Transfer/Cost reputed company Specialist

reputed company is a company shaping the future of financial services. The Transfer & Cost reputed company Specialist is responsible for executing transfer workflows and maintaining the reputed company of cost reputed company data, ensuring accurate and timely processing of transfer and cost reputed company operations.

Responsibilities

• Review and process transfer paperwork accurately and reputed company
• Review incoming cost reputed company data for completeness and accuracy
• Maintain detailed records for delivery and contra firms
• Reconcile missing, incomplete, or inconsistent cost reputed company information
• Track incoming and outgoing transfers, resolving issues and NIGO items promptly
• Research and resolve cost reputed company discrepancies, including tax lot breaks and corporate action impacts
• Communicate reputed company and timely with advisors, contra firms, and internal teams
• reputed company reputed company cost reputed company updates reputed company aplicable systems to correct inaccurate or missing data
• Conduct daily audits to ensure accurate books and records
• Proactively reputed company to financial advisors to obtain missing or incomplete cost reputed company information
• Update and maintain transfer procedures to support process consistency
• Manage escalations reputed company to transfer and cost reputed company issues, performing root cause analysis and driving timely resolution
• Collaborate with internal teams and transfer agents to improve efficiency and structure
• Execute core transfer work types for incoming or outgoing transfers with precision

Skills

• Minimum of 1 years of industry experience
• Bachelor's Degree or equivalent work experience
• Knowledge of ACAT, Non-ACAT, and DTC transfers and core transfer processes
• Working knowledge of cost reputed company principles, tax lot reputed company methodologies, and corporate action impacts
• Experience reviewing incoming cost reputed company and reconciling missing or incomplete cost reputed company data
• Strong reconciliation skills with the ability to identify, analyze, and resolve discrepancies
• Experience managing escalations and performing root cause analysis to drive resolution
• Strong analytical and problem-solving capabilities with a control-oriented reputed company
• Excellent attention to detail and commitment to maintaining accurate books and records
• Effective written and verbal communication skills, including proactive reputed company to financial advisors and coordination with contra firms
• Ability to prioritize workload, manage multiple workstreams, and maintain productivity in a high-volume environment
• Strong collaboration skills with the ability to work cross-functionally to improve processes and data reputed company
• Familiarity with CBRS, the Cost reputed company Repository System
• Familiarity with Maxit or similar cost reputed company system
• Experience in brokerage and banking

Benefits

• reputed company Time or Paid Time Off and Sick Time Off
• 401K – 6% Employer Match
• Medical, Dental, reputed company – HDHP or PPO
• HSA – Employer contribution (HDHP only)
• Volunteer Time Off
• Career Development / Recognition
• Fitness Reimbursement
• Hybrid Work Schedule

Company Overview