At careerzynith, we're dedicated to providing exceptional services to our clients and partners. As a key member of our team, the Experienced Data Entry Clerk – Alternate Investments will play a vital role in ensuring the smooth execution of our daily operations. If you're a detail-oriented and organized individual with a passion for data entry, we encourage you to apply for this exciting remote opportunity.
**About careerzynith**
careerzynith is a leading provider of innovative financial solutions, committed to delivering exceptional results to our clients and partners. Our team of experts is dedicated to staying ahead of the curve, leveraging cutting-edge technology and industry expertise to drive success. As a remote employee, you'll be part of a dynamic and collaborative environment, working closely with our Retail and Institutional Service Teams to deliver top-notch services.
**Key Responsibilities**
As an Experienced Data Entry Clerk – Alternate Investments, you'll be responsible for:
* Processing trade deal purchases in customer profiles and identifying/addressing breaks recognized between careerzynith 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 impact the Client/Advisor profile
* Engaging with Retail and Institutional Service Teams via email, phone, Slack, Overview, and Salesforce
* Interacting with and embodying careerzynith's values in daily connections with fund companies, transfer agents, opposite agencies, and other external business partners
**Duties and Responsibilities**
* Reviewing subscription deals or transfer requests
* Identifying and addressing Client/Advisor account exceptions
* Meeting regulatory commitments (e.g., 2340 and 15C3-3)
* Reconciling Business, Dividend, and Transactions Breaks
* Reconciling 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 careerzynith, the Fund, etc.
* Providing method or innovation service alternatives to Management
* Remediating transfer issues with the Fund or Opposite Firm
* 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 accurate finalization of client investing and dividend demands
**Essential Qualifications**
* High school diploma or equivalent required; associate's or bachelor's degree preferred
* 0-2 years of experience in data entry or a related field
* Strong attention to detail and organizational skills
* Ability to work independently and as part of a team
* Excellent communication and problem-solving skills
* Proficiency in Microsoft Office and Google Suite
* Familiarity with Salesforce and other CRM systems a plus
**Preferred Qualifications**
* Experience in the financial industry or a related field
* Knowledge of regulatory requirements and compliance
* Familiarity with data analysis and reporting tools
* Certification in data entry or a related field (e.g., Certified Data Entry Specialist)
**Skills and Competencies**
* Strong analytical and problem-solving skills
* Excellent communication and interpersonal skills
* Ability to work in a fast-paced environment and prioritize tasks effectively
* Strong attention to detail and organizational skills
* Proficiency in Microsoft Office and Google Suite
* Familiarity with Salesforce and other CRM systems a plus
**Career Growth Opportunities and Learning Benefits**
At careerzynith, we're committed to helping our employees grow and develop their careers. As a remote employee, you'll have access to:
* Ongoing training and development opportunities
* Mentorship and coaching from experienced professionals
* Opportunities for career advancement and professional growth
* Flexible work arrangements and remote work options
* Competitive compensation and benefits package
**Work Environment and Company Culture**
careerzynith is a dynamic and collaborative work environment, committed to delivering exceptional results to our clients and partners. As a remote employee, you'll be part of a team that values:
* Flexibility and work-life balance
* Open communication and transparency
* Continuous learning and professional growth
* Collaboration and teamwork
* Innovation and creativity
**Compensation, Perks, and Benefits**
careerzynith offers a competitive compensation 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
* Flexible work arrangements and remote work options
* Professional development opportunities and training
**Equal Opportunity Employer**
careerzynith is an equal opportunity employer, committed to diversity and inclusion. We welcome applications from qualified candidates of all backgrounds, including minorities, women, veterans, and individuals with disabilities.
**Application Instructions**
If you're a motivated and detail-oriented individual with a passion for data entry, we encourage you to apply for this exciting remote opportunity. Please submit your application, including your resume and a cover letter, to [insert contact information]. We look forward to hearing from you!