Remote Data Entry Assistant - Work From Home

Remote Data Entry Assistant - Work From Home About the job Remote Data Entry Assistant - Work From Home

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.

• 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
• 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.