Trust Operations: Account Transfer Specialist
Argent Financial Group
Argent Financial Group in Birmingham, AL is seeking a Trust Operations Specialist – Account Transfer Desk to join its Operations Department. You will coordinate end-to-end client asset transfers, working with custodians, counterparties, and internal teams to ensure accurate and timely execution. Responsibilities include reviewing transfer requests, validating documentation (ACATS and non-ACATS), monitoring status, and maintaining audit trails. #J-18808-Ljbffr Argent Financial Group
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Trust Operations: Account Transfer Specialist in Brooklyn, NY vacancy
$60k - $70k
...and diversity. Title: Account S ervices Specialist, Wholesale Location: North... ...between customers, Sales, Operations, Distribution, Finance,... ...customers and gains their trust and respect. Dealing with... ...promotion, compensation, transfer, training, discipline and...OperationsWork at officeShift workTapestry
North Bergen, NJ28 days ago- Trust Operations Specialist - Account Transfer Desk (Birmingham) Department Summary: The Trust Operations Specialist - Transfer Desk is a dynamic, team-based role within Argent’s Operations Department. The Operations Department supports the full range of services provided...OperationsWork at office
- ...Company Name: tastytrade Role: Account Specialist I Location: Chicago, IL – In-Person (3/days week... ...individuals early in their brokerage operations career who want to build a foundation in... ...knowledge of entity account structures, trust documentation, and margin agreements in...OperationsWork experience placement3 days per week
tastytrade
Brooklyn, NY3 days ago $27.4 - $38.7 per hour
...champion the strength of our global teams. And, as trusted advisors, we go above and beyond, working... ...your career journey. Overview The Key Account Specialist will be responsible for a multitude of global operational duties including quoting, tracking & tracing,...OperationsLocal areaWorldwideFlexible hoursNight shiftWeekend workAIT Worldwide Home Delivery
Secaucus, NJ2 days ago$60k - $114k
...domestic and international operations. At Husch Blackwell we believe... ...inclusive team culture of accountability and purpose that makes our... ...The Senior Client Account Specialist ensures that the firm receives... .... Recommends proposed transfers of any accounts to Firm’s collections...OperationsFull timeTemporary workWork experience placementWork at officeRemote workFlexible hoursShift workGrabJobs
Jersey City, NJ20 hours ago- ...Partner with Impact. As a Client Service Specialist, you are a key contributor to the daily operational excellence of the Account Services department. Your primary responsibility... ..., and account closures. Manage Asset Transfers & Distributions: Initiate and process...OperationsWork at office
- ...critical analytical support to the assigned Account Management Team for 51+ sized clients in... ...to navigate problem resolutions. Operates using a multitude of systems and link applications... ...insurer of everything you love, we are trusted by businesses and nonprofit...OperationsWork at office
- ...new items. Establish coordination with operations, customer service, and engineering, new... ...and accurate fashion. Service assigned accounts, supporting A/R, managing T&E, disciplined... ...A compelling communicator who can build trust from the warehouse floor to the C-suite...OperationsLocal area
$16.82 - $21 per hour
...DESCRIPTION The Client Account Coordinator plays an important role in supporting day-to... ...clients, internal support teams, field operations, retail partners, and reporting teams. This... ...– a collective of the industry's most trusted retail, marketing and foodservice agencies...OperationsHourly payFull timeWork at officeWeekend workAcosta Sales & Marketing
Brooklyn, NY13 hours ago- ...solutions to achieve business, technology, and operational goals. Using a strategic partnership... ...focuses on fostering a long-term, trust-based relationship. Position Overview We... ...organized, proactive, and client-focused Account Coordinator to support a Senior Account...OperationsWork at officeRemote workFlexible hours
York Solutions, LLC
Brooklyn, NY2 days ago $20.38 - $25.48 per hour
...Account Coordinator iHeartRadio current employees and contingent workers click here... ...many of the country's most popular and trusted on-air personalities and podcast influencers... ...purpose-built technology to deliver operational excellence and holistic insights across...OperationsHourly payFull timeTemporary workFlexible hoursiHeartMedia
Brooklyn, NY4 days ago- ...participants to solve complex cash, liquidity, account,andpaymentchallenges.As a Vice President, Liquidity & Account Solutions Specialist within Payments, you will serve as a... ...CollaboratewithProduct,Legal,Risk,Compliance,Operations,...Operations
$75k - $125k
...currently have 7 team members at our agency. Account Representative As an Account... ...Agent, you are vital to our daily business operations and customers' success. You help grow... ...eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification...OperationsFor contractorsWork at officeImmediate startJustin Bush - State Farm Agent
West New York, NJ1 day ago- AIT Worldwide Logistics is seeking a Key Account Specialist to manage global operational duties including quoting, tracking, routing, and vendor relations. The role requires expertise in international air operations and QMS compliance to support high-level customer service...OperationsLocal areaWorldwide
$50k - $70k
...Join Our Dynamic Team as an Account Representative! Are you ready to make a meaningful... ...a crucial role in driving our daily operations and ensuring the success of our valued customers... ...interpersonal skills to foster customer trust and loyalty. A proven track record of...OperationsFor contractorsAndrew Bevington - State Farm Agent
