**Experienced Remote Data Entry Specialist for Alternative Investments – Work from Home Opportunity**
Are you a detail-oriented and organized professional with a passion for data entry and reconciliation? Do you thrive in a fast-paced environment where accuracy and efficiency are paramount? We are seeking an experienced Remote Data Entry Specialist to join our team, working from the comfort of your own home. As a key member of our Alternative Investments team, you will play a critical role in ensuring the smooth operation of our daily reconciliation, trade, and transfer activities.
**About Our Company**
At TD Ameritrade, we are a leading provider of investment services and products, serving both retail and institutional clients. Our commitment to innovation, customer satisfaction, and employee growth has earned us a reputation as a trusted partner in the financial industry. As a Remote Data Entry Specialist, you will be part of a dynamic team that values collaboration, open communication, and a passion for delivering exceptional results.
**Key Responsibilities**
As a Remote Data Entry Specialist, your primary responsibilities will include:
* Refining exchange deal transactions in client accounts and identifying discrepancies between TD Ameritrade and fund companies or transfer representatives
* Processing Corporate Activity Activities, settling/reconciling transactions activity, and processing/reconciling dividend activity
* Conducting research on complex/escalated concerns and performing testing/validation of new technology augmentations and vendor adjustments
* Completing projects in Investing, Dividends, Transfers, Reconciliation, and Corporate Actions that directly impact the Client/Advisor account
* Interacting with Retail and Institutional Service Teams via email, phone, Slack, Outlook, and Salesforce
* Collaborating with TD Ameritrade Clearing in our daily relationships with fund companies, transfer brokers, converse organizations, and other outside business partners
**Essential Qualifications**
To be successful in this role, you will need:
* 2+ years of experience in data entry, reconciliation, or a related field
* Strong attention to detail and organizational skills, with the ability to prioritize tasks and manage multiple projects simultaneously
* Excellent communication and interpersonal skills, with the ability to work effectively with internal and external stakeholders
* Proficiency in Microsoft Office, particularly Excel, and experience with Salesforce or similar CRM systems
* Ability to work independently in a remote environment, with minimal supervision
* Strong analytical and problem-solving skills, with the ability to identify and resolve complex issues
**Preferred Qualifications**
While not required, the following qualifications would be advantageous:
* Experience working in the financial industry, particularly in alternative investments
* Knowledge of regulatory requirements, such as 2340 and 15C3-3
* Familiarity with tax programming and coding
* Experience with internal/external system improvements or issues
* Certification in data entry, reconciliation, or a related field
**Skills and Competencies**
To succeed in this role, you will need to demonstrate:
* Strong analytical and problem-solving skills, with the ability to identify and resolve complex issues
* Excellent communication and interpersonal skills, with the ability to work effectively with internal and external stakeholders
* Ability to work independently in a remote environment, with minimal supervision
* Strong attention to detail and organizational skills, with the ability to prioritize tasks and manage multiple projects simultaneously
* Proficiency in Microsoft Office, particularly Excel, and experience with Salesforce or similar CRM systems
**Career Growth Opportunities and Learning Benefits**
At TD Ameritrade, we are committed to the growth and development of our employees. As a Remote Data Entry Specialist, you will have access to:
* Ongoing training and professional development opportunities
* Mentorship and coaching from experienced colleagues
* Opportunities for career advancement and professional growth
* A dynamic and supportive work environment that values collaboration and open communication
**Work Environment and Company Culture**
As a Remote Data Entry Specialist, you will work from the comfort of your own home, with minimal supervision. Our company culture values:
* Collaboration and open communication
* Innovation and creativity
* Customer satisfaction and employee growth
* Diversity, equity, and inclusion
**Compensation, Perks, and Benefits**
We offer a competitive compensation package, including:
* Salary: $45,000 - $60,000 per year, depending on experience
* Benefits: Medical, dental, and vision insurance, 401(k) matching, and paid time off
* Perks: Flexible work arrangements, professional development opportunities, and a dynamic work environment
**Equal Opportunity Employer**
TD Ameritrade is an equal opportunity employer, committed to diversity, equity, and inclusion. We welcome applications from qualified candidates of all backgrounds, including minorities, women, veterans, and individuals with disabilities.
**How to Apply**
If you are a motivated and detail-oriented professional with a passion for data entry and reconciliation, we encourage you to apply for this exciting opportunity. Please submit your resume and cover letter to [insert contact information]. We look forward to hearing from you!
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