Experienced Data Entry Assistant – Remote / Typing Position at arenaflex

At arenaflex, we're dedicated to providing exceptional customer experiences and delivering top-notch financial services to our clients. As a key member of our team, the Data Entry Assistant will play a vital role in ensuring the accuracy and efficiency of our daily operations. If you're a detail-oriented, tech-savvy individual with a passion for data entry, we encourage you to apply for this exciting opportunity.

About arenaflex

arenaflex is a leading provider of innovative financial solutions, serving a diverse range of clients across the United States. Our team is comprised of talented professionals who share a common goal: to deliver exceptional service, drive growth, and build lasting relationships with our clients. As a remote employee, you'll have the flexibility to work from anywhere, while still being part of a dynamic and collaborative team.

Key Responsibilities

As a Data Entry Assistant at arenaflex, you'll be responsible for:

• Performing daily reconciliation, trade, and transfer tasks for Alternate Investments
• Refining trade buy and sell purchases in client profiles, as well as identifying and fixing breaks between TD Ameritrade and the fund business or transfer brokers
• Handling Business Activity Events, settling/reconciling move activity, and processing/reconciling dividend activity
• Conducting investigation of complex/escalated issues, executing testing/validation of new technology improvements, and vendor adjustments
• Completing assignments in Exchanging, Dividends, Transfers, Settlement, and Business Actions that directly impact the Client/Advisor profile

Why This Role Matters

As a Data Entry Assistant, your attention to detail and ability to translate or refine customer transactions in an excellent manner will directly impact the client's experience. Your work will help prevent account attrition, client dissatisfaction, and liability for arenaflex. This role connects closely with Retail and Institutional Business Teams via email, phone, Slack, Expectation, and Salesforce, and directly interacts with and represents arenaflex in our daily connections with fund business, transmission agents, contra companies, and other outside organization partners.

Responsibilities Analysis

* Customer review of membership agreements or transfer requests

• Client/Advisor account exceptions
• Governing commitments (e.g., 2340 and 15C3-3)
• Reconciliation of Business, Returns, and Transfer Breaks
• Reconciliation across BOS and Fund Firms
• Assessment and analysis of applicable tax code and corrections of tax coding
• Issue Resolving:

+ Internal/External body augmentations or concerns + Source of breaks between TDA, the Fund, etc. + Providing process or technology solution alternatives to Management + Remediating transfer issues with the Fund or Contra Company + Answering company companion questions regarding Fund specific requirements/eligibility + Providing follow-up on Substitute Investment transactions to expedite the customer request or remediate not in good order concerns + Prompt and exact finalization of customer investing and returns demands

Essential Qualifications

* 1-2 years of experience in data entry, customer service, or a related field

• High school diploma or equivalent required; associate's or bachelor's degree preferred
• Excellent communication and problem-solving skills
• Ability to work independently and as part of a team
• Strong attention to detail and organizational skills
• Proficiency in Microsoft Office, particularly Excel and Word
• Experience with Salesforce or similar CRM systems a plus
• Ability to adapt to new technology and processes quickly

Preferred Qualifications

* Experience in the financial industry or a related field

• Knowledge of regulatory requirements and compliance
• Familiarity with data entry software and systems
• Certification in data entry or a related field (e.g., Certified Data Entry Specialist)

Skills and Competencies

* Strong analytical and problem-solving skills

• Excellent communication and interpersonal skills
• Ability to work in a fast-paced environment and prioritize tasks effectively
• Strong attention to detail and organizational skills
• Proficiency in Microsoft Office, particularly Excel and Word
• Experience with Salesforce or similar CRM systems a plus
• Ability to adapt to new technology and processes quickly

Career Growth Opportunities and Learning Benefits

As a Data Entry Assistant at arenaflex, you'll have the opportunity to:

• Develop your skills and expertise in data entry, customer service, and financial services
• Work with a talented team of professionals who share a common goal: to deliver exceptional service and drive growth
• Participate in ongoing training and development programs to enhance your skills and knowledge
• Take on new challenges and responsibilities as you grow and develop in your role
• Enjoy a dynamic and supportive work environment that fosters collaboration and innovation

Work Environment and Company Culture

arenaflex is committed to creating a work environment that is inclusive, diverse, and supportive. We believe in fostering a culture of collaboration, innovation, and continuous learning. As a remote employee, you'll have the flexibility to work from anywhere, while still being part of a dynamic and collaborative team.

Compensation, Perks, and Benefits

arenaflex offers a competitive compensation package, including:

• Competitive salary and benefits
• Opportunities for career growth and advancement
• Ongoing training and development programs
• Flexible work arrangements, including remote work options
• Access to a dynamic and supportive team of professionals
• 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 work environment that is inclusive, diverse, and supportive.

How to Apply

If you're a motivated and detail-oriented individual with a passion for data entry, 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! Apply Now! Apply for this job