About careerzynith
careerzynith is a forward-thinking organization that values flexibility and innovation. As a leading player in the industry, we strive to create a work environment that fosters growth, collaboration, and success. Our commitment to excellence is reflected in our cutting-edge solutions, exceptional customer service, and dedication to our employees. We are proud to offer a dynamic and inclusive workplace where talented individuals can thrive and make a meaningful impact.
Job Description
careerzynith is seeking a highly motivated and detail-oriented Data Entry Clerk to join our team. As a Data Entry Clerk, you will play a vital role in ensuring the accuracy and efficiency of our data processing operations. This hybrid role offers the flexibility to balance your time between our remote office and home, allowing you to maintain a healthy work-life balance.
Key Responsibilities
- Process trade deal purchases in customer profiles and identify/address discrepancies between TD Ameritrade and fund companies or transfer agents.
- Process Corporate Activity Activities, settle/reconcile transactions, and process/reconcile returns activity.
- Perform analysis of complex/escalated issues, test/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.
Essential Deliverables
- Testimonial of subscription deals or transfer requests.
- Client/Advisor account exceptions.
- Regulatory commitments (e.g., 2340 and 15C3-3).
- Reconciliation of Business, Dividend, and Transactions Breaks.
- Reconciliation across BOS and Fund Companies.
- Review and analysis of correct tax coding and corrections of income tax coding.
Trouble Addressing
- Internal/External system improvements or concerns.
- Root cause of ruptures between TDA, the Fund, etc.
- Providing method or innovation service alternatives to Management.
- Remediating transfer issues with the Fund or Opposite Firm.
- Client or Company Companion Service.
- Answering business partner inquiries concerning Fund details requirements/eligibility.
- Providing follow-up on Substitute Expenditure moves to expedite the customer demand or remediate not neat issues.
- Prompt and correct finalization of client investing and dividend demands.
Qualifications and Requirements
To be successful in this role, you will need:
Essential Qualifications
- A high school diploma or equivalent.
- Excellent communication and interpersonal skills.
- Strong attention to detail and organizational skills.
- Ability to work in a fast-paced environment and prioritize tasks effectively.
- Proficiency in Microsoft Office and Google Suite.
- Experience with data entry software and systems.
Preferred Qualifications
- 1-2 years of experience in data entry or a related field.
- Knowledge of regulatory requirements and compliance.
- Experience working with CRM software and systems.
- Ability to learn and adapt to new systems and processes.
Skills and Competencies
To excel in this role, you will need to possess:
Key Skills
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Strong attention to detail and organizational skills.
- Ability to prioritize tasks effectively and manage multiple projects.
Career Growth Opportunities and Learning Benefits
At careerzynith, we believe in investing in our employees' growth and development. As a Data Entry Clerk, you will have opportunities to:
Learn and Grow
- Develop your skills and knowledge in data entry, regulatory compliance, and CRM software.
- Participate in training programs and workshops to enhance your performance and career prospects.
- Take on new challenges and responsibilities as you grow in your role.
Work Environment and Company Culture
careerzynith is committed to creating a work environment that is inclusive, diverse, and supportive. As a Data Entry Clerk, you will have the opportunity to:
Enjoy a Flexible Work-Life Balance
- Work from home or our remote office, depending on your needs and preferences.
- Enjoy a flexible schedule that allows you to balance your work and personal life.
Be Part of a Dynamic Team
- Collaborate with a talented and dedicated team of professionals who share your passion for excellence.
- Participate in team-building activities and social events that foster a sense of community and belonging.
Compensation, Perks, and Benefits
careerzynith offers a competitive salary package, commensurate with experience, as well as a range of benefits and perks, including:
Salary and Benefits
- A competitive salary package, commensurate with experience.
- A comprehensive benefits package, including health, dental, and vision insurance.
- A 401(k) retirement plan with company match.
Perks and Recognition
- A flexible work schedule and remote work options.
- A generous paid time off policy, including vacation and sick leave.
- A recognition and reward program that celebrates your achievements and contributions.
Equal Opportunity Employer
careerzynith is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating a workplace that is inclusive, respectful, and free from discrimination.
How to Apply
If you are a motivated and detail-oriented individual who is passionate about data entry and customer service, we encourage you to apply now! Please submit your resume and cover letter to [insert contact information]. We look forward to reviewing your application.