Remote Data Entry Assistant - Work From Home

Workoo Technologies; El Paso (TX); Remote; USD 35,000 - 45,000; Full time

Job summary

A leading technology firm is seeking a Remote Data Entry Assistant to work from home in Texas. This role involves processing exchange deal purchases and reconciling account activities. The candidate will communicate primarily with clients and service teams to resolve issues accurately and efficiently. Strong attention to detail and problem-solving skills are essential to avoid client dissatisfaction. This position offers an opportunity to work in a dynamic environment with a focus on delivering quality service.

Qualifications

• Proven experience in a data entry role with a focus on accuracy.
• Ability to perform under pressure and resolve issues effectively.
• Excellent communication skills to interact with clients and team members.

Responsibilities

• Assess membership arrangements or transfer requests.
• Handle regulatory responsibilities related to account management.
• Reconcile tax coding and provide solutions for process improvements.
• Interact with clients and partners to resolve transfer issues.

Skills

Communication skills

Problem-solving

Attention to detail

Tools

Salesforce

Slack

Excel

Job description

Remote Data Entry Assistant - Work From Home

About the job Remote Data Entry Assistant - Work From Home

Description:

The specialist is responsible for carrying out regular reconciliation/trade/transfer activities for Different Investments. The vital deliverables include but are certainly not limited to processing exchange deal purchases in client profiles as well as identifying/solving breathers recognized in between TD Ameritrade and the fund firms or even transfer agents. This duty additionally has task for processing of Corporate Action Events, settling/reconciling move task, as well as processing/reconciling reward task. The expert may additionally be relied upon to carry out study of complex/escalated concerns, perform testing/validation of new technology enlargements along with provider improvements. The Professional accomplishes jobs in Investing, Dividends, Transfers, Getting Back Together, as well as Company Activities that straight impact the Client/Advisor account. A professional's failing to interpret or even process client deals in a best method may cause account attrition, client dissatisfaction, and/or responsibility for TDA. This part connects predominantly with Retail and Institutional Service Teams through e-mail, phone, Slack, Expectation, and Salesforce. The role straight connects with and also represents TD Ameritrade Clearing in our everyday relationships with fund providers, move brokers, converse agencies, and also other external company companions.

Responsibilities

• Assessment of membership arrangements or move demands
• Client/Advisor level exemptions
• Regulatory responsibilities (Instances: 2340 and 15C3-3)
• Getting Back Together of Field, Returns, as well as Transfer Damages
• Getting Back Together around BOS as well as Fund Firms
• Assessment and analysis of correct tax obligation programming and corrections of income tax coding
• Internal/External device enlargements or even concerns
• Source of ruptures between TDA, the Fund, and so on
• Giving process or modern technology answer possibilities to Monitoring
• Remediating transfer issues along with the Fund or Opposite Agency Client or even Organization Companion Service
• Answering organization partner queries concerning Fund certain requirements/eligibility
• Delivering act on Substitute Investment transmissions to quicken the client ask for or remediate not neat issues
• Quick and exact conclusion of customer exchanging and reward asks for

Equal Opportunity Employer Minorities/Women/Veterans/ Disabled.

The Company will consider for job qualified applicants with arrest and conviction documents.