Account Transfer Specialist

Put your eye for detail to the test at a cutting-edge Fintech leader.

Our client – a progressive Fintech leader serving a range of clients from single and multifamily offices to registered investment advisers, and private trust companies – is currently seeking an Account Transfer Specialist.. The Account Transfer Specialist will process incoming and outgoing client requests to bring in new accounts and send out existing accounts.

Responsibilities:

• Conducting cost basis research.
• Communicating with Brokerage and Trust departments regarding incoming and outgoing transfer requests.
• Accurately entering data into corporate system.
• Asset setup and allocation.
• Maintaining consistent Quality Control.
• Working with Account Custodians.

Skills & Knowledge:

• Bachelor’s degree in Finance or related field.
• 5+ years working in the Fintech industry.
• Proficiency in Microsoft Excel.
• Highly organized.
• Detail-orientation.
• Ability to reassess priorities in a multitasking environment.

The above requirements and qualifications are meant to describe the general nature of the position and do not represent all duties to be performed by the selected candidate. Please note that only candidates who are under consideration for the position will be contacted. The Company is an equal opportunity employer. All employment is decided on basis of qualifications, merit, and business needs without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.