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Data Entry Operator $30/Hour (Remote)

WORKOO.NET

Role overview

Qualifications

  • Strong attention to detail
  • Ability to handle complex issues
  • Experience in trade processing
  • Knowledge of regulatory responsibilities

Responsibilities

  • Conduct regular reconciliation/trade/transfer activities
  • Process trade deal transactions in client accounts
  • Identify and solve discrepancies with stakeholders
  • Handle corporate activity events and dividend tasks

Key facts

Hard skills

Data Consistency Trade Compliance Quantitative Analysis Dev Testing Client Services

Other skills

  • Problem Solving
  • Communication
  • Detail Oriented
  • Time Management

About the company

WORKOO.NET logo

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

Explanation:

The specialist is accountable for conducting regular reconciliation/trade/transfer activities for Alternate Investments. The vital deliverables consist of however are actually not limited to processing trade deal transactions in client accounts and identifying/ solving breathers determined in between TD Ameritrade and also the fund companies or even transmit brokers. This job likewise possesses responsibility for processing of Company Activity Occasions, settling/reconciling move task, as well as processing/reconciling dividend task. The specialist might additionally be relied on to perform analysis of complex/escalated problems, do testing/validation of brand-new innovation improvements along with merchant changes. The Expert accomplishes projects in Exchanging, Dividends, Transfers, Reconciliation, and also Corporate Activities that straight influence the Client/Advisor account. A specialist's failing to interpret or even process customer deals in an excellent method might trigger account weakening, client frustration, and/or responsibility for TDA. This role engages mainly along with Retail as well as Institutional Solution Teams by means of email, phone, Slack, Expectation, as well as Salesforce. The role directly interacts along with and also exemplifies TD Ameritrade Clearing in our daily partnerships with fund firms, transmission agents, converse agencies, as well as other exterior business companions. Accountabilities Evaluation · Customer review of registration agreements or even transactions asks for · Client/Advisor level exemptions · Governing responsibilities (Instances: 2340 as well as 15C3-3) · Getting Back Together of Trade, Reward, and Transactions Cracks · Getting Back Together throughout BOS and Fund Firms · Testimonial as well as interpretation of appropriate tax coding and also adjustments of tax coding Trouble Dealing with · Internal/External body augmentations or even issues · Origin of ruptures in between TDA, the Fund, etc · Supplying method or technology answer alternatives to Administration · Remediating transfer problems along with the Fund or Contra Firm Client or Company Companion Company · Answering business partner queries regarding Fund particular requirements/eligibility · Giving act on Choice Assets moves to quicken the client request or remediate not in good order issues · Timely and also correct completion of client trading and also returns requests

Equal Opportunity Employer Minorities/Women/Veterans/ Disabled.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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