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

Work from home Full-time role Hiring

About careerzynith

careerzynith is a leading organization in the industry, dedicated to providing innovative solutions and exceptional services to our clients. We are a dynamic and forward-thinking company that values diversity, inclusivity, and employee growth. Our mission is to empower our team members to excel in their roles and contribute to the success of our organization.

Job Description

We are currently seeking highly motivated and detail-oriented Data Entry Clerks to join our team on a remote basis. As a Data Entry Clerk at careerzynith, you will play a critical role in ensuring the accuracy and efficiency of our data processing operations. This is an excellent opportunity for individuals with no prior experience to learn and grow with our organization.

Key Responsibilities

As a Data Entry Clerk at careerzynith, your primary responsibilities will include:

  • Processing trade deal purchases in customer profiles and identifying/addressing discrepancies between TD Ameritrade and fund companies or transfer agents.
  • Processing Corporate Activity Activities, reconciling transactions, and processing/reconciling returns activity.
  • Analyzing complex/escalated issues, testing/validation of new technology enhancements, and provider modifications.
  • Completing projects in Trading, Dividends, Transfers, Reconciliation, and Corporate Actions that directly impact the Client/Advisor profile.
  • Engaging with Retail and Institutional Service Teams through email, phone, Slack, Overview, and Salesforce.
  • Interacting with and embodying TD Ameritrade Cleaning in daily connections with fund companies, transfer agents, opposite agencies, and other external business partners.

Duties and Tasks

Some of the specific duties and tasks you will be responsible for as a Data Entry Clerk at careerzynith include:

  • Reviewing subscription deals or transfer requests
  • Identifying and addressing client/advisor account exceptions
  • Meeting regulatory commitments (e.g., 2340 and 15C3-3)
  • Reconciling Business, Dividend, and Transactions Breaks
  • Reconciling across BOS and Fund Companies
  • Reviewing and analyzing correct tax coding and corrections of tax coding
  • Troubleshooting internal/external system issues or concerns
  • Identifying the root cause of breaks between TDA, the Fund, etc.
  • Providing method or innovation service alternatives to Management
  • Remediating transfer issues with the Fund or Opposite Firm
  • Providing 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

Equal Opportunity Employer

careerzynith is an equal opportunity employer, committed to diversity, equity, and inclusion. We welcome applications from individuals of all backgrounds, including minorities, women, veterans, and individuals with disabilities.

Application Process

If you are a motivated and detail-oriented individual with a passion for data entry and customer service, we encourage you to apply for this exciting opportunity. Our application process is simple and straightforward: 1. Click the "Apply Now" button below to submit your application. 2. Our team will review your application and contact you soon to discuss the next steps.

Apply Now

Apply To This Job

Why Join careerzynith?

As a Data Entry Clerk at careerzynith, you will have the opportunity to:

  • Work in a dynamic and forward-thinking organization
  • Develop your skills and expertise in data entry and customer service
  • Collaborate with a diverse and inclusive team
  • Enjoy a competitive salary and benefits package
  • Pursue career growth opportunities and professional development
  • Make a meaningful contribution to the success of our organization

Don't miss this exciting opportunity to join careerzynith as a Data Entry Clerk. Apply now and take the first step towards a rewarding and challenging career with our organization. Apply for this job

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