Account Transfer Specialist
$55,000–$65,000 year
On-site · Edison, New Jersey, United States
Job Summary
Process incoming and outgoing client transfer requests for a Fintech leader; perform cost basis research; coordinate with Brokerage and Trust departments; accurately enter data into corporate systems; handle asset setup and allocation; maintain Quality Control; collaborate with Account Custodians. Requires a Bachelor’s degree in Finance or related field, 5+ years Fintech experience, and strong Excel skills. Highly organized and detail-oriented with the ability to multitask in a fast-paced environment.
Required Qualifications
- Bachelor’s degree in Finance or related field
- 5+ years working in the Fintech industry
- Proficiency in Microsoft Excel
- Highly organized
- Detail-orientation
- Ability to reassess priorities in a multitasking environment
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