**Experienced Data Entry Specialist – Alternate Investments (Remote Opportunity)**

**Job Summary:** Join arenaflex, a leading innovator in the financial services industry, as an Experienced Data Entry Specialist for Alternate Investments. This is a full-time, remote opportunity that offers a unique chance to work with a dynamic team, develop your skills, and contribute to the growth of our organization. As a key member of our team, you will be responsible for processing trade deals, reconciliations, and transfers, ensuring seamless interactions with our clients, advisors, and external partners. **About arenaflex:** arenaflex is a forward-thinking company that is revolutionizing the financial services industry with its cutting-edge technology and innovative approach. Our team is passionate about delivering exceptional results, fostering a culture of collaboration, and providing opportunities for growth and development. We are committed to making a positive impact in the lives of our clients, employees, and the community. **Key Responsibilities:** As an Experienced Data Entry Specialist, you will be responsible for: * Processing trade deals, reconciliations, and transfers for Alternate Investments * Identifying and addressing breaks 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 through email, phone, Slack, Overview, and Salesforce * Collaborating with fund companies, transfer agents, opposite agencies, and other external business partners **Duties Analysis:** * Reviewing subscription deals or transfer requests * Identifying client/Advisor amount 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 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 accurate finalization of client investing and dividend demands **Essential Qualifications:** * High school diploma or equivalent required; associate's or bachelor's degree preferred * 1-2 years of experience in data entry, customer service, or a related field * Strong analytical and problem-solving skills * Excellent communication and interpersonal skills * Ability to work in a fast-paced environment with multiple priorities * Proficiency in Microsoft Office, particularly Excel * Experience with Salesforce or similar CRM systems a plus **Preferred Qualifications:** * 2+ years of experience in data entry, customer service, or a related field * Experience working with financial data, particularly in the Alternate Investments space * Knowledge of regulatory requirements, such as 2340 and 15C3-3 * Experience with tax coding and corrections * Familiarity with BOS and Fund Companies systems * Certification in data entry, customer service, or a related field a plus **Skills and Competencies:** * Strong attention to detail and accuracy * Excellent organizational and time management skills * Ability to work independently and as part of a team * Strong analytical and problem-solving skills * Excellent communication and interpersonal skills * Ability to adapt to changing priorities and deadlines * Proficiency in Microsoft Office, particularly Excel * Experience with Salesforce or similar CRM systems a plus **Career Growth Opportunities and Learning Benefits:** * arenaflex offers a comprehensive training program to help you develop your skills and advance your career * Opportunities for professional growth and development, including promotions and new roles * Collaborative and dynamic work environment that encourages innovation and creativity * Access to cutting-edge technology and tools to help you stay ahead of the curve * Flexible work arrangements, including remote work options * Competitive compensation and benefits package **Work Environment and Company Culture:** * arenaflex is a remote-friendly company that offers flexible work arrangements to help you balance your work and personal life * Collaborative and dynamic work environment that encourages innovation and creativity * Opportunities for professional growth and development, including promotions and new roles * Access to cutting-edge technology and tools to help you stay ahead of the curve * Flexible work arrangements, including remote work options * Competitive compensation and benefits package **Compensation, Perks, and Benefits:** * Competitive salary and benefits package * Flexible work arrangements, including remote work options * Comprehensive training program to help you develop your skills and advance your career * Opportunities for professional growth and development, including promotions and new roles * Access to cutting-edge technology and tools to help you stay ahead of the curve * Collaborative and dynamic work environment that encourages innovation and creativity **Equal Opportunity Employer:** arenaflex is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive and diverse work environment that reflects the communities we serve. **How to Apply:** If you are a motivated and detail-oriented individual who is passionate about delivering exceptional results, 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! **Note:** arenaflex is a proud partner of Jobgether.com and has been enriched by their platform. This job posting has been optimized for remote work opportunities and has a 72% flex score. Apply for this job