Introduction to arenaflex
arenaflex is a leading organization in the financial services industry, dedicated to providing innovative solutions and exceptional customer experiences. As a remote data entry specialist, you will play a vital role in our team, responsible for performing daily reconciliation, trade, and transfer tasks for alternative investments. Our company values diversity, equity, and inclusion, and we are committed to creating a workplace where everyone feels welcome and valued.
Job Summary
We are seeking a highly skilled and detail-oriented data entry specialist to join our team. As a data entry specialist, you will be responsible for processing trade deal purchases, identifying and addressing breaks between arenaflex and fund companies or transfer agents, and processing corporate activity activities. You will also be responsible for reconciling transactions, processing returns activity, and performing analysis of complex and escalated issues. If you have a strong analytical mind, excellent communication skills, and a passion for delivering exceptional customer service, we encourage you to apply for this exciting opportunity.
Key Responsibilities
- Process trade deal purchases in customer profiles and identify/address breaks recognized between arenaflex and fund companies or transfer agents
- Process corporate activity activities, settle/reconcile transactions, and process/reconcile returns activity
- Perform analysis of complex/escalated issues and conduct testing/validation of new technology enhancements and provider changes
- Complete projects in trading, dividends, transfers, reconciliation, and corporate actions that directly impact client/advisor profiles
- Collaborate with retail and institutional service teams using email, phone, Slack, Outlook, and Salesforce
- Interact with fund companies, transfer agents, counterparties, and other external business partners to resolve issues and provide exceptional customer service
Duties Analysis
- Review of subscription deals or transfer requests
- Client/advisor amount exceptions
- Regulatory commitments (e.g., 2340 and 15C3-3)
- Reconciliation of corporate, dividend, and transactions breaks
- Reconciling across BOS and fund companies
- Review and analysis of correct tax coding and corrections of tax coding errors
Problem-Solving and Troubleshooting
- Internal/external system improvements or issues
- Root cause of breaks between arenaflex, the fund, etc.
- Providing method or technology solution alternatives to management
- Remediating transfer issues with the fund or counterparties
- Responding to business partner inquiries regarding fund information requirements/eligibility
- Providing follow-up on alternative investment moves to expedite client requests or remediate outstanding issues
Essential Qualifications
To be successful in this role, you will need to have:
- Strong analytical and problem-solving skills
- Excellent communication and customer service skills
- Ability to work in a fast-paced environment with attention to detail and accuracy
- Strong organizational and time management skills
- Ability to work independently and as part of a team
- High school diploma or equivalent required; associate's or bachelor's degree preferred
Preferred Qualifications
Preferred candidates will have:
- Previous experience in data entry, finance, or a related field
- Knowledge of financial services, investments, and regulatory requirements
- Experience with technology systems, including Salesforce and other software applications
- Strong technical skills, including proficiency in Microsoft Office and Google Suite
Skills and Competencies
To excel in this role, you will need to possess:
- Strong attention to detail and accuracy
- Excellent analytical and problem-solving skills
- Effective communication and customer service skills
- Ability to work in a fast-paced environment with multiple priorities and deadlines
- Strong organizational and time management skills
- Ability to work independently and as part of a team
Career Growth Opportunities and Learning Benefits
At arenaflex, we are committed to the growth and development of our employees. As a data entry specialist, you will have access to training and development opportunities, including:
- On-the-job training and mentorship
- Professional development courses and workshops
- Opportunities for advancement and career growth
- Recognition and reward programs for outstanding performance
Work Environment and Company Culture
arenaflex is a dynamic and inclusive workplace, committed to creating a positive and supportive work environment. As a remote employee, you will be part of a virtual team, with opportunities to collaborate and connect with colleagues from across the organization. Our company culture values:
- Diversity, equity, and inclusion
- Integrity and transparency
- Customer focus and satisfaction
- Innovation and continuous improvement
- Teamwork and collaboration
Compensation, Perks, and Benefits
arenaflex offers a competitive compensation package, including:
- Salary and bonus structure
- Comprehensive benefits package, including health, dental, and vision insurance
- 401(k) retirement plan and matching program
- Paid time off and holidays
- Professional development opportunities and tuition reimbursement
Conclusion
If you are a motivated and detail-oriented individual with a passion for delivering exceptional customer service, we encourage you to apply for this exciting opportunity. As a data entry specialist at arenaflex, you will be part of a dynamic and inclusive team, with opportunities for growth and development. Apply now to join our team and take the first step in your career with arenaflex.
arenaflex is an equal opportunity employer, committed to diversity, equity, and inclusion. We welcome applications from qualified candidates with diverse backgrounds and experiences.
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