Entry Level Data Entry Specialist – Remote Work Opportunity at careerzynith
About careerzynith
careerzynith is a leading organization in the industry, dedicated to providing innovative solutions and exceptional customer experiences. We are a dynamic and forward-thinking company that values diversity, inclusivity, and employee growth. Our mission is to empower our team members to excel in their roles and contribute to the company's success. We are committed to fostering a positive and collaborative work environment that encourages creativity, innovation, and teamwork.
Job Description
careerzynith is seeking a highly motivated and detail-oriented Entry Level Data Entry Specialist to join our remote team. As a key member of our team, you will be responsible for processing daily reconciliation, trade, and transfer activities for various investments. Your primary focus will be on ensuring accurate and timely completion of tasks, maintaining high-quality standards, and providing exceptional customer service.
Key Responsibilities
Process exchange buy and sell transactions in customer profiles and identify/address discrepancies between careerzynith and the fund business or transfer representatives.
Handle Corporate Activity Events, settle/reconcile transfer activity, and process/reconcile returns activity.
Perform research on complex/escalated issues, test/validation of new innovation improvements, and provider modifications.
Complete projects in Investing, Dividends, Transfers, Reconciliation, and Company Actions that directly impact the Client/Advisor account.
Communicate with Retail and Institutional Company Teams through email, phone, Slack, Outlook, and Salesforce.
Work with TD Ameritrade Cleaning in daily connections with fund companies, transfer brokers, opposite organizations, and other outside business partners.
Tasks Analysis
Customer review of membership deals or transactions requests
Client/Advisor level exceptions
Regulatory commitments (e.g., 2340 and 15C3-3)
Settlement of Business, Dividend, and Transfer Breaks
Reconciliation around BOS and Fund Companies
Evaluation and analysis of applicable income tax code and corrections of income tax coding
Trouble Resolving
Internal/External body enhancements or concerns
Origin of breaks between careerzynith, the Fund, etc.
Delivering method or innovation answer choices to Control
Remediating transmission problems with the Fund or Contra Agency
Customer or Organization Companion Service
Answering service companion inquiries relating to Fund specific requirements/eligibility
Providing act on Choice Investment moves to expedite the customer request or remediate not in good order concerns
Well-timed and correct conclusion of client investing and returns requests
Requirements
To be successful in this role, you will need to possess the following qualifications:
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
Excellent communication and problem-solving skills
Ability to work independently and as part of a remote team
Strong attention to detail and organizational skills
Proficiency in Microsoft Office, particularly Excel
Experience with Salesforce or similar CRM software a plus
Preferred Qualifications
Experience in the financial industry or a related field
Knowledge of regulatory requirements and compliance
Ability to learn and adapt to new systems and processes
Strong analytical and problem-solving skills
Experience with data analysis and reporting
Skills and Competencies
To excel in this role, you will need to possess the following skills and competencies:
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills
Ability to work independently and as part of a remote team
Strong attention to detail and organizational skills
Proficiency in Microsoft Office, particularly Excel
Experience with Salesforce or similar CRM software a plus
Career Growth Opportunities and Learning Benefits
careerzynith is committed to providing a supportive and inclusive work environment that encourages employee growth and development. As a member of our team, you will have access to:
Regular training and development opportunities
Mentorship and coaching programs
Opportunities for career advancement and professional growth
A comprehensive benefits package, including health insurance, retirement plan, and paid time off
A dynamic and collaborative work environment that encourages creativity and innovation
Work Environment and Company Culture
careerzynith is a remote-friendly organization that values flexibility and work-life balance. Our team members work from the comfort of their own homes, with access to the latest technology and tools. We prioritize open communication, collaboration, and mutual respect, creating a positive and inclusive work environment that fosters creativity and innovation.
Compensation, Perks, and Benefits
careerzynith offers a competitive compensation package, including a salary, benefits, and perks. Our benefits package includes:
Health insurance
Retirement plan
Paid time off
Flexible work arrangements
Professional development opportunities
Conclusion
If you are a motivated and detail-oriented individual with a passion for data entry and customer service, we encourage you to apply for this exciting opportunity. careerzynith is an equal opportunity employer committed to diversity, inclusivity, and employee growth. We look forward to welcoming you to our team!
Don't hesitate to apply! We value a great attitude and a willingness to learn above all. Submit your application today and take the first step towards a rewarding career with careerzynith.
