Logo for WORKOO.NET

Remote Data Entry Assistant - Work From Home

WORKOO.NET

Role overview

Qualifications

  • Strong attention to detail
  • Ability to handle complex/escalated issues
  • Experience with financial transactions
  • Excellent communication skills

Responsibilities

  • Process exchange deal purchases in client profiles
  • Identify and solve discrepancies between TD Ameritrade and fund firms
  • Process Corporate Action Events and reconcile transfers
  • Conduct research on complex issues and validate technology enhancements

Key facts

Hard skills

Data Entry Reconciliation Client Services

Other skills

  • Problem Solving
  • Communication
  • Detail Oriented

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

Website LinkedIn See all jobs

Your match analysis

See how your profile stacks up against this role.

We compared the job requirements to your profile to show where you're strong and where you fall short.

Job description

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. Tasks Study · 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 Trouble Dealing with · 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.

Apply once. Then go straight to the hiring manager.

After you apply, unlock the direct contact details of the people who actually make the call. A quick follow-up makes you 5x more likely to land an interview.

MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
Unlocked after you apply
·

Data Entry Related jobs

Texas (USA)Data Entry

Other jobs at WORKOO.NET

Premium

Reach out to the hiring manager directly.

Gain access to the contact details of the hiring managers who actually decide, and reach out to network with them directly. That, plus more when you upgrade:

  • Full match report with fit score and gaps
  • Career diagnostics on how recruiters read you
  • Curated company matches and warm intros
  • 48h early access to new roles

Cancel anytime.