Experienced Data Entry Specialist for Alternate Investments – Remote Opportunity for Career Growth and Development
Welcome to arenaflex
arenaflex is a leading financial services company that is committed to providing innovative solutions to its clients. As a remote Data Entry Specialist, you will play a critical role in our Alternate Investments team, responsible for performing daily reconciliation, trade, and transfer tasks that directly impact our clients' satisfaction and loyalty. Our company values diversity, equity, and inclusion, and we are an equal opportunity employer that welcomes applications from minorities, women, veterans, and individuals with disabilities.
Job Overview
In this role, you will be accountable for processing trade deal purchases in customer profiles, identifying and addressing breaks recognized between arenaflex and fund companies or transfer agents, and processing Corporate Activity Activities, among other tasks. Your attention to detail, analytical skills, and ability to work in a fast-paced environment will be essential in ensuring that client transactions are processed accurately and efficiently. As a Data Entry Specialist, you will be part of a dynamic team that interacts with Retail and Institutional Service Teams, fund companies, transfer agents, and other external business partners to provide exceptional client service and support.
Key Responsibilities
Process trade deal purchases in customer profiles and identify/address breaks recognized between arenaflex and fund companies or transfer agents
Perform daily reconciliation, trade, and transfer tasks, including processing of Corporate Activity Activities, settling/reconciling transactions, and processing/reconciling returns activity
Analyze complex/escalated issues, perform testing/validation of new technology enhancements, and provide solutions to management
Review and analyze client/advisor amount exceptions, regulatory commitments, and tax coding corrections
Reconcile breaks across BOS and fund companies, and provide follow-up on alternative investment moves to expedite client requests or remediate issues
Respond to business partner inquiries regarding fund information requirements/eligibility and provide prompt and correct completion of client investing and dividend requests
Essential Qualifications
To be successful in this role, you will need to have:
Basic computer skills and knowledge of Microsoft Office applications, particularly Excel
Strong analytical and problem-solving skills, with attention to detail and ability to work in a fast-paced environment
Excellent communication and customer service skills, with ability to interact with internal and external stakeholders
Ability to work independently and as part of a team, with a strong focus on quality and accuracy
High school diploma or equivalent required; college degree or relevant work experience preferred
Preferred Qualifications
While not required, the following qualifications are preferred:
Previous experience in data entry, customer service, or a related field
Knowledge of financial services, particularly alternate investments
Experience with Salesforce, Slack, or other CRM software
Strong understanding of regulatory commitments, such as 2340 and 15C3-3
Ability to speak multiple languages, with fluency in English required
Career Growth and Development
At arenaflex, we are committed to providing our employees with opportunities for career growth and development. As a Data Entry Specialist, you will have access to training and development programs, mentorship, and opportunities to advance within the company. Our goal is to help you build a successful and rewarding career, and we are committed to supporting your professional development every step of the way.
Skills and Competencies
To be successful in this role, you will need to possess the following skills and competencies:
Strong analytical and problem-solving skills, with attention to detail and ability to work in a fast-paced environment
Excellent communication and customer service skills, with ability to interact with internal and external stakeholders
Ability to work independently and as part of a team, with a strong focus on quality and accuracy
Basic computer skills and knowledge of Microsoft Office applications, particularly Excel
Ability to learn and adapt to new systems and processes, with a strong focus on continuous improvement
Work Environment and Company Culture
At arenaflex, we are committed to providing a positive and inclusive work environment that values diversity, equity, and inclusion. Our company culture is built on a foundation of respect, integrity, and teamwork, and we are dedicated to creating a workplace where everyone feels valued, supported, and empowered to succeed. As a remote Data Entry Specialist, you will be part of a dynamic team that is passionate about delivering exceptional client service and support.
Compensation, Perks, and Benefits
arenaflex offers a competitive compensation package, including a salary range that is commensurate with experience, as well as a range of perks and benefits, including:
Comprehensive health, dental, and vision insurance
401(k) retirement plan with company match
Paid time off and holidays
Opportunities for career growth and development
Access to training and development programs
Recognition and reward programs
Conclusion
If you are a motivated and detail-oriented individual who is passionate about delivering exceptional client service and support, we encourage you to apply for this exciting opportunity to join our team as a Data Entry Specialist. At arenaflex, we are committed to providing a positive and inclusive work environment that values diversity, equity, and inclusion, and we are dedicated to helping our employees build successful and rewarding careers. Apply today to take the first step towards an exciting and challenging career with a leading financial services company!