Hoboken, NJ12 hours ago- ...private club experience. About The Role The Accounting Coordinator at Banner House at T Bar M... ...to ensure accurate and timely financial operations. This position manages billing for both... ...smooth and efficient processes. As a trusted partner to operations, the Accounting Coordinator...OperationsWork at officeDay shiftAfternoon shift
$24.03 - $31.25 per hour
...for an accommodation or an alternative application process. Account Specialist Full-time Los Angeles, CA, US 16 days ago Requisition ID: 13... ...and regulatory compliance within the scope of new accounts operations. Ensures required forms are completed correctly, timely, and...OperationsHourly payFull timeWork at office- ...in days) to receive an alert: Trust Officer Location: Topeka -... ...Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment... ..., investment agency and IRA accounts. Provides administration of... ...for training, compensation, transfer, promotion and other aspects...OperationsLocal areaWorldwide
BOK Financial
Brooklyn, NY2 days ago - ...significantly lower costssaving our customers an average of 20%. Leveraging proprietary datasets, an advanced operating system, and a carefully curated network of 5,000+ trusted vendors, we help companies of all shapes and sizes streamline their operations while advancing...OperationsWork at officeFlexible hours
- ...love to hear from you. As a trusted Toyota dealership serving the... ...outstanding service while operating with honesty, integrity, and... ...polite, professional manner, transferring them to the appropriate person... ...Completes general accounting duties as assigned Assists...OperationsPart timeLocal areaMonday to Friday
$34.5k
...and Service Banker serves as a trusted advisor to customers with a... ...including calls, transactions, account support, portfolio management... ...deposits, withdrawals, and transfers, while ensuring accuracy and... ...custodianship, audits, and other operational tasks. Ensure compliance...OperationsHourly payFull timeContract workWork experience placementWork at officeShift workAfternoon shiftSantander
Staten Island, NY4 days ago- Description JOB SUMMARY We are seeking a highly motivated Account Documentation Specialist to join our team. The successful candidate will be... ...days. Provides administrative support for the Deposit Operations department and various others as directed. Cross-markets...OperationsTemporary workLocal areaMonday to FridayWeekend work
$70k - $90k
## Funds Transfer AnalystApplylocations: New York: Bostontime... ...within the Client Account Services group, as a... ...transfer, banking operations, or a related field.*... ...for premium service, specialist expertise, technology... ...of how we operate as trusted partners to one another...OperationsWork experience placementWork at officeLocal area$24 - $28 per hour
...bank including home financing, trust and investments as well as a... ...financing products. Our Trust Operations area includes a broad variety... ...disbursements, cash movement, transferal of assets, and reconciliation of all department accounts. Other responsibilities include...OperationsHourly payTemporary work- Kennebec Savings Bank is seeking a Trust/Investment Relationship professional to manage and develop a portfolio of investment and trust... ..., and coordinating with CFP, investment teams, and trust operations to meet client objectives. Qualifications include substantial experience...Operations
$70k - $95k
...alternative application process. Knowledge Transfer Project Analyst - Remote (WFH) Full-Time... ..., asset management, onboarding, and operational readiness activities required to transition... ...required background checks for public trust. Why Join Us? Be part of a mission-...OperationsRemote jobFull timeContract workFor contractorsWork from home$18 - $20 per hour
...across physical retail, e-commerce and trusted partners, we put our community at the heart... ...Vinader company guidelines Store Operations Ensure store is kept clean and tidy... ...maintenance and snagging internal/external transfers maintaining back stock, trays,...OperationsHourly payFull timeMonica Vinader
Elmont, NY3 days ago- Vanta seeks an experienced Manager of Security Operations to lead its Security Operations team and partner with cross‑functional groups to advance trust across the platform. You’ll shape the detection and response strategy, drive incident response as needed, and guide the...Operations
- ...Market Manager Private Wealth Trust Areas of Interest: Trust... ...Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment... ...in personal and shared accountability. We treat each other with... ...for training, compensation, transfer, promotion and other aspects...OperationsWork experience placementLocal area
$15 - $24.25 per hour
...store sales goals, and support daily store operations. This role blends luxuryretail service,... .... ~ Foster a collaborative, trust-based environment; encourage team... ...recruitment, hiring, promotion, compensation, transfer, training, discipline and termination) are...OperationsMinimum wageShift workNight shiftTapestry
Flushing, NY3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Trust Operations: Account Transfer Specialist. Be the first to apply!
Related searches
- payment operations associate Brooklyn, NY
- operations planning specialist Brooklyn, NY
- legal operations specialist Brooklyn, NY
- remote operations specialist Brooklyn, NY
- global operations specialist Brooklyn, NY
- senior operations coordinator Brooklyn, NY
- field operations specialist Brooklyn, NY
- operations associate Brooklyn, NY
- recruiting operations associate Brooklyn, NY
- operations consultant Brooklyn, NY