Trust Operations: Account Transfer Specialist
argentBrooklyn, NY
Trust Operations: Account Transfer Specialist
argentBrooklyn, NY
yesterday
Occupations
Financial Clerks, All OtherBookkeeping, Accounting, and Auditing ClerksFinancial Specialists, All OtherIndustries
Trust, Fiduciary, and Custody ActivitiesTrusts, Estates, and Agency AccountsCommercial BankingAbout the role
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.
Matching similar jobs
JOB OVERVIEW
Experience level
Senior
Location
Brooklyn, NY
Occupation
Financial Clerks, All Other
Industry
Trust, Fiduciary, and Custody Activities
Posted
yesterday
Tired of running searches?
Rank the roles you'd take once, and matches like these arrive on their own.
CREATE PROFILE