Data Entry Assistant – Typing

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🕒 March 31

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Logo of The Realest Recruiter - Recruiting Is No Joke Podcast

The Realest Recruiter - Recruiting Is No Joke Podcast

1 - 10 employees

Founded 2020

🎯 Recruiter

👥 HR Tech

Recruitment • HR Tech • Podcast

The Realest Recruiter is a recruitment service that utilizes AI technology and social media to connect forward-thinking companies with quality candidates. With a significant social media presence of over 800k followers, they focus on delivering quick results while representing client brands in the marketplace. The podcast "Recruiting Is No Joke" further complements their offerings by discussing insights and strategies related to recruitment and hiring.

📋 Description

• Review membership agreements or transfer requests • Manage Client/Advisor number exceptions • Reconcile Business, Dividends, and Transfer Breaks • Review and analyze applicable tax codes and tax coding corrections • Troubleshoot internal/external body augmentations or issues • Provide process or technology solution options to Management • Respond to partner inquiries regarding Fund specific requirements/eligibility • Follow up on Alternative Investment transactions

🎯 Requirements

• Perform daily reconciliation/trade/transfer tasks for Alternate Investments • Refine trade buy and sell transactions in client profiles • Identify and fix breaks between TD Ameritrade and the fund business or transfer brokers • Manage Business Activity Events, settling/reconciling move activity, processing/reconciling dividend activity • Conduct investigation of complex/escalated issues • Execute testing/validation of new technology enhancements and vendor changes • Maintain communication with Retail and Institutional Business Teams via e-mail, phone, Slack, Outlook, and Salesforce

🏖️ Benefits

• Equal Opportunity Employer Minorities/Women/Veterans/Impaired. • The Company will consider for employment qualified applicants with arrest and conviction records.

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