Experienced Data Entry Specialist – Alternate Investments (Remote Opportunity)
Job Summary:
Join arenaflex, a leading innovator in the financial services industry, as a highly skilled Data Entry Specialist for Alternate Investments. This is a unique opportunity to work in a full-remote setting, leveraging your expertise to drive business growth and customer satisfaction. As a key member of our team, you will be responsible for processing trade deals, reconciling transactions, and resolving complex issues. If you are a detail-oriented individual with excellent analytical skills and a passion for delivering exceptional results, we encourage you to apply.
About arenaflex:
arenaflex is a forward-thinking organization that is revolutionizing the way financial services are delivered. Our commitment to innovation, customer satisfaction, and employee growth has earned us a reputation as a leader in the industry. As a Data Entry Specialist, you will be part of a dynamic team that is dedicated to providing exceptional service to our clients and partners.
Key Responsibilities:
As a Data Entry Specialist for Alternate Investments, your primary responsibilities will include:
- Processing trade deal purchases in customer profiles and identifying/addressing breaks recognized between arenaflex and fund companies or transfer agents
- Processing Corporate Activity Activities, settling/reconciling transactions, and processing/reconciling returns activity
- Executing analysis of complex/escalated issues, testing/validation of new innovation enhancements, and provider modifications
- Completing projects in Trading, Dividends, Transfers, Reconciliation, and Corporate Actions that directly impact the Client/Advisor profile
- Engaging with Retail and Institutional Service Teams through email, phone, Slack, Overview, and Salesforce
- Interacting with and embodying arenaflex's values in daily connections with fund companies, transfer agents, opposite agencies, and other external business partners
Duties Analysis:
* Reviewing subscription deals or transfer requests
- Identifying and addressing Client/Advisor account exceptions
- Ensuring regulatory compliance (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 corrections of income tax coding
- Troubleshooting internal/external system improvements or concerns
- Identifying root causes of breaks between arenaflex, the Fund, etc.
- Providing method or innovation service alternatives to Management
- Remediating transfer issues with the Fund or Opposite Firm
- Providing follow-up on Substitute Expenditure moves to expedite the 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 in a related field preferred
- 1-2 years of experience in data entry, customer service, or a related field
- Excellent analytical and problem-solving skills
- Strong attention to detail and organizational skills
- Ability to work in a fast-paced environment and meet deadlines
- Proficiency in Microsoft Office, particularly Excel
- Experience with Salesforce or similar CRM systems a plus
- Strong communication and interpersonal skills
Preferred Qualifications:
* Experience in the financial services industry, particularly in Alternate Investments
- Knowledge of regulatory requirements (e.g., 2340 and 15C3-3)
- Experience with data analysis and reporting tools (e.g., Tableau, Power BI)
- Certification in data entry, customer service, or a related field
- Bilingual or multilingual skills a plus
Skills and Competencies:
* Strong analytical and problem-solving skills
- Excellent attention to detail and organizational skills
- Ability to work in a fast-paced environment and meet deadlines
- Strong communication and interpersonal skills
- Proficiency in Microsoft Office, particularly Excel
- Experience with Salesforce or similar CRM systems a plus
- Strong knowledge of regulatory requirements (e.g., 2340 and 15C3-3)
- Ability to learn and adapt to new systems and processes
Career Growth Opportunities and Learning Benefits:
As a Data Entry Specialist for Alternate Investments, you will have opportunities to:
- Develop your skills and expertise in data entry, customer service, and regulatory compliance
- Work with a dynamic team that is dedicated to innovation and customer satisfaction
- Participate in ongoing training and development programs to enhance your knowledge and skills
- Collaborate with cross-functional teams to drive business growth and customer satisfaction
- Contribute to the development of new processes and procedures to improve efficiency and effectiveness
Work Environment and Company Culture:
arenaflex is committed to creating a work environment that is inclusive, diverse, and supportive. As a Data Entry Specialist for Alternate Investments, you will be part of a team that values:
- Collaboration and teamwork
- Innovation and creativity
- Customer satisfaction and loyalty
- Professional development and growth
- Diversity, equity, and inclusion
Compensation, Perks, and Benefits:
arenaflex offers a competitive compensation package that includes:
- Salary: $45,000 - $60,000 per year, depending on experience
- Benefits: Health, dental, and vision insurance, 401(k) matching, paid time off, and holidays
- Perks: Flexible work arrangements, professional development opportunities, and a dynamic work environment
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.
Application Instructions:
If you are a motivated and detail-oriented individual with a passion for delivering exceptional results, 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