argentBrooklyn, NY
Trust Operations: Account Transfer Specialist
Trust Operations: Account Transfer Specialist
Trust Operations: Account Transfer Specialist
argentBrooklyn, NY
yesterday
Financial Clerks, All OtherBookkeeping, Accounting, and Auditing ClerksFinancial Specialists, All Other
Apply for this 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.
Also on the board Same function, level within a rung
Level
Senior
Location
Brooklyn, NY
Occupation
Financial Clerks, All Other
Industry
Trust, Fiduciary, and Custody Activities
Posted
yesterday