What are the responsibilities and job description for the Financial Processor - Transfers Associate position at The Entrust Group?

Job Description

Who Are We?

We are so glad you asked! For nearly 40 years, The Entrust Group has been the premier provider of account administration services for self-directed IRAs. No other administrator compares to our commitment to educate our clients on self-directed retirement accounts and tax advantaged plans as well as providing top notch customer service with purchasing alternative assets within these retirement accounts and plans. Learn more about us by visiting our website : www.theentrustgroup.com.

What Are We Seeking?

Transfers Associate

Overview :

The Transfers Associate will report to the Alternative Assets & Transfers Department Manager. The candidate will interface with clients and custodians to obtain required documents to ensure all wire transactions are completed in a timely and efficient manner. The Transfer’s Department is a high-volume transactional department, and the ideal candidate will interact regularly with clients as well as vendors and other operational teams.

This is a perfect opportunity for someone with initiative and creative ideas to help improve company processes! Transfers is one of the busiest departments at Entrust, and it’s a close-knit group. There is autonomy and flexibility to the role; if you discover a better way to do something, we want to empower you to make the change! The workflow can be fast-paced with high-volumes – a successful team member will have the ability to assist clients through the process by clarifying rules, regulations, and procedures for Transfers transactions. Financial or banking background preferred.

Job Duties :

Review and process all documentation for Transfers transactions
Assist clients through the process, clarifying rules, regulations, and procedures for Transfers transactions
Interface with clients and custodians to obtain required documents to ensure all transactions are completed in a timely and efficient manner
Coordinate with the Transfers team to reconcile, research, and follow-up on transactions
Organize and maintain Transfers department procedures
Promote a culture of high performance and continuous improvement that values learning and a commitment to quality
Contribute to the development of Entrust’ s strategic goals and objectives as well as the overall effectiveness of the department
Work with Client Services, Business Development Managers, and other applicable departments and staff necessary to assist clients
Ensure compliance with all laws and regulations, including anti-money laundering and privacy policies and procedures
Other duties as assigned

Desired Skills

Experience in banking, finance, accounting, or related industries preferred

Excellent communication and business writing skills

Experience in client services or related industries preferred

Strong critical thinking, analytical, and problem-solving skills

Detail-oriented with strong data entry skills

Proficient with Microsoft Office

Proven ability to handle multiple projects and to prioritize workload

Flexibility and a positive attitude while working with internal and external clients

Deep sense of empathy and ability to communicate across diverse groups

Working knowledge of self-directed retirement plans, a plus

Must hold a bachelor’s degree

Experience with managing or supervising others is a plus, but not a limiting factor to this role.

Confidence in communicating with clients and internal teammates to find a resolution most effectively

Demonstrate the ability to create positive rapport with clients to earn strong client service performance ratings.

Physical Requirements :

Prolonged periods sitting at a desk and working on a computer.

Must be able to lift 15 pounds at times.

Able to stand and walk for a minimum of 3 hours in an eight-hour workday.

Hand use : continuous keyboarding, frequent simple grasping, and occasional fine manipulation

Occasional bending, reaching, and twisting (waist level)

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Financial Processor - Transfers Associate

What are the responsibilities and job description for the Financial Processor - Transfers Associate position at The Entrust Group?

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