Entry Level Remote Data Entry and Investment Operations Specialist for Financial Services and Client Support

Introduction to arenaflex

arenaflex is a leading financial services company that is committed to providing innovative solutions and exceptional client support. As a remote data entry and investment operations specialist, you will play a critical role in ensuring the smooth operation of our daily reconciliation, trade, and transfer activities for various investments. Our team is dedicated to delivering high-quality services that meet the evolving needs of our clients, and we are seeking a highly motivated and detail-oriented individual to join our team.

Job Overview

In this role, you will be responsible for processing exchange buy and sell transactions in customer profiles, identifying and addressing breaks recognized between arenaflex and fund companies or transfer representatives, and handling corporate activity events, settling/reconciling transfer activity, and processing/reconciling returns activity. You will also be expected to perform research on complex/escalated issues, conduct testing/validation of new technology improvements, and implement company changes. Your primary goal will be to ensure that all client transactions are processed accurately and efficiently, and that any issues or discrepancies are resolved promptly and professionally.

Key Responsibilities

• Process exchange buy and sell transactions in customer profiles
• Identify and address breaks recognized between arenaflex and fund companies or transfer representatives
• Handle corporate activity events, settle/reconcile transfer activity, and process/reconcile returns activity
• Perform research on complex/escalated issues and conduct testing/validation of new technology improvements
• Implement company changes and ensure compliance with regulatory requirements
• Provide exceptional client support and respond to client inquiries in a timely and professional manner
• Collaborate with internal teams, including retail and institutional business teams, to resolve client issues and improve overall client satisfaction
• Communicate with external partners, including fund companies, transfer brokers, and contra organizations, to resolve issues and improve overall efficiency

Essential Qualifications

To be successful in this role, you will need to possess the following essential qualifications:

• High school diploma or equivalent required; degree in finance, business, or related field preferred
• 1-2 years of experience in data entry, investment operations, or a related field
• Strong knowledge of financial markets, instruments, and regulations
• Excellent analytical, problem-solving, and communication skills
• Ability to work in a fast-paced environment and meet deadlines
• Strong attention to detail and ability to maintain accuracy in a high-volume environment
• Proficiency in Microsoft Office, particularly Excel, and ability to learn new systems and technologies

Preferred Qualifications

In addition to the essential qualifications, the following preferred qualifications will be considered an asset:

• Experience with financial software and systems, including trading platforms and portfolio management systems
• Knowledge of regulatory requirements, including 2340 and 15C3-3
• Experience with data analysis and reporting, including creating and maintaining spreadsheets and databases
• Strong understanding of customer service principles and practices
• Ability to work independently and as part of a team
• Strong organizational and time management skills

Skills and Competencies

To be successful in this role, you will need to possess the following skills and competencies:

• Analytical skills: ability to analyze complex data and identify trends and patterns
• Problem-solving skills: ability to resolve complex issues and escalate as necessary
• Communication skills: ability to communicate effectively with clients, internal teams, and external partners
• Attention to detail: ability to maintain accuracy in a high-volume environment
• Time management skills: ability to prioritize tasks and meet deadlines
• Adaptability: ability to adapt to changing priorities and deadlines

Career Growth Opportunities and Learning Benefits

At arenaflex, we are committed to providing our employees with opportunities for career growth and development. As a remote data entry and investment operations specialist, you will have access to training and development programs, including:

• On-the-job training and mentorship
• Professional development courses and workshops
• Opportunities for advancement and career progression
• Access to industry-leading technology and systems

Work Environment and Company Culture

arenaflex is committed to creating a positive and inclusive work environment that values diversity and promotes equality. We believe in fostering a culture of respect, empathy, and open communication, and we are dedicated to creating a workplace where everyone feels valued and supported. As a remote employee, you will be part of a virtual team that is connected through technology and shared goals.

Compensation, Perks, and Benefits

arenaflex offers a competitive compensation package, including:

• Salary range: $40,000 - $60,000 per year, depending on experience
• Benefits package, including health, dental, and vision insurance
• 401(k) matching program
• Paid time off and holidays
• Opportunities for bonuses and incentives

Conclusion

If you are a motivated and detail-oriented individual who is passionate about providing exceptional client support and working in a fast-paced environment, we encourage you to apply for this exciting opportunity. As a remote data entry and investment operations specialist at arenaflex, you will be part of a dynamic team that is dedicated to delivering high-quality services and exceeding client expectations. Apply now to join our team and take the first step in your career with arenaflex!