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Transfer of Assets Specialist

2 months ago

Dallas, Texas, United States Altruist Full time

About Altruist

Altruist is a modern custodian built exclusively for independent financial advisors that combines a self-clearing brokerage firm with intuitive software for account opening, trading, reporting, and billing - all in one streamlined solution.

Financial advisors across the U.S. have partnered with Altruist to reduce costs, save time, grow their business, and provide better outcomes for their clients. Our mission is to make financial advice better, more affordable, and accessible to everyone - but we can't do it alone.

We're seeking exceptional talent to help us achieve our mission. If you're passionate about challenging the status quo and making a meaningful impact in the financial advice industry, we'd love to meet you

Our Values

We're guided by three core values that shape our culture and decision-making:

  • Kindness - We listen to understand, and we approach conflict openly, honestly, and respectfully.
  • Brilliance - We take ownership in everything we touch, and we regularly use our unique superpowers to reach a common goal as a team.
  • Grit - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it's hard.

About the Position

We're looking for a Transfer of Assets Specialist to join our team. As a key member of our Transfer of Assets team, you'll play a critical role in ensuring the smooth transfer of assets for our clients.

Responsibilities

  • Review documentation to confirm if it's in good order.
  • Submit electronic and manual transfer requests and follow to completion.
  • Contact contra firms to resolve any blocks on completing client requests.
  • Assist with daily reporting.
  • Identify areas for innovation and process improvements.
  • Build relationships internally and externally to improve the client experience.

Requirements

  • Prior experience with ACATs/Non-ACATs is preferred.
  • 1+ years in financial services.
  • Ability to work independently.
  • An understanding of AML and risk mitigation rules.
  • Strong problem-solving, organizational, and analytical skills.
  • Excellent verbal and written communication skills.
  • Attention to detail and accuracy.

What We Offer

We're committed to providing a competitive compensation package, including a salary range of $59,000-$86,000 USD, and a comprehensive benefits package. We also offer a hybrid work schedule, stunning office spaces, and a range of perks and benefits to support your well-being and career growth.

Why Join Us?

We're a dynamic and growing company that's passionate about making a meaningful impact in the financial advice industry. If you're looking for a challenging and rewarding role that aligns with your values and goals, we'd love to hear from you