Transfers of Assets Analyst
Core
Reviewing and processing client asset transfers onto the Altruist platform, resolving exceptions, and partnering with internal teams and external firms to ensure accurate and efficient fund movements.
Role type
Operations Analyst (Asset Transfers)
Builds
Client account funding and readiness for trading
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
AML and risk mitigation rules knowledge, transfer request processing, exception resolution, external firm coordination, daily reporting, process improvement
Preferred skills
ACATs/Non-ACATs experience, Series 7 License
Technologies
ACATs, Non-ACATs
Responsibilities
Review documentation for transfer requests, submit electronic and manual transfer requests, contact contra firms to resolve blocks, assist with daily reporting, identify areas for process improvement, research and resolve transfer exceptions
Seniority
Junior to Mid-level, hands-on IC