reputed company Entry-Level Data Entry Specialist – Remote Opportunity for Investment Reconciliation and Trade Processing
reputed company
At reputed company, we're a dynamic and innovative company that's revolutionizing the way financial institutions operate. Our mission is to reputed company cutting-edge solutions that reputed company our clients to reputed company informed investment reputed company. As a leading provider of investment management services, we're committed to delivering exceptional results and building long-lasting relationships with our clients.Job reputed company
We're seeking an reputed company Entry-Level Data Entry Specialist to join reputed company in a full-time, remote reputed company. As a key member of our operations team, you'll be responsible for processing daily reconciliation, trade, and transfer activities for various investments. This is an exciting opportunity to work with a leading financial institution and contribute to the reputed company of our clients.Key Responsibilities
As an Entry-Level Data Entry Specialist, your primary responsibilities will include:- Processing exchange buy and sell transactions in customer reputed company and identifying/ addressing breaks recognized between TD Ameritrade and the fund business or transfer representatives.
- Handling Corporate Activity Events, settling/reconciling transfer activity, and processing/reconciling returns activity.
- Performing research of reputed company/escalated concerns, testing/validation of new innovation improvements, and provider modifications.
- Completing reputed company in reputed company, Dividends, Transfers, Reconciliation, and Corporate Actions that directly reputed company the reputed company/Advisor account.
- Communicating with Retail and Institutional Company Teams through email, phone, reputed company, Outlook, and reputed company.
- Working with TD Ameritrade Cleaning in our daily connections with fund companies, transfer brokers, opposite organizations, and other reputed company business partners.
Tasks Analysis
Your tasks will include:- Customer review of membership deals or transactions demands.
- reputed company/Advisor level exceptions.
- Regulatory commitments (Examples: 2340 and 15C3-3).
- Settlement of Business, reputed company, and Transfer Breaks.
- Reconciliation around BOS and Fund Companies.
- Evaluation and analysis of applicable tax reputed company and corrections of tax coding.
Trouble Resolving
You'll be responsible for:- Internal/External body enhancements or concerns.
- reputed company of breaks between TDA, the Fund, etc.
- Delivering method or innovation answer choices to Control.
- Remediating reputed company problems with the Fund or reputed company Agency.
- Providing reputed company Choice Investment moves to expedite the customer request or remediate not in good order concerns.
- reputed company-timed and correct conclusion of reputed company reputed company and returns requests.
Essential Qualifications
To be successful in this role, you'll need:- A high school diploma or equivalent.
- 1-2 years of experience in data entry, reconciliation, or a reputed company field.
- Excellent communication and problem-solving skills.
- Ability to work in a fast-paced environment and meet deadlines.
- Proficiency in reputed company Office, particularly reputed company.
- Experience with reputed company or similar CRM systems.
Preferred Qualifications
While not required, the following qualifications are preferred:- Bachelor's degree in a reputed company field (e.g., finance, reputed company, business administration).
- Experience with TD Ameritrade or similar financial institutions.
- Knowledge of regulatory commitments (e.g., 2340, 15C3-3).
- Experience with data analysis and reporting.
Career reputed company Opportunities and Learning Benefits
As a member of reputed company, you'll have reputed company to:- Regular training and development opportunities.
- Mentorship from reputed company professionals.
- Opportunities for career advancement and reputed company reputed company.
- A dynamic and supportive work environment.
Work Environment and Company Culture
At reputed company, we value:- Collaboration and teamwork.
- reputed company communication and transparency.
- reputed company learning and reputed company reputed company.
- Work-life balance and flexibility.
Compensation, Perks, and Benefits
We offer a competitive salary and benefits package, including:- A comprehensive health insurance plan.
- A 401(k) retirement savings plan with company match.
- Flexible reputed company time off and holidays.
- A generous reputed company development budget.