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**Experienced Remote Data Entry Specialist for Alternative Investments – Work from Home Opportunity**

Remote, USA Full-time Posted 2025-11-03
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! Apply for this job    

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