Experienced Full Stack Remote Data Entry Specialist – Investment Operations, Client Services, and Financial Technology Expertise

Introduction to blithequark and the World of Investment Operations Imagine being part of a dynamic team that is revolutionizing the financial industry through innovative technology and exceptional client service. At blithequark, we are committed to providing a supportive and inclusive environment where our team members can grow, learn, and thrive. As a Level Playing Field Employer, we welcome applications from diverse candidates, including minorities, women, veterans, and individuals with disabilities. Our remote work environment offers the flexibility and comfort of working from home, with access to cutting-edge technology and a competitive compensation package. If you are a highly organized and detail-oriented individual looking to launch or grow your career in investment operations, we invite you to join our team as a Remote Data Entry Specialist. About blithequark and Our Culture At blithequark, we are dedicated to delivering exceptional service to our clients and partners in the financial industry. Our forward-thinking organization values innovation, teamwork, and customer satisfaction, and we are committed to fostering a culture of inclusivity, respect, and continuous learning. Our team members are passionate about making a difference, and we are looking for like-minded individuals who share our values and are eager to contribute to our mission. As a remote team member, you will have the opportunity to work with a diverse group of professionals who are passionate about investment operations, client services, and financial technology. Job Summary As a Remote Data Entry Specialist at blithequark, you will play a critical role in ensuring the accuracy and efficiency of our investment operations and client services. Your primary responsibilities will include performing daily reconciliation, trade, and transfer activities for various investments, as well as processing exchange buy and sell transactions, identifying and addressing breaks, and handling corporate activity events. Your attention to detail, analytical skills, and ability to work independently will be essential in this role, and you will have the opportunity to work with a range of financial products, including stocks, bonds, and mutual funds. Key Responsibilities: Perform daily reconciliation, trade, and transfer activities for various investments, including processing exchange buy and sell transactions in customer profiles. Identify and address breaks recognized between blithequark and external partners or transfer representatives. Handle corporate activity events, settle/reconcile transfer activity, and process/reconcile returns activity. Conduct research on complex/escalated issues, perform testing/validation of new technology improvements, and provide modifications. Complete projects in Investing, Dividends, Transfers, Reconciliation, and Company Actions that directly impact Client/Advisor accounts. Collaborate with Retail and Institutional Company Teams through email, phone, Slack, Outlook, and Salesforce. Communicate with and work with external partners, including fund companies, transfer brokers, opposite organizations, and other outside company partners. Essential Qualifications: High school diploma or equivalent required; associate's or bachelor's degree in a related field preferred. 1-2 years of experience in investment operations, data entry, or a related field; experience with financial systems and technology a plus. Strong analytical and problem-solving skills, with attention to detail and ability to work independently. Excellent communication and interpersonal skills, with ability to collaborate with various teams and partners. Proficiency in Microsoft Office, particularly Excel, and experience with CRM systems, such as Salesforce. Preferred Qualifications: Experience with investment products, including stocks, bonds, and mutual funds. Familiarity with regulatory requirements, such as financial industry regulations and guidelines. Experience with data reconciliation and problem-solving. Certifications, such as financial industry certifications, a plus. Skills and Competencies: Attention to detail and accuracy. Analytical and problem-solving skills. Communication and interpersonal skills. Time management and organization. Adaptability and flexibility. Proficiency in technology, including Microsoft Office and CRM systems. Career Growth Opportunities and Learning Benefits: At blithequark, we are committed to helping our team members grow and develop their skills. This role offers opportunities for professional growth, training, and development, including: Comprehensive training program to ensure success in the role. Ongoing coaching and feedback from experienced professionals. Opportunities for advancement and career growth. Access to cutting-edge technology and systems. Professional development opportunities, including conferences, workshops, and online courses. Work Environment and Company Culture: Our remote work environment allows you to work from the comfort of your own home, with a flexible schedule and access to cutting-edge technology. We are a dynamic and supportive team that values: Inclusivity and respect. Continuous learning and growth. Customer satisfaction and service. Teamwork and collaboration. Flexibility and adaptability. Compensation, Perks, and Benefits: We offer a competitive compensation package, including: Competitive salary. Comprehensive benefits package. Opportunities for bonuses and incentives. Flexible work schedule. Access to cutting-edge technology. Professional development opportunities. Recognition and reward programs. How to Apply: If you are a motivated and detail-oriented individual looking for a challenging and rewarding role, we encourage you to apply! Please submit your application, including your resume and a cover letter, to our website. We look forward to hearing from you and exploring how you can contribute to our team's success. Conclusion: At blithequark, we are passionate about delivering exceptional service to our clients and partners, and we are committed to fostering a culture of inclusivity, respect, and continuous learning. If you are a highly organized and detail-oriented individual looking to launch or grow your career in investment operations, we invite you to join our team as a Remote Data Entry Specialist. With a competitive compensation package, opportunities for professional growth, and a dynamic and supportive work environment, this is an opportunity you won't want to miss. Apply today and take the first step towards a rewarding and challenging career in investment operations! Apply for this job