Aston Carter Hiring for Data Entry Operator at Southlake, Texas Full Time

Description:

This position entails processing in a work queue. Problem solving – thinking outside of the box. Decision making. This not your standard customer representative position. Tax and Retirement Operations serves as a differentiator in the brokerage industry by providing superior client service and accurate processing of information. This role requires high attention to detail, organizational skills and the ability to interpret and apply industry regulations and best practices to their various products. Associates will be responsible for the production of tax forms, proper withholding and remittance of funds to the state and federal government, timely escheatment of assets and compliance with FATCA, 990-T filings, Common Reporting Standards (CRS) and IRS regulations as they relate to the tracking and reporting of cost basis and retirement contributions/distributions. Responsibilities: * Analyze client requests and apply applicable regulation and/or law to that request. May include but not limited to IRS, State and Federal Regulations, FINRA/SEC, and OCC * Analyze client transaction and account data to ensure risk mitigation for the client and TD Ameritrade. * Identify any red flags and/or high risk activity and report to the appropriate business partner * Review and interpret daily reporting for account and client reconciliation and proper resolution * Research, analyze & implement new/updated regulations put forth by the IRS, various state revenue agencies and international governing bodies as they relate to tax reporting & withholding * Review and interpret daily reporting regarding the transfer of cost basis in and out of TDA in order to capture system irregularities or defects that limit our ability to remain in compliance with IRS regulations * Consistently research & review department procedures to ensure updates are made in accordance with updated/new IRS regulations or system enhancements * Ensure prompt and accurate processing and recording of client transactional requests. * Ability to learn, retain and apply processes and procedures as well as system technologies in an efficient and effective manner * Ability to make efficient and risk based decisions on transactional requests * Utilize various vendor and reconciliation systems throughout the year to correct and review client transaction and cost basis data to ensure accurate tax form production at year end * Analyzing variances in processing to ensure consistent handling of exceptions * Ability to work with internal and external business partners in order to ensure proper tax withholding and remittance of funds to the state/ federal government, accurate cost basis reporting and timely escheatment of assets * Work across various internal and third party systems to research, review and resolve various client inquiries related to the tracking and reporting of cost basis * Communicate with clients, business partners and advisers on a daily basis regarding ongoing inquiries related to tax reporting and retirement account issues * Leverage Lean Principles to identify inefficiencies in existing processes * Actively participate in Problem Solving sessions to ensure proper resolution * Work with business partners to ensure upstream and downstream impacts * Ability to collaborate and build relationships with our business partners and peers * Liaise with business partners for resolution of client escalations and research cases regarding GainsKeeper and other cost basis inquiries * Ability to effectively communicate through various channels (Email, Phone, Instant Message, Presenting/Meetings) * Willingness to work with external firms or business partners in an effort to apply best practices

Skills: 

data processing, data entry, excel data entry

Top Skills Details:

data processing,data entry,excel data entry

Additional Skills & Qualifications:

Qualifications MUST HAVE Excellent verbal and written communication skills. High attention to detail Experience with sensitive clients, these clients are high risk, needing utmost attention Discretion – cannot disclose client information or activity outside of the workplace Competency in technology Doesn’t need to be most skilled in excel, but needs to be able to navigate effectively Self-starters and ability to work with minimal supervision Preferred Financial experience as they will be knowledgeable on systems, verbiage, processes Customer Service Experience 4yr degree

Experience Level:

Entry Level

About Aston Carter:

At Aston Carter, we’re dedicated to expanding career opportunities for the skilled professionals who power our business. Our success is driven by the talented, motivated people who join our team across a range of positions – from recruiting, sales and delivery to corporate roles. As part of our team, employees have the opportunity for long-term career success, where hard work is rewarded and the potential for growth is limitless.

Established in 1997, Aston Carter is a leading staffing and consulting firm, providing high-caliber talent and premium services to more than 7,000 companies across North America. Spanning four continents and more than 200 offices, we extend our clients’ capabilities by seeking solvers and delivering solutions to address today’s workforce challenges. For organizations looking for innovative solutions shaped by critical-thinking professionals, visit AstonCarter.com. Aston Carter is a company within Allegis Group, a global leader in talent solutions.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please call 888-237-6835 or email [email protected] (%[email protected]) for other accommodation options. However, if you have questions about this position, please contact the Recruiter located at the bottom of the job posting. The Recruiter is the sole point of contact for questions about this position.