Experienced Data Entry Clerks / No Experience – Remote Opportunity at careerzynith

Job Summary:

Are you a motivated individual looking to kick-start your career in data entry? Do you have a passion for accuracy and attention to detail? Look no further! careerzynith is urgently hiring Data Entry Clerks with no experience for our remote team. As a Data Entry Clerk, you will play a vital role in ensuring the smooth operation of our Alternate Investments department. If you're a quick learner, a team player, and a problem-solver, we want to hear from you!

About careerzynith:

careerzynith is a leading provider of innovative solutions in the financial industry. Our mission is to empower our clients with cutting-edge technology and exceptional customer service. We're a dynamic and growing company that values diversity, inclusivity, and employee growth. Our remote team is the backbone of our operations, and we're looking for talented individuals like you to join our ranks.

Job Description:

As a Data Entry Clerk at careerzynith, you will be responsible for performing everyday reconciliation, trade, and transfer tasks for Alternate Investments. Your essential deliverables will include:

• Processing trade deal purchases in customer profiles
• Identifying and addressing breaks recognized between TD Ameritrade and fund companies or transfer agents
• Processing Corporate Activity Activities, settling/reconciling transactions, and processing/reconciling returns activity
• Analyzing complex/escalated issues, testing/validation of new innovation enhancements, and provider modifications
• Completing projects in Trading, Dividends, Transfers, Reconciliation, and Corporate Actions that directly influence the Client/Advisor profile

Key Responsibilities:

* Review and process subscription deals or transfer requests

• Identify and address client/advisor amount exceptions
• Meet regulatory commitments (e.g., 2340 and 15C3-3)
• Reconcile Business, Dividend, and Transactions Breaks
• Reconcile across BOS and Fund Companies
• Review and analyze correct tax coding and corrections of income tax coding
• Address internal/external system improvements or concerns
• Identify the root cause of breaks between TDA, the Fund, etc.
• Provide method or innovation service alternatives to Management
• Remediate transfer issues with the Fund or Opposite Firm
• Answer business partner inquiries concerning Fund details requirements/eligibility
• Provide follow-up on Substitute Expenditure moves to expedite the customer demand or remediate not neat issues
• Prompt and accurate finalization of client investing and dividend demands

Essential Qualifications:

* High school diploma or equivalent required

• No prior experience necessary; we provide comprehensive training
• Strong attention to detail and accuracy
• Excellent communication and problem-solving skills
• Ability to work independently and as part of a remote team
• Proficiency in Microsoft Office and Google Suite
• Strong analytical and critical thinking skills

Preferred Qualifications:

* Previous experience in data entry or a related field

• Familiarity with TD Ameritrade and/or financial industry software
• Knowledge of regulatory requirements (e.g., 2340 and 15C3-3)
• Experience with Salesforce or similar CRM systems

Skills and Competencies:

* Strong organizational and time management skills

• Ability to prioritize tasks and meet deadlines
• Excellent customer service skills
• Strong analytical and problem-solving skills
• Ability to work in a fast-paced environment
• Strong communication and teamwork skills

Career Growth Opportunities and Learning Benefits:

* Comprehensive training program to ensure your success

• Opportunities for career growth and advancement
• Collaborative and dynamic work environment
• Access to cutting-edge technology and tools
• Professional development and continuing education opportunities
• Recognition and rewards for outstanding performance

Work Environment and Company Culture:

* Remote work environment with flexible scheduling

• Collaborative and dynamic team culture
• Opportunities for socialization and team-building activities
• Access to careerzynith's employee resource groups and diversity initiatives
• Recognition and rewards for outstanding performance

Compensation, Perks, and Benefits:

* Competitive salary and benefits package

• Comprehensive health insurance and wellness programs
• 401(k) matching and retirement savings plan
• Paid time off and holidays
• Access to careerzynith's employee assistance program
• Opportunities for professional development and continuing education

Equal Opportunity Employer:

careerzynith is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive and diverse work environment that values and respects all employees. We will consider applications from job-trained candidates with detention and conviction documents.

Ready to Apply?

If you're a motivated individual ready to contribute to a thriving team, we encourage you to apply now! We're excited to review your application and look forward to welcoming you to our remote team. Apply for this job