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Basic Data Entry Specialist (Remote)

Company

Workoo Technologies

Location

houston, harris county, tx

Posted

June 01, 2026

Position Overview

About the job Basic Data Entry Specialist (Remote)

The expert is responsible for executing daily reconciliation/trade/transfer activities for Alternate Investments. The essential deliverables feature but are not limited to refining trade buy and sell purchases in customer profiles and identifying/ resolving rests determined in between TD Ameritrade as well as the fund providers or transfer representatives. This function additionally has responsibility for handling of Business Action Occasions, settling/reconciling transactions task, and processing/reconciling reward activity. The specialist might also be counted on to carry out investigation of complex/escalated issues, carry out testing/validation of new innovation augmentations as well as supplier modifications. The Professional finishes projects in Investing, Dividends, Transfers, Reconciliation, as well as Company Actions that straight influence the Client/Advisor profile. An expert's failure to translate or ev...

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