Remote Data Entry Job Work From Home

The professional is accountable for performing everyday reconciliation/trade/transfer activities for Alternative Investments, refining exchange deal transactions in client accounts, and identifying/addressing discrepancies between TD Ameritrade and the fund business or transfer representatives.

Requirements

• Review of registration agreements or transactions requests
• Client/Advisor level exemptions
• Governing responsibilities (Examples: 2340 and 15C3-3)
• Reconciliation of Field, Dividend, and Move Breaks
• Getting Back Together all over BOS and Fund Business
• Evaluation and interpretation of suitable tax obligation programming and corrections of tax obligation coding
• Complication Handling: Internal/External device improvements or issues, Source of ruptures between TDA, the Fund, etc
• Providing method or technology service choices to Control, Remediating transactions issues with the Fund or Opposite Company, Customer or Business Partner Service
• Answering service companion questions concerning Fund particular requirements/eligibility, Supplying act on Alternative Investment transactions to quicken the client ask for or remediate not in good order concerns, Timely and exact conclusion of customer exchanging and dividend demands

Benefits

• Equal Opportunity Company
• The Firm will consider for work certified candidates with arrest and judgment of conviction reports