Entry Level Data Entry Specialist - Remote Opportunity with Workwarp

Unlock Your Potential as a Remote Data Entry Specialist with Workwarp

Are you a detail-oriented and organized individual looking for a flexible and rewarding career opportunity? Do you have a passion for data entry and a desire to work with a dynamic team? Look no further than Workwarp, a leading company in the financial industry, as we seek an Entry Level Data Entry Specialist to join our remote team!

At Workwarp, we're committed to fostering a culture of innovation, collaboration, and inclusivity. As a remote data entry specialist, you'll be an integral part of our team, working on critical projects that drive business success. Our company values diversity, equity, and inclusion, and we're proud to be an equal opportunity employer, welcoming applicants from all backgrounds, including minorities, women, veterans, and individuals with disabilities.

Job Overview

The Entry Level Data Entry Specialist will be responsible for performing daily reconciliation, trade, and transfer activities for various investments. This role requires a strong attention to detail, excellent analytical skills, and the ability to work independently in a remote environment. The successful candidate will be responsible for processing exchange buy and sell transactions, identifying and addressing breaks between TD Ameritrade and fund companies or transfer agents, and handling corporate activity events.

Key Responsibilities

• Perform daily reconciliation, trade, and transfer activities for various investments, ensuring accuracy and timeliness.
• Process exchange buy and sell transactions in customer profiles, and identify and address breaks between TD Ameritrade and fund companies or transfer agents.
• Handle corporate activity events, including settling and reconciling transfer activity, and processing and reconciling returns activity.
• Research complex and escalated issues, and perform testing and validation of new technology enhancements and service changes.
• Complete projects in Investing, Dividends, Transfers, Reconciliation, and Corporate Actions that directly impact the Client/Advisor account.
• Communicate effectively with Retail and Institutional Business Teams through email, phone, Slack, Outlook, and Salesforce.
• Collaborate with TD Ameritrade Clearing and external business partners, including fund companies, transfer brokers, and contra parties.

Essential Qualifications

To be successful in this role, you'll need:

• A high school diploma or equivalent required; associate's or bachelor's degree preferred.
• Basic knowledge of financial markets, investments, and data entry principles.
• Excellent analytical and problem-solving skills, with the ability to identify and resolve complex issues.
• Strong attention to detail, with a high level of accuracy and quality in work products.
• Effective communication and interpersonal skills, with the ability to work collaboratively with internal and external stakeholders.
• Proficiency in Microsoft Office, particularly Excel, and experience with data entry software and systems.
• Ability to work independently in a remote environment, with a strong self-motivation and discipline.

Preferred Qualifications

To stand out as a candidate, you'll ideally have:

• Previous experience in data entry, financial services, or a related field.
• Knowledge of TD Ameritrade systems and processes, or experience working with similar financial services platforms.
• Familiarity with regulatory requirements, such as 2340 and 15C3-3.
• Experience with data analysis and reporting tools, such as Excel, SQL, or Tableau.
• Certifications, such as a Certified Data Entry Specialist (CDES) or a Certified Financial Services Professional (CFSP).

What We Offer

At Workwarp, we're committed to providing a comprehensive benefits package and a supportive work environment that fosters growth and development. As a remote data entry specialist, you'll enjoy:

• A competitive salary and benefits package.
• Opportunities for career growth and professional development.
• A flexible and remote work environment, with the ability to work from anywhere.
• A collaborative and inclusive company culture, with a diverse and talented team.
• Access to cutting-edge technology and tools, with ongoing training and support.

Company Culture

At Workwarp, we're passionate about creating a culture that is inclusive, innovative, and supportive. We believe in fostering a work environment that encourages collaboration, creativity, and continuous learning. Our company values diversity, equity, and inclusion, and we're committed to providing opportunities for growth and development to all employees.

Why Join Us?

If you're a motivated and detail-oriented individual looking for a challenging and rewarding career opportunity, we encourage you to apply for this exciting role. As a remote data entry specialist with Workwarp, you'll have the opportunity to work on critical projects, develop your skills, and grow your career in a dynamic and supportive environment.

We're excited to review your application and discuss this opportunity further. If you have any questions or would like to learn more about our company culture, please don't hesitate to reach out.

Ready to Apply?

If you're ready to take the next step in your career and join our team, please submit your application through our online portal. We can't wait to hear from you!

Workwarp is an equal opportunity employer, committed to diversity, equity, and inclusion. We welcome applicants from all backgrounds, including minorities, women, veterans, and individuals with disabilities.

Apply Now