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Open nowFirst seen 33 hours ago

Remote Data Entry Assistant - Work From Home

Workoo Technologies416 open roles

Where
El Paso, Texas, United States, Remote
Work mode
Remote
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Your applicationOpen nowRemote Data Entry Assistant - Work From HomeWorkoo Technologies · El Paso, Texas, United States, Remote

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Workoo Technologies's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

11.5% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.0%1 day
  2. 4.3%3 days
  3. 11.5%7 days
  4. 18.1%14 days
  5. 35.6%30 days
  6. 44.6%60 days
This job: first seen 33 hours ago

The posting

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.

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One press. We do the rest.

  1. A CV for this posting

    Written against Workoo Technologies's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Workoo Technologies's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Workoo Technologies's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

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  6. The interview in your calendar

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    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
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3×

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