Back to Jobs

**Experienced Data Entry Clerk – Alternate Investments Specialist (Remote)**

Remote, USA Full-time Posted 2025-11-24
Join arenaflex, a leading innovator in the financial services industry, as a highly skilled Data Entry Clerk – Alternate Investments Specialist. This exciting opportunity is a full-time, remote position available to candidates in the United States. As a key member of our team, you will play a vital role in ensuring the seamless execution of daily reconciliation, trade, and transfer tasks for Alternate Investments. **About arenaflex** arenaflex is a forward-thinking company that is revolutionizing the financial services industry with its cutting-edge technology and innovative approach. Our mission is to provide exceptional customer experiences, drive business growth, and foster a culture of excellence. We are committed to empowering our employees to reach their full potential and thrive in a dynamic, inclusive, and supportive work environment. **Job Summary** As a Data Entry Clerk – Alternate Investments Specialist, you will be responsible for processing trade deal purchases in customer profiles, identifying and addressing breaks between TD Ameritrade and fund companies or transfer agents. This role also involves processing Corporate Activity Activities, settling/reconciling transactions, and processing/reconciling returns activity. You will work closely with Retail and Institutional Service Teams, using email, phone, Slack, Overview, and Salesforce to ensure seamless communication and collaboration. **Key Responsibilities** * Process trade deal purchases in customer profiles and identify/address breaks between TD Ameritrade and fund companies or transfer agents * Process Corporate Activity Activities, settle/reconcile transactions, and process/reconcile returns activity * Analyze complex/escalated issues and perform testing/validation of new innovation enhancements and provider modifications * Complete projects in Trading, Dividends, Transfers, Reconciliation, and Corporate Actions that directly impact the Client/Advisor profile * Engage with Retail and Institutional Service Teams using email, phone, Slack, Overview, and Salesforce * Collaborate with fund companies, transfer agents, opposite agencies, and other external business partners to ensure seamless execution of daily reconciliation, trade, and transfer tasks **Duties Analysis** * Review subscription deals or transfer requests * Identify and address Client/Advisor account exceptions * Ensure regulatory compliance (e.g., 2340 and 15C3-3) * Reconcile Business, Dividend, and Transactions Breaks * Resolve issues across BOS and Fund Companies * Review and analyze correct tax coding and corrections of income tax coding * Troubleshoot internal/external system improvements or concerns * Identify 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 * Provide follow-up on Substitute Expenditure moves to expedite the customer demand or remediate not neat issues * Promptly and accurately finalize client investing and dividend demands **Essential Qualifications** * High school diploma or equivalent required; associate's or bachelor's degree in a related field preferred * 1-2 years of experience in data entry, customer service, or a related field * Strong analytical and problem-solving skills * Excellent communication and interpersonal skills * Ability to work in a fast-paced environment with multiple priorities * Proficiency in Microsoft Office and Salesforce * Strong attention to detail and accuracy **Preferred Qualifications** * Experience in the financial services industry, particularly in Alternate Investments * Knowledge of regulatory requirements (e.g., 2340 and 15C3-3) * Experience with data entry software and systems * Strong organizational and time management skills * Ability to work independently and as part of a team **Skills and Competencies** * Strong analytical and problem-solving skills * Excellent communication and interpersonal skills * Ability to work in a fast-paced environment with multiple priorities * Proficiency in Microsoft Office and Salesforce * Strong attention to detail and accuracy * Ability to learn and adapt to new systems and processes * Strong organizational and time management skills **Career Growth Opportunities and Learning Benefits** * arenaflex offers a comprehensive training program to ensure your success in this role * Opportunities for career growth and advancement within the company * Access to ongoing training and development programs to enhance your skills and knowledge * Collaborative and supportive work environment that fosters open communication and teamwork **Work Environment and Company Culture** * arenaflex is a remote-friendly company that offers a flexible and autonomous work environment * Collaborative and supportive work environment that fosters open communication and teamwork * Opportunities for socialization and connection with colleagues through virtual events and activities * arenaflex is an equal opportunity employer that values diversity, equity, and inclusion **Compensation, Perks, and Benefits** * Competitive salary and benefits package * Opportunities for bonuses and incentives * Comprehensive training program to ensure your success in this role * Access to ongoing training and development programs to enhance your skills and knowledge * Flexible and autonomous work environment * Collaborative and supportive work environment that fosters open communication and teamwork **How to Apply** 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. Please submit your resume and cover letter to [insert contact information]. arenaflex is an equal opportunity employer that values diversity, equity, and inclusion. We look forward to hearing from you! Apply for this job    

Similar Jobs

**Experienced Work-from-Home Data Entry Clerk – Part-Time Opportunity at arenaflex**

Remote, USA Full-time

`Work from Home| Customer Service Representativ...

Remote, USA Full-time

**Job Title:** Dedicated Customer Service Associate / Cashier - Ensuring Exceptional Shopping Experiences at arenaflex

Remote, USA Full-time

Assistant Teacher/junior Educator

Remote, USA Full-time

Senior Manager, Product Management-Tech, arenaflex Customer Service - Artificial Intelligence and Machine Learning Product Leadership

Remote, USA Full-time

Amazon Delivery Driver

Remote, USA Full-time

Work From Home No Experience Required (Part-Time)

Remote, USA Full-time

**Experienced Pharmacy Customer Service Representative – Weekend Remote Opportunity at arenaflex**

Remote, USA Full-time

Experienced Data Entry and Administrative Support Professional - Remote Work Opportunity with arenaflex for Market Research and Survey Participation

Remote, USA Full-time

**Experienced Customer Service Representative – Join Our Dynamic Team at arenaflex**

Remote, USA Full-time

Marketing Operations Project Manager

Remote, USA Full-time

Senior Media Planner

Remote, USA Full-time

**Experienced Healthcare Customer Service Representative - Remote USA Opportunity**

Remote, USA Full-time

Online Part-Time Job for Freshers and Students

Remote, USA Full-time

Medical Billing Specialist (Full-time; 1.0 FTE; hybrid)

Remote, USA Full-time

Home Marketing Consultant /Home Staging Consultant/

Remote, USA Full-time

Teacher of Students with Visual Impairments (TVI) Position - Full Time

Remote, USA Full-time

Clinical Reviewer - Medicare

Remote, USA Full-time

[FULL TIME Remote] Part Time Remote Data Entry Clerk – No

Remote, USA Full-time

Mergers & Acquisitions Specialist

Remote, USA Full-time