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.