Apply To This Job
Apply for this job
careerzynith is a leading organization in the industry, dedicated to providing innovative solutions and exceptional customer experiences. We are a dynamic and forward-thinking company that values diversity, inclusivity, and employee growth. Our mission is to empower our team members to excel in their roles and contribute to the company's success. We are committed to fostering a positive and collaborative work environment that encourages creativity, innovation, and teamwork.
Job Description
careerzynith is seeking a highly motivated and detail-oriented Entry Level Data Entry Specialist to join our remote team. As a key member of our team, you will be responsible for processing daily reconciliation, trade, and transfer activities for various investments. Your primary focus will be on ensuring accurate and timely completion of tasks, maintaining high-quality standards, and providing exceptional customer service.
Key Responsibilities
Process exchange buy and sell transactions in customer profiles and identify/address discrepancies between careerzynith and the fund business or transfer representatives.
Handle Corporate Activity Events, settle/reconcile transfer activity, and process/reconcile returns activity.
Perform research on complex/escalated issues, test/validation of new innovation improvements, and provider modifications.
Complete projects in Investing, Dividends, Transfers, Reconciliation, and Company Actions that directly impact the Client/Advisor account.
Communicate with Retail and Institutional Company Teams through email, phone, Slack, Outlook, and Salesforce.
Work with TD Ameritrade Cleaning in daily connections with fund companies, transfer brokers, opposite organizations, and other outside business partners.
Tasks Analysis
Customer review of membership deals or transactions requests
Client/Advisor level exceptions
Regulatory commitments (e.g., 2340 and 15C3-3)
Settlement of Business, Dividend, and Transfer Breaks
Reconciliation around BOS and Fund Companies
Evaluation and analysis of applicable income tax code and corrections of income tax coding
Trouble Resolving
Internal/External body enhancements or concerns
Origin of breaks between careerzynith, the Fund, etc.
Delivering method or innovation answer choices to Control
Remediating transmission problems with the Fund or Contra Agency
Customer or Organization Companion Service
Answering service companion inquiries relating to Fund specific requirements/eligibility
Providing act on Choice Investment moves to expedite the customer request or remediate not in good order concerns
Well-timed and correct conclusion of client investing and returns requests
Requirements
To be successful in this role, you will need to possess the following qualifications:
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
Excellent communication and problem-solving skills
Ability to work independently and as part of a remote team
Strong attention to detail and organizational skills
Proficiency in Microsoft Office, particularly Excel
Experience with Salesforce or similar CRM software a plus
Preferred Qualifications
Experience in the financial industry or a related field
Knowledge of regulatory requirements and compliance
Ability to learn and adapt to new systems and processes
Strong analytical and problem-solving skills
Experience with data analysis and reporting
Skills and Competencies
To excel in this role, you will need to possess the following skills and competencies:
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills
Ability to work independently and as part of a remote team
Strong attention to detail and organizational skills
Proficiency in Microsoft Office, particularly Excel
Experience with Salesforce or similar CRM software a plus
Career Growth Opportunities and Learning Benefits
careerzynith is committed to providing a supportive and inclusive work environment that encourages employee growth and development. As a member of our team, you will have access to:
Regular training and development opportunities
Mentorship and coaching programs
Opportunities for career advancement and professional growth
A comprehensive benefits package, including health insurance, retirement plan, and paid time off
A dynamic and collaborative work environment that encourages creativity and innovation
Work Environment and Company Culture
careerzynith is a remote-friendly organization that values flexibility and work-life balance. Our team members work from the comfort of their own homes, with access to the latest technology and tools. We prioritize open communication, collaboration, and mutual respect, creating a positive and inclusive work environment that fosters creativity and innovation.
Compensation, Perks, and Benefits
careerzynith offers a competitive compensation package, including a salary, benefits, and perks. Our benefits package includes:
Health insurance
Retirement plan
Paid time off
Flexible work arrangements
Professional development opportunities
Conclusion
If you are a motivated and detail-oriented individual with a passion for data entry and customer service, we encourage you to apply for this exciting opportunity. careerzynith is an equal opportunity employer committed to diversity, inclusivity, and employee growth. We look forward to welcoming you to our team!
Don't hesitate to apply! We value a great attitude and a willingness to learn above all. Submit your application today and take the first step towards a rewarding career with careerzynith.
Apply To This Job
Apply for this job