AMT Associate

3 weeks ago

South Jordan, United States Hired by Matrix Full time $28
Job DescriptionJob Description

What You'll Do: 

  • The Asset Movement Team (AMT) Associate will act as an extension of local branch management in the review and approval of incoming and outgoing money/asset movement transactions.
  • Will work with various systems to ensure the appropriate approval of each transaction.
  • Partner with the Regional Manager to resolve issues while processing requests.
  • Will abide by firm and industry rules to prevent fraud, protect client’s assets, and follow client instructions.
  • Responsibilities
    • Provide world class customer service.
    • Work closely with branch associates/management to make informed processing decisions.
    • Work in a fast-paced environment with high quality standards.
    • Communicate with Senior Management and Branch Associates as needed.
    • Work in a team setting using critical thinking skills and internal resources to resolve escalations and decision transactions.
    • Apply risk approved policies to prevent client fraud.
    • Keep current on SEC/FINRA, Compliance and Firm Policies for transaction-based requests.
    • Work on projects and technology pilots when appointed.
    • Other duties as assigned.

What You’ll Bring: 

  • College preferred or equivalent experience.
  • Ability to demonstrate success in previous roles.
  • Basic clerical and administrative skills.
  • Effective written and verbal communication skills.
  • Excellent interpersonal and client service skills.
  • Organizational skills, decision making skills, attention to detail and excellent follow up skills.
  • Experience using Microsoft suite.
  • Ability to learn new systems and troubleshoot technology issues in a timely manner.
Company DescriptionHired by Matrix believes in the human touch and starts every partnership with an in-depth conversation. By talking with our clients about their hiring needs and listening to job seekers describe their career goals, we build an understanding of what they are looking for and work hard to make it happen.Company DescriptionHired by Matrix believes in the human touch and starts every partnership with an in-depth conversation. By talking with our clients about their hiring needs and listening to job seekers describe their career goals, we build an understanding of what they are looking for and work hard to make it happen.

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