**Job Summary:**
Join careerzynith, a leading innovator in the financial services industry, as an Experienced Data Entry Specialist. This is a full-time, remote opportunity that offers a unique chance to work from the comfort of your own home while contributing to the success of our organization. As a key member of our team, you will be responsible for processing daily reconciliation, trade, and transfer activities for various investments, ensuring accurate and timely completion of tasks. If you are a detail-oriented individual with excellent analytical skills and a passion for data entry, we encourage you to apply for this exciting opportunity.
**About careerzynith:**
careerzynith is a dynamic and forward-thinking company that is revolutionizing the financial services industry. Our mission is to provide innovative solutions that empower our clients to achieve their financial goals. We are committed to fostering a culture of excellence, diversity, and inclusion, and we are proud to be an equal opportunity employer. Our team is comprised of talented professionals who share a passion for delivering exceptional results and making a positive impact.
**Key Responsibilities:**
As an Experienced Data Entry Specialist at careerzynith, you will be responsible for:
* Processing daily reconciliation, trade, and transfer activities for various investments
* Identifying and addressing breaks recognized between careerzynith and fund companies or transfer agents
* Handling Corporate Activity Events, settling/reconciling transfer activity, and processing/reconciling returns activity
* Conducting research on complex/escalated issues and performing testing/validation of new innovation improvements and vendor changes
* Completing projects in Investing, Dividends, Transfers, Reconciliation, and Corporate Actions that directly impact the Client/Advisor account
* Collaborating with Retail and Institutional Company Teams through email, phone, Slack, Outlook, and Salesforce
* Communicating with and working with careerzynith's internal teams, fund companies, transfer brokers, opposite organizations, and other outside business partners
**Tasks Analysis:**
* Review of membership deals or transactions requests
* Client/Advisor level exceptions
* Regulatory commitments (e.g., 2340 and 15C3-3)
* Settlement of Business, Dividend, and Transfer Breaks
* Reconciliation between BOS and Fund Companies
* Evaluation and analysis of relevant tax code and corrections of tax coding
* Troubleshooting internal/external system enhancements or issues
* Origin of breaks between careerzynith, the Fund, etc.
* Delivering method or innovation solution options to Management
* Remediating transmission problems with the Fund or Contra Agency
* Providing customer or organization partner service
* Answering service partner inquiries relating to Fund specific requirements/eligibility
* Providing action on Choice Investment moves to expedite the customer request or remediate not in good order concerns
* Timely and accurate completion of client investing and returns requests
**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 data entry, reconciliation, or a related field
* Excellent analytical and problem-solving skills
* Strong attention to detail and accuracy
* Ability to work independently and as part of a team
* Excellent communication and interpersonal skills
* Proficiency in Microsoft Office, particularly Excel
* Experience with Salesforce or similar CRM systems a plus
**Preferred Qualifications:**
* 2+ years of experience in data entry, reconciliation, or a related field
* Experience working in the financial services industry
* Knowledge of regulatory commitments (e.g., 2340 and 15C3-3)
* Experience with tax coding and reconciliation
* Familiarity with BOS and Fund Companies systems
* Experience with testing/validation of new innovation improvements and vendor changes
**Skills and Competencies:**
* Strong analytical and problem-solving skills
* Excellent attention to detail and accuracy
* Ability to work independently and as part of a team
* Excellent communication and interpersonal skills
* Proficiency in Microsoft Office, particularly Excel
* Experience with Salesforce or similar CRM systems a plus
* Strong organizational and time management skills
* Ability to prioritize tasks and meet deadlines
* Strong customer service skills
**Career Growth Opportunities and Learning Benefits:**
careerzynith is committed to providing opportunities for career growth and development. As an Experienced Data Entry Specialist, you will have the opportunity to:
* Develop your skills and expertise in data entry, reconciliation, and related fields
* Collaborate with experienced professionals in the financial services industry
* Participate in training and development programs to enhance your knowledge and skills
* Take on new challenges and responsibilities as you grow and develop in your role
* Enjoy a competitive salary and benefits package
**Work Environment and Company Culture:**
careerzynith is a dynamic and forward-thinking company that values diversity, inclusion, and excellence. Our team is comprised of talented professionals who share a passion for delivering exceptional results and making a positive impact. As an Experienced Data Entry Specialist, you will be part of a collaborative and supportive team that is dedicated to achieving our mission.
**Compensation, Perks, and Benefits:**
careerzynith offers a competitive salary and benefits package, including:
* Competitive salary
* Comprehensive health insurance
* 401(k) matching program
* Paid time off and holidays
* Professional development opportunities
* Flexible work arrangements
**How to Apply:**
If you are a motivated and detail-oriented individual with a passion for data entry and reconciliation, we encourage you to apply for this exciting opportunity. Please submit your resume and cover letter to [insert contact information]. We look forward to hearing from you!
**Equal Opportunity Employer:**
careerzynith is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to fostering a culture of inclusion and diversity, and we are proud to be a Level Playing Field Employer for Minorities/Women/Veterans/Impaired. We will consider applications from certified candidates with apprehension and conviction records.