Strategic Staffing Solutions
Job Title: Transfer Settlement Analyst
Duration: 6 Month contract
Location: Salt Lake City, UT(On-Site)
Industry: Financial Industry
Pay Rate: 23/HR (Firm Rate)
Required skills for role:
- 1-2 years operations experience (familiarity with ACATS & settlement operations preferred, not required)
- Strong PC, MS Office and Web skills
- Bachelor s degree.
Job duties:
- 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.
- Perform reconciliation of incoming wires by reviewing the external instructions and notifying the team to input matching instructions.
- Facilitate account transfer delivery through a completing series of steps to notify internal teams, receive proper approvals, and account termination.
- Project work that requires data analysis to identify opportunities to streamline workflows and reduce manual touchpoints
“Beware of scams. S3 never asks for money during its onboarding process.”
Job ID: JOB-237495
Publish Date: 28 Aug 2024