About skillspath
skillspath is a leading provider of innovative financial services solutions, serving a diverse portfolio of retail and institutional clients worldwide. With a commitment to operational excellence, cutting‑edge technology, and a culture that values every team member, skillspath empowers its employees to grow, innovate, and make a tangible impact on the financial industry. Our remote workforce spans the United States and beyond, offering flexible work arrangements that promote work‑life balance while delivering top‑tier service to our clients.
Why This Role Is Perfect for You
Are you looking for a remote, full‑time opportunity that offers comprehensive training and a clear pathway to a rewarding career in finance? This entry‑level Data Entry Clerk position is designed for motivated individuals who are eager to learn, detail‑oriented, and ready to contribute to a high‑performing team. No prior experience is required—skillspath will equip you with the knowledge, tools, and mentorship needed to succeed.
Role Overview
As a Remote Data Entry Clerk at skillspath, you will be the backbone of our trade reconciliation and corporate actions processes. You will handle daily transaction processing, reconcile trade breaks, and support the seamless flow of information between our internal teams, fund administrators, and external partners. Your work directly influences client satisfaction, operational risk mitigation, and the overall efficiency of skillspath’s investment operations.
Key Responsibilities
- Trade and Transfer Processing: Accurately enter trade purchase orders, transfer requests, and corporate activity details into client accounts.
- Reconciliation of Breaks: Identify, investigate, and resolve discrepancies between skillspath records and fund administrators or custodians.
- Corporate Actions Management: Process dividends, stock splits, mergers, and other corporate events, ensuring timely and correct client allocations.
- Regulatory Compliance: Support compliance initiatives such as Form 2340 and Rule 15c3‑3 reporting by maintaining precise records and documentation.
- Testing & Validation: Participate in system enhancement testing, validate new technology releases, and provide feedback to improve workflow efficiency.
- Issue Resolution: Analyze escalated issues, determine root causes, and collaborate with internal and external stakeholders to implement corrective actions.
- Client & Advisor Support: Communicate with retail and institutional service teams via email, phone, Slack, and Salesforce to address inquiries and provide status updates.
- Documentation & Reporting: Generate daily, weekly, and monthly reports on transaction volumes, reconciliation status, and exception handling.
- Continuous Improvement: Suggest process enhancements, automation opportunities, and best practices to senior management.
Essential Qualifications
- High school diploma or equivalent; associate or bachelor’s degree is a plus.
- Strong attention to detail and ability to maintain accuracy under tight deadlines.
- Excellent written and verbal communication skills.
- Basic proficiency with Microsoft Office Suite (Excel, Word, Outlook).
- Comfortable using web‑based platforms such as Salesforce, Slack, and internal ticketing systems.
- Ability to work independently in a fully remote environment while staying aligned with team goals.
- Demonstrated problem‑solving mindset and willingness to ask questions when faced with ambiguous situations.
Preferred Qualifications
- Previous exposure to financial services, brokerage, or investment operations (internships, coursework, or volunteer experience).
- Familiarity with trade lifecycle concepts, corporate actions, and reconciliation processes.
- Experience with data entry or record‑keeping systems, especially in a regulated environment.
- Knowledge of regulatory frameworks such as FINRA, SEC, or similar compliance standards.
- Certification or coursework in finance, accounting, or business administration.
Skills & Competencies for Success
- Analytical Thinking: Ability to dissect complex transaction data and identify inconsistencies.
- Time Management: Prioritize multiple tasks, meet deadlines, and handle high‑volume workloads.
- Collaboration: Work effectively with cross‑functional teams, including client service, compliance, and technology.
- Adaptability: Thrive in a dynamic environment where processes and technology evolve rapidly.
- Customer‑Centric Attitude: Recognize the impact of your work on client experience and act accordingly.
- Technical Curiosity: Eagerness to learn new software tools and contribute to system improvement initiatives.
Career Growth & Learning Opportunities
skillspath invests heavily in the professional development of its employees. As a Data Entry Clerk, you will have access to:
- Structured onboarding and mentorship programs that pair you with seasoned operations professionals.
- Online training modules covering trade processing, regulatory compliance, and advanced Excel techniques.
- Opportunities to obtain industry‑recognized certifications such as the FINRA Series 7 or Certified Financial Services Auditor (CFSA).
- Clear career pathways toward roles such as Trade Analyst, Reconciliation Specialist, Corporate Actions Analyst, or Operations Team Lead.
- Regular performance reviews and personalized development plans to help you achieve your career objectives.
Work Environment & Culture at skillspath
Our remote‑first philosophy means you can work from anywhere within the United States while staying connected to a vibrant, inclusive community. skillspath fosters a culture built on:
- Inclusivity: We celebrate diverse perspectives and are proud to be an Equal Opportunity Employer, welcoming minorities, women, veterans, and individuals with disabilities.
- Collaboration: Virtual “coffee chats,” team huddles, and cross‑department Slack channels keep the spirit of teamwork alive.
- Transparency: Regular town‑hall meetings and open‑door leadership ensure you always know the company’s direction and your role in it.
- Well‑Being: Flexible scheduling, mental‑health resources, and wellness stipends support a healthy work‑life balance.
Compensation, Perks & Benefits
While specific salary ranges are tailored to experience and location, skillspath offers a competitive compensation package that includes:
- Base salary commensurate with entry‑level market rates.
- Performance‑based bonuses tied to accuracy, efficiency, and teamwork.
- Comprehensive health, dental, and vision insurance plans.
- Retirement savings options with company matching contributions.
- Paid time off, holidays, and sick leave.
- Professional development budget for courses, certifications, and conferences.
- Technology stipend to set up a productive home office.
- Employee assistance programs and mental‑health resources.
How to Apply
If you are ready to launch a rewarding career with skillspath, we encourage you to submit your application today. This is a full‑remote role open to candidates across the United States. No prior experience is required—just a passion for learning, a keen eye for detail, and a commitment to delivering exceptional service.
Apply Now – Join skillspath’s Remote Operations Team!
Equal Opportunity Statement
skillspath is an Equal Opportunity Employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status. Background checks may be conducted in accordance with applicable laws.
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