Experienced Data Entry Specialist – Remote Work Opportunity at blithequark

Are you a detail-oriented and organized individual with a passion for data entry and problem-solving? Do you thrive in a fast-paced environment where no two days are the same? If so, we invite you to join blithequark as an Experienced Data Entry Specialist, working from the comfort of your own home.

About blithequark

blithequark is a leading provider of innovative solutions in the financial industry, dedicated to delivering exceptional results and exceeding client expectations. Our team of experts is passionate about creating a work environment that is inclusive, supportive, and empowering. We believe in fostering a culture of collaboration, creativity, and continuous learning, where every individual can grow and thrive.

Job Summary

As an Experienced Data Entry Specialist at blithequark, you will play a critical role in ensuring the accuracy and efficiency of our day-to-day operations. You will be responsible for performing a range of tasks, including trade reconciliation, transaction processing, and research of complex problems. Your attention to detail, analytical skills, and ability to work independently will be essential in delivering high-quality results and exceeding client expectations.

Key Responsibilities

* Process trade buy and sell transactions in client accounts, ensuring accuracy and timeliness

• Determine and resolve discrepancies between TD Ameritrade and fund companies or transfer representatives
• Handle Business Action Celebrations, settle and reconcile transactions, and process returns
• Perform research on complex or escalated problems, and execute testing and validation of new technology enhancements and supplier adjustments
• Collaborate with Retail and Institutional Service Teams via email, phone, Slack, Overview, and Salesforce
• Represent blithequark in our daily partnerships with fund firms, transfer agents, converse agencies, and other outside company partners

Evaluation and Issue Fixing

* Evaluate registration deals or transmission demands

• Client/Advisor level exemptions
• Governing commitments (Examples: 2340 and 15C3-3)
• Reconciliation of Profession, Dividend, and Move Damages
• Settlement across BOS and Fund Business
• Evaluation and interpretation of proper tax programming and corrections of tax coding
• Internal/External unit improvements or concerns
• Origin of ruptures between TDA, the Fund, etc
• Giving process or technology service choices to Management
• Remediating transactions concerns with the Fund or Converse Firm Client or Business Partner Company

Client or Business Partner Company

* Answering service partner queries relating to Fund details requirements/eligibility

• Delivering follow-up on Alternative Expenditure moves to expedite the customer ask for or remediate not neat problems
• Timely and correct conclusion of client exchanging and reward asks for

Essential Qualifications

* 2+ years of experience in data entry, trade reconciliation, or a related field

• Strong analytical and problem-solving skills, with attention to detail and accuracy
• Excellent communication and interpersonal skills, with ability to work collaboratively with teams
• Proficiency in Microsoft Office, particularly Excel, and experience with Salesforce
• Ability to work independently and manage multiple priorities in a fast-paced environment
• High school diploma or equivalent required; associate's or bachelor's degree preferred

Preferred Qualifications

* Experience in the financial industry, particularly in trade reconciliation or data entry

• Knowledge of governing commitments, such as 2340 and 15C3-3
• Familiarity with tax programming and corrections of tax coding
• Experience with process or technology service choices
• Certification in data entry, trade reconciliation, or a related field

Skills and Competencies

* Strong analytical and problem-solving skills, with attention to detail and accuracy

• Excellent communication and interpersonal skills, with ability to work collaboratively with teams
• Proficiency in Microsoft Office, particularly Excel, and experience with Salesforce
• Ability to work independently and manage multiple priorities in a fast-paced environment
• Strong organizational and time management skills, with ability to meet deadlines and deliver results

Career Growth Opportunities and Learning Benefits

* Opportunities for professional growth and development, with training and mentorship programs available

• Collaborative and supportive work environment, with a focus on teamwork and continuous learning
• Flexible work arrangements, including remote work options and flexible hours
• Competitive compensation and benefits package, including health insurance, retirement plan, and paid time off

Work Environment and Company Culture

* blithequark is an equal opportunity employer, committed to diversity and inclusion in the workplace

• Our team is passionate about creating a work environment that is inclusive, supportive, and empowering
• We believe in fostering a culture of collaboration, creativity, and continuous learning, where every individual can grow and thrive
• Our office is located in a modern and comfortable space, with amenities and services available to support your well-being and productivity

Compensation, Perks, and Benefits

* Competitive salary and bonus structure, with opportunities for professional growth and development

• Comprehensive benefits package, including health insurance, retirement plan, and paid time off
• Flexible work arrangements, including remote work options and flexible hours
• Access to training and mentorship programs, with opportunities for professional growth and development
• Collaborative and supportive work environment, with a focus on teamwork and continuous learning

How to Apply

If you are a motivated and detail-oriented individual with a passion for data entry and problem-solving, we invite you to apply for this exciting opportunity. Please submit your resume and cover letter, highlighting your relevant experience and skills. We look forward to hearing from you and exploring how you can contribute to our team's success. Apply Job! Apply for this job