Transfer Settlement Analyst

Transfer Settlement Analyst

Salt Lake City, UT

Duration: 6 Months

Pay $23.00

• Analyst will initiate transfer requests from client signed ACAT instruction to bring assets into the firm. This will require attention to detail with the understanding of industry and system requirements. (30% time spent daily)
• Perform reconciliation of incoming wires by reviewing the external instructions and notifying PWM Sales team to input matching instructions. (40% time spent daily)
• Facilitate account transfer delivery through a completing series of steps to notify internal teams, receive proper approvals, and account termination. (20% time spent daily)
• Project work that requires data analysis to identify opportunities to streamline workflows and reduce manual touchpoints (10% time spent daily)
• Position
  
  Description:
• Position-level reconciliation of all account requested form counter parties/clients
• Oversight of residual positions following ACAT transfers
• Pre-population of ACAT transfer forms
• Foreign and domestic settlements
• Find innovative ways to create efficiencies and increase controls
• Provide superior client service while mitigating risk

• 1-2 years operations experience (familiarity with ACATS & settlement operations preferred, not required)
• Strong PC, MS Office and Web skills
• Bachelor’s degree preferred
• Strong analytical skills
• Attention to detail
• Strong communications and interpersonal skills
• Strong team player skills
• Ability to work on multiple tasks, prioritize and thrive in a fast-paced deadline driven environment
• Self starter with strong sense of urgency and ability to make critical decisions under pressure
• Ability to solve problems in a timely and appropriate manner