Asset Transfer Specialist
6 days ago
The Client Administration Support (CAS) Department at Phaxis is responsible for the opening, ongoing maintenance, and closing of accounts for the firm's ultra high-net-worth clients.
CAS provides full and dedicated support to the Client Advisor and Wealth Advisor teams across all company offices. The Asset Transfer Group is a value-added service being made available for the CA and WA teams.
Key Responsibilities:- Process incoming and outgoing client account transfer requests
- Obtain necessary transfer documentation from CAs
- Perform a detailed review of expected assets to determine the most appropriate transfer method
- Coordinate with various contra-firms to identify any additional documents/action steps required to complete the transfer
- Liaise with our internal Custody Department
- Prepare any additional documentation to submit transfer requests
- Proactively follow up with the contra-firms to resolve any issues and ensure all assets are received
- Provide frequent updates to the CA/WA teams as to the status of each transfer
- Assist in the retrieval of tax cost information if it is not received from the contra-firm within the regulatory time period
- Bachelor's degree
- Proficiency with Microsoft Excel
- Excellent verbal and written communication skills
- Knowledge of ACATS vs. Non-ACATS, DTC & DRS preferred
- Extremely detail oriented
- Exceptional organization skills
- Analytical skills
- Ability to work well in a small team structure
- Highly motivated self-starter
- Ability to manage multiple priorities and deliverables
- Team player
- Work ethic that demonstrates quality, accuracy, and accountability
- Ability to build and sustain strong relationships with internal associates as well as contacts at contra-firms
- $60-$65 salary
- Bonus
- Generous 401K & Profit Sharing plan
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