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Experienced Data Entry Specialist – Remote Work Opportunity at careerzynith

Work from home Full-time role Hiring

Are you a detail-oriented and organized individual with a passion for data entry and customer service? Do you thrive in a fast-paced environment and enjoy working independently? If so, we invite you to join careerzynith as an Experienced Data Entry Specialist in a remote work opportunity. At careerzynith, we're committed to innovation and teamwork, and we're looking for a skilled professional to join our team. As a Data Entry Specialist, you'll play a critical role in ensuring the accuracy and efficiency of our data entry processes, working closely with our Retail and Institutional Service Teams to provide exceptional customer service.

About careerzynith

careerzynith is a leading organization in the industry, known for our commitment to innovation, teamwork, and customer satisfaction. We're a dynamic and growing company that offers a range of exciting opportunities for professionals who share our values. Our team is passionate about delivering exceptional results and making a positive impact on our customers and the community.

Job Summary

As an Experienced Data Entry Specialist, you'll be responsible for performing a range of data entry and reconciliation activities, including:

  • Refining exchange deal transactions in client accounts
  • Identifying and addressing discrepancies between TD Ameritrade and fund business or transfer representatives
  • Processing Corporate Activity Activities, settling/reconciling transactions activity, and processing/reconciling dividend activity
  • Conducting research on complex/escalated concerns
  • Testing/validation of new technology augmentations and vendor adjustments

Key Responsibilities

* Perform everyday reconciliation/trade/transfer activities for Alternative Investments

  • Refine exchange deal transactions in client accounts and identify/address discrepancies between TD Ameritrade and fund business or transfer representatives
  • Process Corporate Activity Activities, settle/reconcile transactions activity, and process/reconcile dividend activity
  • Conduct research on complex/escalated concerns and perform testing/validation of new technology augmentations and vendor adjustments
  • Complete projects in Investing, Dividends, Transfers, Reconciliation, and Corporate Actions that directly impact the Client/Advisor account
  • Interact with Retail and Institutional Service Teams using email, phone, Slack, Outlook, and Salesforce
  • Work closely with TD Ameritrade Clearing in our daily relationships with fund companies, transfer brokers, converse organizations, and other outside business partners

Essential Qualifications

* 2+ years of experience in data entry and reconciliation

  • Strong understanding of data entry processes and procedures
  • Excellent analytical and problem-solving skills
  • Ability to work independently and as part of a team
  • Strong communication and customer service skills
  • Proficient in Microsoft Office and Salesforce
  • Experience with TD Ameritrade and/or Alternative Investments a plus

Preferred Qualifications

* Bachelor's degree in Business Administration or related field

  • Experience with data analysis and reporting
  • Knowledge of tax programming and corrections
  • Experience with internal/external system improvements or issues
  • Certification in data entry or related field a plus

Skills and Competencies

* Strong attention to detail and organizational skills

  • Excellent analytical and problem-solving skills
  • Ability to work independently and as part of a team
  • Strong communication and customer service skills
  • Proficient in Microsoft Office and Salesforce
  • Ability to learn and adapt to new technology and processes

Career Growth Opportunities and Learning Benefits

At careerzynith, we're committed to helping our employees grow and develop their careers. As a Data Entry Specialist, you'll have opportunities to:

  • Develop your skills and knowledge in data entry and reconciliation
  • Work closely with our Retail and Institutional Service Teams to provide exceptional customer service
  • Participate in training and development programs to enhance your skills and knowledge
  • Collaborate with our team to identify and implement process improvements

Work Environment and Company Culture

careerzynith is a dynamic and growing company that offers a range of exciting opportunities for professionals who share our values. Our team is passionate about delivering exceptional results and making a positive impact on our customers and the community. We're committed to creating a work environment that's inclusive, supportive, and fun.

Compensation, Perks, and Benefits

As a Data Entry Specialist at careerzynith, you'll be compensated with a competitive salary and benefits package, including:

  • Competitive salary
  • Comprehensive benefits package
  • Paid time off and holidays
  • Opportunities for professional development and growth
  • Collaborative and supportive work environment

Equal Opportunity Employer

careerzynith is an equal opportunity employer and welcomes applications from diverse candidates. We're committed to creating a work environment that's inclusive, supportive, and fun.

How to Apply

If you're a motivated and detail-oriented individual with a passion for data entry and customer service, we invite you to apply for this exciting opportunity. Please submit your application today, and join our team at careerzynith. Apply for this job

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