Apply Now
arenaflex is a leading financial services company that is committed to providing innovative solutions to its clients. As a remote Data Entry Specialist, you will play a critical role in our Alternate Investments team, responsible for performing daily reconciliation, trade, and transfer tasks that directly impact our clients' satisfaction and loyalty. Our company values diversity, equity, and inclusion, and we are an equal opportunity employer that welcomes applications from minorities, women, veterans, and individuals with disabilities.
Job Overview
In this role, you will be accountable for processing trade deal purchases in customer profiles, identifying and addressing breaks recognized between arenaflex and fund companies or transfer agents, and processing Corporate Activity Activities, among other tasks. Your attention to detail, analytical skills, and ability to work in a fast-paced environment will be essential in ensuring that client transactions are processed accurately and efficiently. As a Data Entry Specialist, you will be part of a dynamic team that interacts with Retail and Institutional Service Teams, fund companies, transfer agents, and other external business partners to provide exceptional client service and support.
Key Responsibilities
Process trade deal purchases in customer profiles and identify/address breaks recognized between arenaflex and fund companies or transfer agents
Perform daily reconciliation, trade, and transfer tasks, including processing of Corporate Activity Activities, settling/reconciling transactions, and processing/reconciling returns activity
Analyze complex/escalated issues, perform testing/validation of new technology enhancements, and provide solutions to management
Review and analyze client/advisor amount exceptions, regulatory commitments, and tax coding corrections
Reconcile breaks across BOS and fund companies, and provide follow-up on alternative investment moves to expedite client requests or remediate issues
Respond to business partner inquiries regarding fund information requirements/eligibility and provide prompt and correct completion of client investing and dividend requests
Essential Qualifications
To be successful in this role, you will need to have:
Basic computer skills and knowledge of Microsoft Office applications, particularly Excel
Strong analytical and problem-solving skills, with attention to detail and ability to work in a fast-paced environment
Excellent communication and customer service skills, with ability to interact with internal and external stakeholders
Ability to work independently and as part of a team, with a strong focus on quality and accuracy
High school diploma or equivalent required; college degree or relevant work experience preferred
Preferred Qualifications
While not required, the following qualifications are preferred:
Previous experience in data entry, customer service, or a related field
Knowledge of financial services, particularly alternate investments
Experience with Salesforce, Slack, or other CRM software
Strong understanding of regulatory commitments, such as 2340 and 15C3-3
Ability to speak multiple languages, with fluency in English required
Career Growth and Development
At arenaflex, we are committed to providing our employees with opportunities for career growth and development. As a Data Entry Specialist, you will have access to training and development programs, mentorship, and opportunities to advance within the company. Our goal is to help you build a successful and rewarding career, and we are committed to supporting your professional development every step of the way.
Skills and Competencies
To be successful in this role, you will need to possess the following skills and competencies:
Strong analytical and problem-solving skills, with attention to detail and ability to work in a fast-paced environment
Excellent communication and customer service skills, with ability to interact with internal and external stakeholders
Ability to work independently and as part of a team, with a strong focus on quality and accuracy
Basic computer skills and knowledge of Microsoft Office applications, particularly Excel
Ability to learn and adapt to new systems and processes, with a strong focus on continuous improvement
Work Environment and Company Culture
At arenaflex, we are committed to providing a positive and inclusive work environment that values diversity, equity, and inclusion. Our company culture is built on a foundation of respect, integrity, and teamwork, and we are dedicated to creating a workplace where everyone feels valued, supported, and empowered to succeed. As a remote Data Entry Specialist, you will be part of a dynamic team that is passionate about delivering exceptional client service and support.
Compensation, Perks, and Benefits
arenaflex offers a competitive compensation package, including a salary range that is commensurate with experience, as well as a range of perks and benefits, including:
Comprehensive health, dental, and vision insurance
401(k) retirement plan with company match
Paid time off and holidays
Opportunities for career growth and development
Access to training and development programs
Recognition and reward programs
Conclusion
If you are a motivated and detail-oriented individual who is passionate about delivering exceptional client service and support, we encourage you to apply for this exciting opportunity to join our team as a Data Entry Specialist. At arenaflex, we are committed to providing a positive and inclusive work environment that values diversity, equity, and inclusion, and we are dedicated to helping our employees build successful and rewarding careers. Apply today to take the first step towards an exciting and challenging career with a leading financial services company!
Apply Now