
* Professional development opportunities, including conferences and workshops
* Opportunities for advancement and career growth
* A supportive and collaborative work environment
**Work Environment and Company Culture**
arenaflex is a dynamic and fast-paced work environment that is committed to excellence and innovation. Our team is comprised of talented and dedicated professionals who are driven by a shared vision of excellence and a desire to make a meaningful impact. We offer a range of benefits and perks, including:
* Flexible work arrangements, including remote work options
* Competitive salary and benefits package
* Opportunities for professional development and career growth
* A supportive and collaborative work environment
* Recognition and rewards for outstanding performance
**Compensation, Perks, and Benefits**
arenaflex offers a competitive salary and benefits package, including:
* Competitive salary
* Comprehensive benefits package, including medical, dental, and vision insurance
* 401(k) retirement plan with company match
* Paid time off and holidays
* Flexible work arrangements, including remote work options
* Opportunities for professional development and career growth
* Recognition and rewards for outstanding performance
**Equal Opportunity Employer**
arenaflex is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace that is inclusive and respectful of all employees, and we strive to provide opportunities for growth and development for all.
**How to Apply**
If you are a motivated and detail-oriented individual with a passion for data entry and a desire to learn and grow with a forward-thinking company, we encourage you to apply for this exciting opportunity. Please submit your resume and a cover letter outlining your qualifications and experience. We look forward to hearing from you!