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Reconciliation & Data Entry Specialist; Alt Investments

Job in McKinney, Collin County, Texas, 75069, USA
Listing for: Recruit Monitor
Full Time position
Listed on 2026-01-11
Job specializations:
  • Finance & Banking
    Financial Analyst
Job Description & How to Apply Below
Position: Reconciliation & Data Entry Specialist (Alt Investments)
A financial services company located in Texas is seeking a professional for day-to-day reconciliation of alternative investments. This role involves refining client account trades and addressing transaction discrepancies between TD Ameritrade and fund companies. The expert will also manage Business Action Events, handle client inquiries, and resolve complex issues, ensuring successful interactions with internal and external partners. Strong problem-solving skills and attention to detail are essential in this position.
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