Experienced Remote Data Entry and Reconciliation Specialist for Investment Operations - Work from Home Opportunity at arenaflex

Introduction to arenaflex

arenaflex is a leading financial services company dedicated to providing innovative solutions and exceptional customer experiences. As a pioneer in the industry, we are committed to fostering a culture of excellence, diversity, and inclusion. Our team of experts works tirelessly to ensure seamless operations, and we are now seeking a highly skilled Remote Data Entry and Reconciliation Specialist to join our ranks. This is an exciting opportunity to work from the comfort of your own home and be part of a dynamic team that is shaping the future of financial services.

Job Overview

The Remote Data Entry and Reconciliation Specialist will play a critical role in our investment operations team, responsible for performing regular reconciliation, trade, and transfer activities for various investments. The successful candidate will be tasked with processing exchange deal purchases, identifying and resolving discrepancies between arenaflex and fund companies or transfer agents, and ensuring the accurate processing of corporate action events, settlements, and reconciliations. This is a challenging and rewarding role that requires attention to detail, excellent analytical skills, and the ability to work in a fast-paced environment.

Key Responsibilities

• Process exchange deal purchases in client profiles and identify/solve discrepancies between arenaflex and fund companies or transfer agents
• Perform reconciliation and settlement of transfer tasks, as well as processing and reconciliation of dividend tasks
• Conduct research on complex/escalated issues and perform testing/validation of new technology enhancements and provider improvements
• Accomplish tasks in investing, dividends, transfers, reconciliation, and corporate actions that directly impact client/advisor accounts
• Collaborate with retail and institutional service teams through email, phone, Slack, Outlook, and Salesforce
• Represent arenaflex in daily relationships with fund providers, transfer brokers, converse agencies, and other external business partners

Tasks and Deliverables

• Study and assessment of membership agreements or transfer requests
• Client/advisor level exemptions and regulatory responsibilities (e.g., 2340 and 15C3-3)
• Reconciliation of field, returns, and transfer damages
• Reconciliation around BOS and fund companies
• Assessment and analysis of correct tax programming and corrections of income tax coding
• Troubleshooting internal/external system enhancements or issues
• Source of breaks between arenaflex, the fund, and other external partners
• Providing process or technology solution options to management
• Remediating transfer issues with the fund or opposite agency
• Client or organization partner service, including answering queries regarding fund-specific requirements/eligibility
• Delivering actions on substitute investment transmissions to accelerate client requests or remediate not neat issues
• Quick and accurate conclusion of customer trading and dividend requests

Essential Qualifications

To be successful in this role, you will need to possess the following essential qualifications:

• Strong analytical and problem-solving skills, with attention to detail and ability to work in a fast-paced environment
• Excellent communication and interpersonal skills, with the ability to collaborate with internal and external stakeholders
• Proficiency in Microsoft Office, particularly Excel, and experience with CRM systems such as Salesforce
• Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines
• Ability to work independently and as part of a team, with a strong commitment to delivering high-quality results

Preferred Qualifications

In addition to the essential qualifications, the following preferred qualifications will be considered an asset:

• Experience in investment operations, data entry, or a related field
• Knowledge of financial regulations and industry standards (e.g., 2340 and 15C3-3)
• Familiarity with trading platforms, transfer agents, and fund companies
• Experience with process improvement and technology enhancements
• Strong understanding of tax programming and income tax coding

Skills and Competencies

To excel in this role, you will need to possess the following skills and competencies:

• Strong analytical and problem-solving skills, with attention to detail and ability to work in a fast-paced environment
• Excellent communication and interpersonal skills, with the ability to collaborate with internal and external stakeholders
• Proficiency in Microsoft Office, particularly Excel, and experience with CRM systems such as Salesforce
• Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines
• Ability to work independently and as part of a team, with a strong commitment to delivering high-quality results
• Adaptability and flexibility, with the ability to learn new systems and processes quickly
• Strong attention to detail, with a focus on accuracy and quality

Career Growth Opportunities and Learning Benefits

At arenaflex, we are committed to providing our employees with opportunities for growth and development. As a Remote Data Entry and Reconciliation Specialist, you will have access to:

• Comprehensive training programs to enhance your skills and knowledge
• Opportunities for career advancement and professional growth
• A dynamic and supportive work environment that encourages collaboration and innovation
• Flexible working arrangements, including the ability to work from home
• A competitive compensation package and benefits program

Work Environment and Company Culture

arenaflex is a company that values diversity, inclusion, and excellence. Our work environment is dynamic and supportive, with a focus on collaboration and innovation. We believe in fostering a culture of respect, empathy, and open communication, and we are committed to providing our employees with the tools and resources they need to succeed.

Compensation, Perks, and Benefits

As a Remote Data Entry and Reconciliation Specialist at arenaflex, you can expect a competitive compensation package and benefits program, including:

• A competitive salary and bonus structure
• Comprehensive health and dental benefits
• Retirement savings plan and matching program
• Flexible working arrangements, including the ability to work from home
• Opportunities for career advancement and professional growth
• A dynamic and supportive work environment that encourages collaboration and innovation

Conclusion

If you are a motivated and detail-oriented individual with a passion for data entry and reconciliation, we encourage you to apply for this exciting opportunity at arenaflex. As a Remote Data Entry and Reconciliation Specialist, you will play a critical role in our investment operations team and contribute to the success of our clients and our company. Don't miss out on this chance to join a dynamic and supportive team and take your career to the next level. Apply now and become a part of the arenaflex team!