Experienced Data Entry Clerk – Alternate Investments Operations (Remote)

Remote Full-time
Are you a detail-oriented and organized individual looking for a challenging role in a dynamic environment? Do you have a passion for data entry and a keen eye for accuracy? Look no further! blithequark is seeking an experienced Data Entry Clerk to join our Alternate Investments Operations team on a full-time remote basis. As a Data Entry Clerk at blithequark, you will play a critical role in ensuring the smooth operation of our Alternate Investments business. You will be responsible for processing trade deal purchases, reconciling transactions, and addressing breaks between TD Ameritrade and fund companies or transfer agents.Your attention to detail and analytical skills will be essential in resolving complex issues and ensuring that client transactions are processed accurately and efficiently. About blithequarkblithequark is a leading provider of innovative financial solutions, dedicated to delivering exceptional results to our clients. Our team of experts is passionate about creating a culture of excellence, where collaboration, innovation, and continuous learning thrive. As a remote employee, you will be part of a dynamic and diverse team, working closely with Retail and Institutional Service Teams to deliver outstanding results.Key ResponsibilitiesAs a Data Entry Clerk, your key responsibilities will include:* Processing trade deal purchases in customer profiles and determining/addressing breaks recognized between TD Ameritrade and fund companies or transfer agents* Processing Corporate Activity Activities, settling/reconciling transactions, and processing/reconciling returns activity* Analyzing complex/escalated issues, testing/validation of new innovation enhancements, and provider modifications* Completing projects in Trading, Dividends, Transfers, Reconciliation, and Corporate Actions that directly influence the Client/Advisor profile* Engaging with Retail and Institutional Service Teams via email, phone, Slack, Overview, and SalesforceEssential QualificationsTo be successful in this role, you will need:* 1-2 years of experience in data entry or a related field* Excellent attention to detail and analytical skills* Strong communication and problem-solving skills* Ability to work independently and as part of a team* Proficiency in bolthires Office, particularly Excel* Experience with Salesforce and/or other CRM systems is a plusPreferred QualificationsWhile not essential, the following qualifications would be beneficial:* Experience in the financial services industry* Knowledge of regulatory commitments (e.g., 2340 and 15C3-3)* Familiarity with tax coding and corrections* Experience with internal/external system improvements or concernsSkills and CompetenciesTo succeed in this role, you will need to possess:* Strong organizational and time management skills* Ability to prioritize tasks and meet deadlines* Excellent problem-solving and analytical skills* Strong communication and interpersonal skills* Ability to work in a fast-paced environment and adapt to changing prioritiesCareer Growth Opportunities and Learning BenefitsAt blithequark, we are committed to the growth and development of our employees.As a Data Entry Clerk, you will have opportunities to:* Develop your skills and expertise in data entry and operations* Work with a dynamic and diverse team to deliver outstanding results* Participate in training and development programs to enhance your skills and knowledge* Collaborate with senior leaders and subject matter experts to drive business growth and innovationWork Environment and Company CultureAs a remote employee, you will have the flexibility to work from anywhere, at any time, as long as you have a stable internet connection.Our company culture is built on collaboration, innovation, and continuous learning. We value diversity, equity, and inclusion and are committed to creating a workplace where everyone feels welcome and valued. Compensation, Perks, and BenefitsWe offer a competitive salary and benefits package, including:* Competitive salary and bonus structure* Comprehensive health insurance and wellness programs* Retirement savings plan and matching contributions* Paid time off and holidays* Professional development opportunities and training programs* Flexible work arrangements and remote work optionsEqual Opportunity Employerblithequark 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. If you are a motivated and detail-oriented individual with a passion for data entry and operations, we encourage you to apply for this exciting opportunity. Please submit your resume and a cover letter outlining your experience, skills, and qualifications. We look forward to hearing from you! !
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