About the job Data Entry Assistant - Remote / Typing Explanation: The professional is accountable for performing daily reconciliation/trade/transfer tasks for Alternate Investments. The crucial deliverables include yet are actually not restricted to refining trade buy and sell purchases in client profiles as well as recognizing/ fixing breaks identified between TD Ameritrade as well as the fund business or transfer brokers. This role also has obligation for handling of Business Activity Occasions, settling/reconciling move activity, as well as processing/reconciling dividend activity. The professional may likewise be counted on to conduct investigation of complex/escalated issues, execute testing/validation of brand new technology improvements in addition to vendor adjustments. The Expert completes assignments in Exchanging, Dividends, Transfers, Settlement, as well as Business Actions that directly impact the Client/Advisor profile. A professional's breakdown to translate or even refine customer transactions in an excellent method may cause account attrition, client discontentment, and/or liability for TDA. This part connects mainly with Retail as well as Institutional Company Teams via e-mail, phone, Slack, Expectation, as well as Salesforce. The task directly interacts along with and represents TD Ameritrade Cleaning in our day to day connections with fund business, transmission agents, contra companies, and also various other outside organization partners. Responsibilities Analysis • Customer review of membership agreements or transmission asks for • Client/Advisor amount exceptions • Governing commitments (Instances: 2340 as well as 15C3-3) • Getting Back Together of Business, Returns, as well as Move Breaks • Reconciliation all over BOS and Fund Firms • Assessment and analysis of appropriate income tax code and also corrections of income tax coding Issue Resolving • Internal/External body augmentations or even concerns • Source of ruptures in between TDA, the Fund, etc • Giving process or even modern technology answer alternatives to Control • Remediating transfer issues along with the Fund or Contra Company Client or Organization Companion Company • Answering company companion questions relating to Fund certain requirements/eligibility • Providing follow up on Substitute Investment transactions to quicken the customer ask for or even remediate certainly not in good order concerns • Prompt and exact finalization of customer investing and also returns demands Equal Opportunity Employer Minorities/Women/Veterans/ Impaired. The Company will think about for work certified candidates along with arrest as well as conviction files. Easy Recruiter
...for driven, self-motivated sales professionals ready to take control of their income and future. If you have a passion for helping businesses grow and want to work independently with the support of a seasoned industry leader, this is your chance.For over 15 years, TAG...
Join us for a Digital Marketing InternshipAre you interested in helping to transform the way people communicate?At Multimedia Solutions, we depend on collaboration for many of our marketing engagements. Thus, we have a great deal of knowledge and experience to...
Reels Video Editor Xcelerate Marketing agency, we focus on making unique creator brands, and bring these brands to life on social media... ...social media trends and best practices What We Offer: Remote and flexible work options Chance to work on high-visibility...
...We are seeking an experienced Android Developer with expertise in Jetpack Compose, Kotlin, and Java to join our mobile engineering team. This role involves designing and developing native mobile applications and cross-platform solutions that deliver immersive and engaging...
...Job Description Medical Solutions is seeking a LPN / LVN for a travel job in Lincoln, Nebraska. Job Description & Requirements ~ Specialty: LPN / LVN ~ Discipline: LPN / LVN ~ Duration: 13 weeks ~36 hours per week ~ Shift: 12 hours, days ~ Employment...