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About skillspath
skillspath is a leading provider of innovative financial services solutions, empowering investors, advisors, and institutions to navigate complex markets with confidence. With a commitment to technology‑driven excellence and a culture that values integrity, collaboration, and continuous learning, skillspath has built a reputation for delivering precise, reliable, and client‑focused outcomes. Our remote workforce spans the United States, allowing talented professionals to contribute from the comfort of their own homes while staying connected to a vibrant, supportive community.
Why This Role Matters
As an Entry‑Level Remote Data Entry & Trade Reconciliation Analyst, you will be at the heart of skillspath’s investment operations. Your work ensures that every trade, transfer, and corporate action is accurately recorded, reconciled, and communicated to clients and advisors. By maintaining the highest standards of data integrity, you help protect client relationships, prevent financial discrepancies, and uphold the regulatory compliance that is essential to our industry’s trust.
Key Responsibilities
- Process daily buy and sell transactions across client accounts with meticulous attention to detail.
- Identify, investigate, and resolve breaks between skillspath and fund administrators, custodians, or counterparties.
- Handle corporate activity events, including mergers, spin‑offs, and dividend distributions, ensuring timely and accurate posting.
- Reconcile settlement and transfer activity, confirming that all movements align with internal records and external confirmations.
- Perform thorough research on escalated or complex issues, providing clear documentation and actionable solutions.
- Participate in testing and validation of new technology enhancements and service updates, offering feedback to improve system functionality.
- Collaborate with Retail and Institutional Business Teams via email, phone, Slack, Outlook, and Salesforce to address client inquiries and operational concerns.
- Support internal and external audit requirements, including compliance with regulations such as SEC Rule 2340 and FINRA Rule 15c3‑3.
- Deliver prompt, accurate responses to client and advisor service requests related to fund eligibility, transaction status, and account adjustments.
- Maintain comprehensive records of all activities, ensuring traceability and audit readiness.
Essential Qualifications
- High school diploma or equivalent; associate degree in finance, business, or a related field is preferred.
- Strong analytical mindset with the ability to spot discrepancies and resolve them efficiently.
- Excellent written and verbal communication skills; comfortable interacting with internal teams and external partners.
- Proficiency with Microsoft Office Suite, especially Excel, and familiarity with data entry platforms.
- Basic understanding of financial markets, trade lifecycle, and investment terminology.
- Demonstrated reliability and a commitment to meeting tight deadlines in a remote environment.
- Ability to maintain confidentiality and handle sensitive client information with discretion.
Preferred Qualifications
- Experience in a financial services or brokerage environment, even in an internship or part‑time capacity.
- Exposure to custodial platforms, fund administration systems, or trade reconciliation tools.
- Knowledge of regulatory frameworks such as SEC, FINRA, and Dodd‑Frank.
- Familiarity with CRM systems like Salesforce and collaboration tools such as Slack.
- Prior experience working remotely, demonstrating self‑discipline and effective time management.
Skills & Competencies for Success
- Attention to Detail: Ability to process large volumes of data accurately without sacrificing speed.
- Problem‑Solving: Proactive approach to identifying root causes of breaks and implementing corrective actions.
- Team Collaboration: Strong interpersonal skills to work cross‑functionally with business, technology, and compliance teams.
- Technical Aptitude: Quick learner of new software, willing to test and adopt system enhancements.
- Regulatory Awareness: Understanding of compliance obligations and the importance of accurate reporting.
- Customer‑Centric Mindset: Commitment to delivering exceptional service to both internal and external clients.
Career Development & Learning Opportunities
skillspath invests heavily in the growth of its employees. As a new analyst, you will have access to:
- Structured onboarding that includes mentorship from senior operations specialists.
- Ongoing training modules covering trade processing, reconciliation best practices, and regulatory compliance.
- Opportunities to earn industry certifications such as the FINRA Series 7 or the Certified Financial Services Auditor (CFSA) with company sponsorship.
- Regular career‑path workshops that outline clear progression routes from entry‑level analyst to senior operations manager, product specialist, or compliance lead.
- Cross‑functional project involvement, allowing you to broaden your skill set beyond data entry into technology implementation and process improvement.
Culture & Work Environment at skillspath
Our remote‑first philosophy is built on trust, flexibility, and a shared purpose. At skillspath you will experience:
- A collaborative virtual community where ideas are welcomed and diverse perspectives are celebrated.
- Weekly “virtual coffee chats” and quarterly in‑person meet‑ups (when feasible) to foster personal connections.
- Transparent communication from leadership, including regular town‑hall meetings and open‑door policy via digital channels.
- Commitment to diversity, equity, and inclusion—skillspath actively recruits and supports minorities, women, veterans, and individuals with disabilities.
- Work‑life balance initiatives such as flexible scheduling, paid time off, and mental‑health resources.
Compensation, Perks & Benefits
While specific salary ranges will be discussed during the interview process, successful candidates can expect a competitive compensation package that includes:
- Base salary aligned with industry standards for entry‑level financial operations roles.
- Performance‑based bonuses tied to accuracy, efficiency, and client satisfaction metrics.
- Comprehensive health, dental, and vision insurance plans.
- Retirement savings options with company matching contributions.
- Generous paid time off, holidays, and sick leave.
- Technology stipend to equip your home office with a reliable computer, monitor, and ergonomic accessories.
- Access to continuous learning platforms (e.g., LinkedIn Learning, Coursera) and professional development funds.
- Employee assistance programs, wellness initiatives, and virtual fitness classes.
How to Apply
If you are eager to launch a career in financial operations, thrive in a remote setting, and are passionate about delivering flawless data integrity, skillspath wants to hear from you. Submit your resume and a brief cover letter outlining why you are the ideal fit for this role.
Join skillspath today and become part of a forward‑thinking team that values precision, integrity, and growth.
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