Role overview

Qualifications

No experience required
Remote/work-from-home role
Willingness to learn and perform data entry, reconciliation, and corporate actions tasks
Background check considerations; company may consider candidates with prior detention or conviction records

Responsibilities

Process trade deals/purchases in customer profiles and identify/address breaks between TD Ameritrade, fund companies, and transfer agents
Process corporate actions, settle/reconcile transactions, and reconcile returns activity
Analyze complex/escalated issues and validate new technology enhancements and vendor changes
Support client projects in Trading, Dividends, Transfers, Reconciliation, and Corporate Actions, coordinating with Retail and Institutional Service Teams via email, phone, Slack, Overview, and Salesforce to ensure timely finalization of client investments and dividend requests

Key facts

Remote from: Norway, California (USA), United States
Full time
Data Entry Clerk
English

Hard skills

Data Transfer Object Trade Compliance Reconciliation Salesforce Email Software Escalation Management Process Improvement Engineering Validation Tests Slack (Software) Regulatory Compliance Vendor Management Root Cause Analysis Telephony Client Services Dividend Calculations Business Operating System Transaction Processing (Computing) On-Time Performance

Other skills

Communication
Teamwork
Customer Service
Detail Oriented
Problem Solving

About the company

WORKOO.NET

Staffing & Recruiting

WORKOO.NET: HR OTHERWISE ... Workoo is a human resources exhibition platform, a saas designed for the easy enhancement of skills of all kinds. Only the essenciel is displayed, it is not a social network. People pay $1 a year to be professionally exposed worldwide. THE PROBLEM THAT GENERATES THE IDEA: AN INCOMPLETE PROCESS... Information is the only weapon of economic wars of this time, and more importantly the enhancement of information. Workoo is now the leader of a sector Bitterly behind the technological advance of the world, which of course is expensive for humanity. Very often hired under an instant need, the staff is recruited on the basis of somes few elements, while it is still sorely lacking informations about their real abilities. Too late often when we get there, we do with and we adapt. But it's not at the post to adapt to the incompetences of the person, it's up to the person to be adaptable to the job. Thus, the profiles genuinely correspondents are referred to sectors that are inappropriate to their skills and abilities by, and the vicious circle begins again. AN EFFICIENT SOLUTION: HR OTHERWISE ... For humanity we have totally redesigned the model of direct recruitment, since the best way to predict future is to create it. We started on the basis of real information necessary for the development of a skill, what does it matter at what level it is? We have a set, which effectively responds to all fields of view that leads to a recruitment of profiles corresponding for the success of all.

Company details

Company typeSME

IndustryStaffing & Recruiting

Company size51 - 200

Links

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Job description

Description:

The specialist is accountable for doing everyday reconciliation/trade/transfer tasks for Alternate Investments. The essential deliverables consist of however are certainly not limited to processing trade deal purchases in customer profiles and also determining/ addressing breaks recognized in between TD Ameritrade as well as the fund companies or even transfer agents. This job additionally has duty for processing of Corporate Activity Activities, settling/reconciling transactions task, as well as processing/reconciling returns activity. The expert might likewise be relied on to execute analysis of complex/escalated issues, do testing/validation of brand-new innovation enhancements in addition to provider modifications. The Professional finishes projects in Trading, Dividends, Transfers, Reconciliation, and Corporate Actions that directly influence the Client/Advisor profile. A professional's failing to translate or even process customer transactions in a best fashion may result in account attrition, client discontentment, and/or liability for TDA. This task engages mostly with Retail as well as Institutional Service Teams using email, phone, Slack, Overview, and Salesforce. The task straight socializes along with and also embodies TD Ameritrade Cleaning in our daily connections with fund business, move agents, opposite agencies, and other external company partners. Duties Analysis · Testimonial of subscription deals or transfer asks for · Client/Advisor amount exceptions · Regulative commitments (Instances: 2340 and 15C3-3) · Reconciliation of Business, Dividend, as well as Transactions Breaks · Getting Back Together across BOS and Fund Companies · Review and also analysis of correct tax obligation html coding and also corrections of income tax coding Trouble Addressing · Internal/External device improvements or even concerns · Root cause of ruptures in between TDA, the Fund, etc · Providing method or innovation service alternatives to Management · Remediating transfer issues with the Fund or Opposite Firm Client or Company Companion Service · Answering business partner inquiries concerning Fund details requirements/eligibility · Providing follow up on Substitute Expenditure moves to expedite the customer demand or even remediate not neat issues · Prompt and also correct finalization of client investing and dividend demands

Equal Opportunity Employer Minorities/Women/Veterans/ Disabled.

The Business is going to take into consideration for job trained candidates along with detention as well as conviction documents.