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Experienced Data Entry Specialist – Remote Opportunity with arenaflex

Work from home Full-time role Hiring

Job Summary:

Join arenaflex, a leading innovator in the financial services industry, as an Experienced Data Entry Specialist. As a key member of our team, you will play a vital role in ensuring the accuracy and efficiency of our data entry processes, directly impacting the success of our clients and advisors. With a competitive hourly rate of $30, this remote opportunity offers the flexibility and autonomy to work from anywhere, while being part of a dynamic and collaborative team.

About arenaflex:

arenaflex is a forward-thinking company that is revolutionizing the way financial services are delivered. Our mission is to provide innovative solutions that empower our clients to achieve their financial goals. With a strong commitment to excellence, we strive to create a work environment that fosters growth, collaboration, and innovation. As a member of our team, you will be part of a diverse and inclusive community that values your contributions and supports your professional development.

Key Responsibilities:

As an Experienced Data Entry Specialist, you will be responsible for:

  • Conducting regular reconciliation, trade, and transfer activities for Alternate Investments
  • Processing trade deal transactions in client accounts and identifying/solving discrepancies between TD Ameritrade and fund companies or transmit brokers
  • Processing Company Activity Events, settling/reconciling move tasks, and processing/reconciling dividend tasks
  • Performing analysis of complex/escalated problems and testing/validation of new innovation improvements with merchant changes
  • Achieving project goals in Exchanging, Dividends, Transfers, Reconciliation, and Corporate Activities that directly impact the Client/Advisor account

Accountabilities:

* Customer review of registration agreements or transactions requests

  • Client/Advisor level exemptions
  • Governing responsibilities (e.g., 2340 and 15C3-3)
  • Reconciliation of Trade, Reward, and Transactions Cracks
  • Reconciliation throughout BOS and Fund Firms
  • Review and interpretation of appropriate tax coding and adjustments of tax coding
  • Trouble shooting:

+ Internal/External body augmentations or issues + Origin of ruptures between TDA, the Fund, etc + Supplying method or technology solution alternatives to Management + Remediating transfer problems with the Fund or Contra Firm Client or Company Companion

  • Client or Company Companion Company:

+ Answering business partner queries regarding Fund specific requirements/eligibility + Providing action on Choice Assets moves to expedite the client request or remediate not in good order issues + Timely and correct completion of client trading and returns requests

Essential Qualifications:

* 2+ years of experience in data entry, reconciliation, or a related field

  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Proficiency in Microsoft Office, particularly Excel
  • Experience with Salesforce or similar CRM systems
  • Strong attention to detail and accuracy

Preferred Qualifications:

* Experience in the financial services industry, particularly in Alternate Investments

  • Knowledge of governing regulations (e.g., 2340 and 15C3-3)
  • Experience with data analysis and reporting tools (e.g., Tableau, Power BI)
  • Certification in data entry, reconciliation, or a related field
  • Fluency in multiple languages

Skills and Competencies:

* Strong organizational and time management skills

  • Ability to prioritize tasks and meet deadlines
  • Excellent problem-solving and analytical skills
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment and adapt to changing priorities
  • Strong attention to detail and accuracy
  • Proficiency in Microsoft Office, particularly Excel
  • Experience with Salesforce or similar CRM systems

Career Growth Opportunities and Learning Benefits:

* Opportunities for professional growth and development in a dynamic and innovative company

  • Access to training and development programs to enhance your skills and knowledge
  • Collaborative and inclusive work environment that fosters creativity and innovation
  • Flexible work arrangements, including remote work options
  • Competitive compensation and benefits package

Work Environment and Company Culture:

* arenaflex is an Equal Opportunity Employer, committed to diversity and inclusion

  • We strive to create a work environment that is inclusive, respectful, and supportive of all employees
  • Our company culture values innovation, collaboration, and excellence
  • We offer a flexible and autonomous work environment that allows you to work from anywhere
  • Opportunities for socialization and team-building activities

Compensation, Perks, and Benefits:

* Competitive hourly rate of $30

  • Flexible work arrangements, including remote work options
  • Comprehensive benefits package, including medical, dental, and vision insurance
  • 401(k) retirement plan with company match
  • Paid time off and holidays
  • Opportunities for professional growth and development

How to Apply:

If you are a motivated and detail-oriented individual with a passion for data entry and reconciliation, 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! Apply for this job

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