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Experienced Data Entry Clerks / No Experience (Remote) - Join careerzynith's Dynamic Team

Work from home Full-time role Hiring

At careerzynith, we're on a mission to revolutionize the way we work and live. As a leading innovator in the industry, we're constantly seeking talented individuals to join our dynamic team. If you're a motivated and detail-oriented individual looking for a new challenge, we invite you to apply for our Data Entry Clerks / No Experience (Remote) role.

About careerzynith

careerzynith is a forward-thinking organization that values innovation, collaboration, and employee growth. We're committed to creating a work environment that's inclusive, supportive, and empowering. Our team is passionate about delivering exceptional results and making a positive impact on our clients and the community.

Job Summary

We're seeking a skilled Data Entry Clerk to join our team on a remote basis. As a Data Entry Clerk, you'll play a critical role in ensuring the accuracy and efficiency of our data processing operations. You'll work closely with our Retail and Institutional Service Teams to process trade deals, reconcile transactions, and resolve complex issues. If you're a quick learner, a team player, and a problem solver, we want to hear from you!

Key Responsibilities

As a Data Entry Clerk, your primary responsibilities will include:

  • Processing trade deal purchases in customer profiles and identifying/ addressing breaks recognized between TD Ameritrade and the 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 using email, phone, Slack, Overview, and Salesforce
  • Interacting with and embodying TD Ameritrade Cleaning in our daily connections with fund businesses, transfer agents, opposite agencies, and other external company partners

Duties and Responsibilities

* Reviewing subscription deals or transfer requests

  • Identifying and addressing client/Advisor amount exceptions
  • Meeting regulatory commitments (e.g., 2340 and 15C3-3)
  • Reconciling Business, Dividend, and Transactions Breaks
  • Getting Back Together across BOS and Fund Companies
  • Reviewing and analyzing correct tax coding and corrections of income tax coding
  • Troubleshooting internal/external system improvements or concerns
  • Identifying the root cause of breaks 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

Equal Opportunity Employer

careerzynith is an equal opportunity employer and welcomes applications from diverse candidates, including minorities, women, veterans, and individuals with disabilities. We're committed to creating a workplace that's inclusive, supportive, and empowering.

Ready for an Easy Start?

This is a low-stress role with great rewards. If you're reliable and willing to learn, we want you to join our team. Apply now and take the first step towards a fulfilling career with careerzynith!

How to Apply

To apply for this exciting opportunity, please visit our website at [insert link]. We can't wait to hear from you!

Compensation and Benefits

careerzynith offers a competitive salary and a range of benefits, including:

  • Comprehensive health insurance
  • Retirement savings plan
  • Paid time off and holidays
  • Professional development opportunities
  • Collaborative and dynamic work environment

What We Offer

As a Data Entry Clerk at careerzynith, you'll enjoy:

  • A low-stress work environment with a focus on work-life balance
  • Opportunities for professional growth and development
  • Collaborative and supportive team environment
  • Competitive salary and benefits package
  • Flexible remote work arrangements

Join careerzynith Today!

If you're a motivated and detail-oriented individual looking for a new challenge, we invite you to apply for our Data Entry Clerks / No Experience (Remote) role. Don't miss this opportunity to join our dynamic team and take the first step towards a fulfilling career with careerzynith! Apply for this job

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