Remote Data Correction Assistant – Immediate Hiring

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📋 Description
• expert is answerable for acting daily reconciliation/alternate/transfer obligations for trade Investments.
• Refine trade purchase and promote transactions in client profiles.
• inspect complex/escalated troubles, execute checking out/validation of recent era improvements and dealer adjustments.
• complete assignments in trading, Dividends, Transfers, agreement, and enterprise sports that at once have an effect on the client/marketing consultant profile.
• have interaction with Retail and Institutional business teams via electronic mail, cellphone, Slack, Outlook, and Salesforce.

🎯 requirements
• overview of club agreements or transmission requests
• patron/consultant amount exceptions
• Regulatory commitments (Examples: 2340 and 15C3-3)
• Reconciliation of commercial enterprise, Returns, and transfer Breaks
• Reconciliation across BOS and Fund companies
• evaluation and evaluation of relevant tax code and corrections of tax coding
• internal/external entity augmentations or concerns
• source of breaks between TDA, the Fund, and so on.
• supplying manner or era solution alternatives to control
• Remediating switch problems with the Fund or Contra corporation
• Responding to companion inquiries concerning Fund precise necessities/eligibility
• providing follow up on trade funding transactions to expedite the patron request or remediate non-compliant problems
• timely and correct of entirety of consumer buying and selling and returns requests