Trust Operations Specialist - Account Transfer Desk
Employment type
Full-time
Work setting
On-site
Location
Birmingham, AL
Schedule
Day shift
Posted
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Job overview
The Trust Operations Specialist - Account Transfer Desk is an onsite role based in Birmingham, AL, with compensation not specified. This position supports the Operations Department by managing the end-to-end process of moving client assets between financial institutions. The role exists to coordinate the transition of assets, cash, and account information while ensuring accuracy and compliance. It contributes to the firm's goals by providing exceptional service to clients and maintaining robust audit trails for all transfer activities.
What we're looking for
- Skills & competencies
- full-timeday shiftbirmingham altrust operationsfinancial servicesaccount transferoperationsfiduciarywealth managementcompliance
- Work arrangement
- Weekend coverage required
Benefits & perks
- Not Specified
About the employer
Argent Financial Group is hiring for this role. Industry: Trust, Fiduciary, and Custody Activities. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Trust, Fiduciary, and Custody Activities
- Occupation code
- 43-3031.00
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Listing ID: 76b08c59-6686-49fb-97ec-b3e342b71e8f