Transfers Specialist I
Core
Bridge daily transfer operations and technical execution by building robotics solutions and optimizing workflows for wealth platforms.
Role type
Specialist I, Transfers (Citizen Developer & Systems Analyst)
Builds
Robotics and automation solutions for wealth transfer operations
Domain
Financial Services / Wealth Management
Deliverable
production ML models | product features | infrastructure
Required skills
Wealth operations knowledge, RPA/citizen developer tools, Dataphile, Salesforce, Google Suite, process analysis, test script execution
Preferred skills
Post-secondary education in business or information systems
Technologies
Dataphile, Salesforce, Google Suite
Responsibilities
Build robotics and automation solutions to streamline workflow efficiency; Collaborate with developers and product owners on system features; Analyze operational procedures to recommend process improvements; Develop test cases and facilitate implementation support; Coach junior team members on technical tools and compliance; Serve as escalation point for complex technical transfer issues
Seniority
Specialist I (Individual Contributor)