Entry Level Remote Data Entry and Investment Operations Specialist for Financial Services and Client Support

Introduction to arenaflex arenaflex is a leading financial services company dedicated to providing innovative solutions and exceptional client support. We are committed to fostering a culture of excellence, diversity, and inclusion, where our employees can thrive and grow. As a remote data entry and investment operations specialist, you will play a vital role in our team, ensuring the smooth execution of daily reconciliation, trade, and transfer activities for various investments. Job Overview In this entry-level position, you will be responsible for processing exchange buy and sell transactions, recognizing and addressing breaks between arenaflex and fund companies or transfer representatives, and handling corporate activity events. Your attention to detail and analytical skills will be essential in reconciling transfer activity, processing returns activity, and performing research on complex issues. You will work closely with our retail and institutional business teams, communicating effectively through email, phone, Slack, Outlook, and Salesforce. Key Responsibilities Process exchange buy and sell transactions in customer profiles Recognize and address breaks between arenaflex and fund companies or transfer representatives Handle corporate activity events, including settling and reconciling transfer activity Process and reconcile returns activity Perform research on complex issues and escalated concerns Test and validate new technology improvements and company changes Complete projects in investing, dividends, transfers, reconciliation, and corporate actions that directly impact client/advisor accounts Essential Qualifications To succeed in this role, you should have: Basic knowledge of financial services and investment operations Strong analytical and problem-solving skills Excellent communication and customer service skills Ability to work in a fast-paced environment and meet deadlines Strong attention to detail and organizational skills Basic computer skills, including proficiency in Microsoft Office and ability to learn new systems Preferred Qualifications Preferred candidates will have: Previous experience in data entry, customer service, or financial services Knowledge of regulatory requirements, such as 2340 and 15C3-3 Experience with Salesforce, Slack, or other CRM systems Basic understanding of tax codes and corrections Strong troubleshooting and problem-solving skills Skill and Competency Requirements To excel in this role, you should possess: Analytical skills : ability to analyze complex data and identify trends and patterns Communication skills : ability to communicate effectively with clients, advisors, and internal teams Problem-solving skills : ability to troubleshoot and resolve issues in a timely and efficient manner Attention to detail : ability to accurately process transactions and identify errors Time management skills : ability to prioritize tasks and meet deadlines in a fast-paced environment Career Growth and Learning Opportunities At arenaflex, we are committed to the growth and development of our employees. As a remote data entry and investment operations specialist, you will have opportunities to: Develop your knowledge of financial services and investment operations Improve your analytical and problem-solving skills Enhance your communication and customer service skills Advance to senior roles or specialize in specific areas of financial services Work Environment and Company Culture arenaflex is a dynamic and inclusive workplace that values diversity, equity, and inclusion. We offer a remote work environment that is flexible and supportive, with opportunities to collaborate with colleagues from diverse backgrounds. Our company culture is built on the principles of: Respect : we value and respect each other's differences and perspectives Integrity : we operate with honesty, transparency, and ethics Excellence : we strive for excellence in everything we do Teamwork : we work together to achieve common goals 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) plan and matching contributions Paid time off and holidays Opportunities for professional development and growth Conclusion If you are a motivated and detail-oriented individual with a passion for financial services and customer support, we encourage you to apply for this exciting opportunity. As a remote data entry and investment operations specialist at arenaflex, you will be part of a dynamic team that is shaping the future of financial services. Apply now to join our team and start your career in a fast-paced and rewarding industry. Apply for this job