Finance Account Transfer Specialist

2 weeks ago

Kalamazoo, United States TPG Staffing Full time
Job DescriptionJob Description

TPG Staffing LLC is a leading national staffing agency providing businesses and job applicants with quality opportunities in a wide range of industries. We believe in getting the right person for the right job and the right job for the person. We work closely with our clients to build relationships based on understanding the key drivers of their businesses and the talent required to meet their business goals while providing job seekers with rewarding experiences to enrich their careers.

Our client in Kalamazoo, MI is seeking a Finance Professional to join their team as an Account Transfer Specialist. The Account Transfer Specialist will process incoming and outgoing client requests to bring in new accounts and send out existing accounts. This position requires a high level of organization and detail orientation, as well as the ability to reassess priorities in a multitasking environment.

Position Responsibilities May Include:

  • Conducting cost basis research
  • Communicating with Brokerage and Trust departments regarding incoming and outgoing transfer requests
  • Accurately entering data into corporate system
  • Asset setup and allocation
  • Maintaining consistent Quality Control
  • Working with Account Custodians

Education:

  • A BA/BS is required; degree in Finance is strongly preferred.

Experience:

  • One to two years of work or internship experience at a financial services company.

Skills:

  • Strong oral and written communication ability.
  • Ability to work independently and as part of a team.
  • Ability to multi-task and prioritize.
  • Must be organized and detail oriented.
  • Highly proficient in Microsoft Office with an emphasis on Excel.
  • Working knowledge of Access or Bloomberg a plus.

The above requirements and qualifications are meant to describe the general nature of the position and do not represent all duties to be performed by the selected candidate. Please note that only candidates who are under consideration for the position will be contacted. The Company is an equal opportunity employer. All employment is decided on basis of qualifications, merit and business needs without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. EOE

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