Experienced Data Entry Specialist – Remote Opportunity with careerzynith
**Job Summary:**
Join careerzynith, a leading innovator in the financial services industry, as an Experienced Data Entry Specialist. As a key member of our team, you will play a vital role in ensuring the accuracy and efficiency of our data entry processes, directly impacting the success of our clients and advisors. With a competitive hourly rate of $30, this remote opportunity offers the flexibility and autonomy to work from anywhere, while being part of a dynamic and collaborative team.
**About careerzynith:**
careerzynith is a forward-thinking company that is revolutionizing the way financial services are delivered. Our mission is to provide innovative solutions that empower our clients to achieve their financial goals. With a strong commitment to excellence, we strive to create a work environment that fosters growth, collaboration, and innovation. As a member of our team, you will be part of a diverse and inclusive community that values your contributions and supports your professional development.
**Key Responsibilities:**
As an Experienced Data Entry Specialist, you will be responsible for:
* Conducting regular reconciliation, trade, and transfer activities for Alternate Investments
* Processing trade deal transactions in client accounts and identifying/solving discrepancies between TD Ameritrade and fund companies or transmit brokers
* Processing Company Activity Events, settling/reconciling move tasks, and processing/reconciling dividend tasks
* Performing analysis of complex/escalated problems and testing/validation of new innovation improvements with merchant changes
* Achieving project goals in Exchanging, Dividends, Transfers, Reconciliation, and Corporate Activities that directly impact the Client/Advisor account
**Accountabilities:**
* Customer review of registration agreements or transactions requests
* Client/Advisor level exemptions
* Governing responsibilities (e.g., 2340 and 15C3-3)
* Reconciliation of Trade, Reward, and Transactions Cracks
* Reconciliation throughout BOS and Fund Firms
* Review and interpretation of appropriate tax coding and adjustments of tax coding
* Trouble shooting:
+ Internal/External body augmentations or issues
+ Origin of ruptures between TDA, the Fund, etc
+ Supplying method or technology solution alternatives to Management
+ Remediating transfer problems with the Fund or Contra Firm Client or Company Companion
* Client or Company Companion Company:
+ Answering business partner queries regarding Fund specific requirements/eligibility
+ Providing action on Choice Assets moves to expedite the client request or remediate not in good order issues
+ Timely and correct completion of client trading and returns requests
**Essential Qualifications:**
* 2+ years of experience in data entry, reconciliation, or a related field
* 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, particularly Excel
* Experience with Salesforce or similar CRM systems
* Strong attention to detail and accuracy
**Preferred Qualifications:**
* Experience in the financial services industry, particularly in Alternate Investments
* Knowledge of governing regulations (e.g., 2340 and 15C3-3)
* Experience with data analysis and reporting tools (e.g., Tableau, Power BI)
* Certification in data entry, reconciliation, or a related field
* Fluency in multiple languages
**Skills and Competencies:**
* Strong organizational and time management skills
* Ability to prioritize tasks and meet deadlines
* Excellent problem-solving and analytical skills
* Strong communication and interpersonal skills
* Ability to work in a fast-paced environment and adapt to changing priorities
* Strong attention to detail and accuracy
* Proficiency in Microsoft Office, particularly Excel
* Experience with Salesforce or similar CRM systems
**Career Growth Opportunities and Learning Benefits:**
* Opportunities for professional growth and development in a dynamic and innovative company
* Access to training and development programs to enhance your skills and knowledge
* Collaborative and inclusive work environment that fosters creativity and innovation
* Flexible work arrangements, including remote work options
* Competitive compensation and benefits package
**Work Environment and Company Culture:**
* careerzynith is an Equal Opportunity Employer, committed to diversity and inclusion
* We strive to create a work environment that is inclusive, respectful, and supportive of all employees
* Our company culture values innovation, collaboration, and excellence
* We offer a flexible and autonomous work environment that allows you to work from anywhere
* Opportunities for socialization and team-building activities
**Compensation, Perks, and Benefits:**
* Competitive hourly rate of $30
* Flexible work arrangements, including remote work options
* Comprehensive benefits package, including medical, dental, and vision insurance
* 401(k) retirement plan with company match
* Paid time off and holidays
* Opportunities for professional growth and development
**How to Apply:**
If you are a motivated and detail-oriented individual with a passion for data entry and reconciliation, 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!
