Data Entry Clerk Work From Home

Recruit MonitorLos Angeles, California

Apply with Sonara

Automate your job search with Sonara.

Submit 10x as many applications with less effort than one manual application.¹

Reclaim your time by letting our AI handle the grunt work of job searching.

We continuously scan millions of openings to find your top matches.

Overview

Schedule

Full-time

Career level

Senior-level

Remote

On-site

Job Description

Summary:

The professional is responsible for executing regular reconciliation/trade/transfer tasks for Different Investments. The crucial deliverables feature however are not confined to processing trade buy and sell purchases in customer accounts and recognizing/ settling rests pinpointed in between TD Ameritrade as well as the fund providers or move brokers. This duty also has responsibility for processing of Company Action Activities, settling/reconciling transmission activity, and also processing/reconciling reward activity. The professional might also be counted on to execute analysis of complex/escalated problems, execute testing/validation of new technology enlargements as well as merchant modifications. The Expert accomplishes jobs in Investing, Dividends, Transfers, Getting Back Together, and also Company Activities that directly impact the Client/Advisor account. A specialist's failure to decipher or even refine client transactions in an excellent way may lead to account weakening, client frustration, and/or obligation for TDA. This function socializes mostly with Retail and also Institutional Company Teams using e-mail, phone, Slack, Overview, and Salesforce. The job straight socializes along with and also represents TD Ameritrade Clearing in our day to day partnerships with fund providers, move representatives, opposite companies, and other outside company partners. Obligations Evaluation · Assessment of membership agreements or even transfer requests · Client/Advisor amount exceptions · Governing obligations (Instances: 2340 as well as 15C3-3) · Settlement of Trade, Reward, and Transactions Breaks · Settlement around BOS as well as Fund Firms · Testimonial and also analysis of correct tax html coding as well as adjustments of tax coding Problem Fixing · Internal/External unit enhancements or concerns · Root cause of ruptures between TDA, the Fund, and so on · Delivering procedure or even modern technology solution alternatives to Monitoring · Remediating transmission concerns with the Fund or Opposite Agency Client or even Business Companion Solution · Answering service companion queries relating to Fund particular requirements/eligibility · Delivering act on Choice Expenditure transmissions to expedite the client ask for or even remediate certainly not neat issues · Timely and precise completion of customer exchanging as well as reward demands

Equal Opportunity Company Minorities/Women/Veterans/ Disabled.

The Company will definitely consider for job trained candidates with arrest and sentence documents.

Automate your job search with Sonara.

Submit 10x as many applications with less effort than one manual application.

Apply with Sonara Apply manually

FAQs About Data Entry Clerk Work From Home Jobs at Recruit Monitor

What is the work location for this position at Recruit Monitor?

This job at Recruit Monitor is located in Los Angeles, California, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at Recruit Monitor?

Employer has not shared pay details for this role.

What employment applies to this position at Recruit Monitor?

Recruit Monitor lists this role as a Full-time position.

What experience level is required for this role at Recruit Monitor?

Recruit Monitor is looking for a candidate with "Senior-level" experience level.

What is the process to apply for this position at Recruit Monitor?

You can apply for this role at Recruit Monitor either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.