Transfer Specialist
AssetMark(1 month ago)
About this role
The Transfer Specialist ensures accurate, efficient, and timely execution of incoming and outgoing securities transfers at AssetMark Trust Company. The role focuses on managing complex transfer issues, resolving items not in good order, collaborating with contra firms and internal teams, and driving process improvements to maintain high operational standards. This position supports client-focused service delivery and offers a clear path for advancement through higher-level specialist roles.
Required Skills
- Transfer Processing
- Records Management
- Issue Resolution
- Communication
- Auditing
- Process Improvement
- Data Analysis
- Team Collaboration
Qualifications
- Bachelor’s Degree
- Equivalent Work Experience
About AssetMark
assetmark.comWe empower financial advisors to create meaningful impact in the lives of their clients.
View more jobs at AssetMark →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at AssetMark
Similar Jobs
Gestionnaire Back Office Titres (H/F)
Rothschild &(3 months ago)
Wire Transfer Specialist
Western Alliance Bank(13 days ago)
Trust Securities Operations Specialist II
Frost(25 days ago)
Literature Fulfillment
Colibri Group(2 months ago)
Associate Transfer Analyst
NATIONAL(19 days ago)
Transfer Center Nurse Specialist
Presbyterian Healthcare Services(1 month ago)