Apply for this job
Join careerzynith, a leading innovator in the financial services industry, as an Experienced Data Entry Specialist. As a key member of our team, you will play a vital role in ensuring the accuracy and efficiency of our data entry processes, directly impacting the success of our clients and advisors. With a competitive hourly rate of $30, this remote opportunity offers the flexibility and autonomy to work from anywhere, while being part of a dynamic and collaborative team.
**About careerzynith:**
careerzynith is a forward-thinking company that is revolutionizing the way financial services are delivered. Our mission is to provide innovative solutions that empower our clients to achieve their financial goals. With a strong commitment to excellence, we strive to create a work environment that fosters growth, collaboration, and innovation. As a member of our team, you will be part of a diverse and inclusive community that values your contributions and supports your professional development.
**Key Responsibilities:**
As an Experienced Data Entry Specialist, you will be responsible for:
* Conducting regular reconciliation, trade, and transfer activities for Alternate Investments
* Processing trade deal transactions in client accounts and identifying/solving discrepancies between TD Ameritrade and fund companies or transmit brokers
* Processing Company Activity Events, settling/reconciling move tasks, and processing/reconciling dividend tasks
* Performing analysis of complex/escalated problems and testing/validation of new innovation improvements with merchant changes
* Achieving project goals in Exchanging, Dividends, Transfers, Reconciliation, and Corporate Activities that directly impact the Client/Advisor account
**Accountabilities:**
* Customer review of registration agreements or transactions requests
* Client/Advisor level exemptions
* Governing responsibilities (e.g., 2340 and 15C3-3)
* Reconciliation of Trade, Reward, and Transactions Cracks
* Reconciliation throughout BOS and Fund Firms
* Review and interpretation of appropriate tax coding and adjustments of tax coding
* Trouble shooting:
+ Internal/External body augmentations or issues
+ Origin of ruptures between TDA, the Fund, etc
+ Supplying method or technology solution alternatives to Management
+ Remediating transfer problems with the Fund or Contra Firm Client or Company Companion
* Client or Company Companion Company:
+ Answering business partner queries regarding Fund specific requirements/eligibility
+ Providing action on Choice Assets moves to expedite the client request or remediate not in good order issues
+ Timely and correct completion of client trading and returns requests
**Essential Qualifications:**
* 2+ years of experience in data entry, reconciliation, or a related field
* 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, particularly Excel
* Experience with Salesforce or similar CRM systems
* Strong attention to detail and accuracy
**Preferred Qualifications:**
* Experience in the financial services industry, particularly in Alternate Investments
* Knowledge of governing regulations (e.g., 2340 and 15C3-3)
* Experience with data analysis and reporting tools (e.g., Tableau, Power BI)
* Certification in data entry, reconciliation, or a related field
* Fluency in multiple languages
**Skills and Competencies:**
* Strong organizational and time management skills
* Ability to prioritize tasks and meet deadlines
* Excellent problem-solving and analytical skills
* Strong communication and interpersonal skills
* Ability to work in a fast-paced environment and adapt to changing priorities
* Strong attention to detail and accuracy
* Proficiency in Microsoft Office, particularly Excel
* Experience with Salesforce or similar CRM systems
**Career Growth Opportunities and Learning Benefits:**
* Opportunities for professional growth and development in a dynamic and innovative company
* Access to training and development programs to enhance your skills and knowledge
* Collaborative and inclusive work environment that fosters creativity and innovation
* Flexible work arrangements, including remote work options
* Competitive compensation and benefits package
**Work Environment and Company Culture:**
* careerzynith is an Equal Opportunity Employer, committed to diversity and inclusion
* We strive to create a work environment that is inclusive, respectful, and supportive of all employees
* Our company culture values innovation, collaboration, and excellence
* We offer a flexible and autonomous work environment that allows you to work from anywhere
* Opportunities for socialization and team-building activities
**Compensation, Perks, and Benefits:**
* Competitive hourly rate of $30
* Flexible work arrangements, including remote work options
* Comprehensive benefits package, including medical, dental, and vision insurance
* 401(k) retirement plan with company match
* Paid time off and holidays
* Opportunities for professional growth and development
**How to Apply:**
If you are a motivated and detail-oriented individual with a passion for data entry and reconciliation, 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!
Apply for this job