At arenaflex, we're dedicated to fostering a culture of innovation, collaboration, and growth. As a leading organization in the industry, we're always on the lookout for talented individuals who share our passion for excellence and our commitment to delivering exceptional results. If you're a motivated and results-driven professional looking for a new challenge, we invite you to explore our exciting opportunity for a Data Entry Clerk / No Experience in a remote setting.
**About arenaflex**
arenaflex is a forward-thinking organization that's revolutionizing the way we approach [industry/field]. With a strong focus on innovation, customer satisfaction, and employee development, we're creating a workplace that's both challenging and rewarding. Our team is comprised of talented individuals from diverse backgrounds, each bringing their unique perspectives and expertise to the table. We're proud to be an equal opportunity employer, committed to fostering a culture of inclusivity, respect, and growth.
**Job Description**
As a Data Entry Clerk / No Experience at arenaflex, you'll play a critical role in supporting our Alternate Investments team. This hybrid role offers the flexibility to balance your time between our remote office and home, allowing you to maintain a healthy work-life balance. Your primary responsibilities will include:
* Processing trade deal purchases in customer profiles and identifying/addressing discrepancies between TD Ameritrade and fund companies or transfer agents
* Processing Corporate Activity Activities, settling/reconciling transactions, and processing/reconciling returns activity
* Analyzing 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 via email, phone, Slack, Overview, and Salesforce
**Key Responsibilities:**
* **Analysis**
+ Review of subscription deals or transfer requests
+ Client/Advisor account exceptions
+ Regulatory commitments (e.g., 2340 and 15C3-3)
+ Reconciliation of Business, Dividend, and Transactions Breaks
+ Reconciliation across BOS and Fund Companies
+ Review and analysis of correct tax coding and corrections of tax coding
* **Trouble Addressing**
+ Internal/External system improvements or concerns
+ Root cause of breaks between TDA, the Fund, etc.
+ Providing method or innovation service alternatives to Management
+ Remediating transfer issues with the Fund or Opposite Firm
+ Client or Company Companion Service
+ Answering business partner inquiries concerning Fund details requirements/eligibility
+ Providing follow-up on Substitute Expenditure moves to expedite the customer demand or remediate not neat issues
+ Prompt and correct finalization of client investing and dividend demands
**Essential Qualifications:**
* No prior experience required; we're looking for motivated individuals with a strong desire to learn and grow
* 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 and Google Suite
* Familiarity with Salesforce and other CRM systems
**Preferred Qualifications:**
* Experience in data entry, customer service, or a related field
* Knowledge of regulatory requirements and industry standards
* Familiarity with TD Ameritrade and/or fund companies
* Certification in data entry, customer service, or a related field
**Skills and Competencies:**
* Strong attention to detail and accuracy
* Ability to multitask and prioritize tasks effectively
* Excellent time management and organizational skills
* 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 and Google Suite
* Familiarity with Salesforce and other CRM systems
**Career Growth Opportunities and Learning Benefits:**
At arenaflex, we're committed to supporting your growth and development. As a Data Entry Clerk / No Experience, you'll have access to:
* Comprehensive training and onboarding program
* Ongoing coaching and mentorship
* Opportunities for professional development and advancement
* Access to industry-leading tools and technologies
* Collaborative and dynamic work environment
**Work Environment and Company Culture:**
arenaflex is proud to offer a flexible and supportive work environment that fosters collaboration, innovation, and growth. Our team is comprised of talented individuals from diverse backgrounds, each bringing their unique perspectives and expertise to the table. We're committed to fostering a culture of inclusivity, respect, and growth, and we're always looking for ways to improve and adapt to the changing needs of our employees and customers.
**Compensation, Perks, and Benefits:**
arenaflex offers a competitive salary package, commensurate with experience. In addition to a comprehensive benefits package, including medical, dental, and vision insurance, we also offer:
* Flexible work arrangements, including remote work options
* Generous paid time off and holidays
* Access to industry-leading tools and technologies
* Opportunities for professional development and advancement
* Collaborative and dynamic work environment
**Ready to Apply?**
If you're a motivated and results-driven professional looking for a new challenge, we invite you to apply now! We're excited to review your application and explore how you can contribute to our thriving team.