Transfer of Assets Administrator
1 month ago
Transfer of Assets Administrator
3-6 Month Contract with Permanent Potential
Office Location: Waltham, MA
Schedule: 5 days/week onsite
Hours: 8:30-5:30
Industry: Financial Services
Must have:
*Bachelor's Degree
*Experience using MS Office Suite
*Internship experience within Financial Services
Transfer of Assets Administrator
In this role you will be responsible for a variety of important administrative tasks to help keep our team running smoothly and effectively.
Key Responsibilities
- Reviewing incoming transfer requests for advisor offices joining the team and processing in a timely manner
- Reviewing incoming transfer correspondence from our back office, National Financial Services and verifying relevant information related to the request
- Placing calls to contra firms to inquire about firm requirements and transfer status
- Potential for other duties as needed
Core strengths
- Able to process high volume of repetitive tasks with accuracy
- Self-motivated
- Strong verbal and written communication skills
- Able to handle several tasks at once and switch gears when needed
- Attention to detail
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