Asset Movement Associate $28.35 - Veterans Sourcing Group
Columbus, OH 43219
About the Job
Asset Movement Associate - $28.35
Columbus, OH - hybrid 3days a week in office, 2 home**
12 months with possible
The Asset Movement Team (AMT) Associate will act as an extension of local branch management in the review and approval of incoming and outgoing money/asset movement transactions. The AMT Associate's will work with various systems to ensure the appropriate approval of each transaction. AMT Associates will partner with the Regional Manager to resolve issues while processing requests. They will abide by firm and industry rules to prevent fraud, protect client's assets, and follow client instructions.
RESPONSIBILITIES
• Provide world class customer service.
• Work closely with Brokerage branch associates/management to make informed processing decisions.
• Work in a fast-paced environment with high quality standards.
• Communicate with Senior Management and Branch Associates as needed.
• Work in a team setting using critical thinking skills and internal resources to resolve escalations and decision transactions.
• Apply risk approved policies to prevent client fraud.
• Keep current on SEC/Client, Compliance and Firm Policies for transaction-based requests.
• Work on projects and technology pilots when appointed.
• Other duties as assigned.
QUALIFICATIONS
• College preferred or equivalent experience
• Ability to demonstrate success in previous roles
• Basic clerical and administrative skills
• Effective written and verbal communication skills
• Excellent interpersonal and client service skills
• Organizational skills, decision making skills, attention to detail and excellent follow up skills
• Experience using Microsoft suite.
• Ability to learn new systems and troubleshoot technology issues in a timely manner
Columbus, OH - hybrid 3days a week in office, 2 home**
12 months with possible
The Asset Movement Team (AMT) Associate will act as an extension of local branch management in the review and approval of incoming and outgoing money/asset movement transactions. The AMT Associate's will work with various systems to ensure the appropriate approval of each transaction. AMT Associates will partner with the Regional Manager to resolve issues while processing requests. They will abide by firm and industry rules to prevent fraud, protect client's assets, and follow client instructions.
RESPONSIBILITIES
• Provide world class customer service.
• Work closely with Brokerage branch associates/management to make informed processing decisions.
• Work in a fast-paced environment with high quality standards.
• Communicate with Senior Management and Branch Associates as needed.
• Work in a team setting using critical thinking skills and internal resources to resolve escalations and decision transactions.
• Apply risk approved policies to prevent client fraud.
• Keep current on SEC/Client, Compliance and Firm Policies for transaction-based requests.
• Work on projects and technology pilots when appointed.
• Other duties as assigned.
QUALIFICATIONS
• College preferred or equivalent experience
• Ability to demonstrate success in previous roles
• Basic clerical and administrative skills
• Effective written and verbal communication skills
• Excellent interpersonal and client service skills
• Organizational skills, decision making skills, attention to detail and excellent follow up skills
• Experience using Microsoft suite.
• Ability to learn new systems and troubleshoot technology issues in a timely manner
Source : Veterans Sourcing Group
