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Asset Transfer Specialist

Job Title:

Asset Transfer Specialist


Nashville, TN


Banking & Brokerage


6 Months+

Job Description:

Provide daily Asset Transfer support for all WMI new clients (domestic & international clients). Transactions types include both asset transfers, disbursements, purchases, Private Equities, Precious metals, etc.

Job Position Detail: The job will include but may not be limited to:
Daily processing of asset transfers (Incoming, outgoing for both domestic and international products) at both the custodians and our internal records. Assets types include (Equities, fixed income, domestic and foreign Mutual Funds, Private Equity and Precious Metals)
Liaise with counterparties in order to affect a seamless transfer of assets. 
Set up and maintenance of positions in client accounts 
Verification correct paperwork is on file. 
Investigating reconciliation reports, examining position discrepancies, trading errors and cash balances and adjust accordingly.
Direct support for WMI client inquiries

Key Targets & Objectives of Roles
Client (adding value to clients) / People (recruiting/coaching people/valuing diversity) / Economic (achieving financial results) Functional / Technical (advancing technical expertise)

Client Focus 
Invests time and energy in providing the highest quality service
Actively differentiates and segments clients to help prioritize client activity
Promotes the highest level of quality service

Teamwork and Collaboration 
Willingly collaborates with team on all aspects of business, and shares responsibility (authority)
Speaks up to resolve problems or disputes

Planning and Organizing
Plans, organizes and monitors own day-to-day work with minimal guidance
Identifies resources needed for own assignments

Job Requirements:

Essential Education 
Bachelor's Degree 

1 plus years of financial services experience with strong Excel skills preferred. The ideal candidate is someone who is hands on and eager to learn. 

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