Take on the role of Transfers Administrator at Aviso Wealth, specializing in the processing of transfer requests and developing client relationships in a dynamic team environment. Your efforts will focus on daily transfers and operational efficiencies.
As a member of the Transfers team, you will report to the Supervisor, Transfers, and engage in collaborative problem-solving to enhance financial operations. This opportunity is ideal for those eager to grow their expertise in financial administration while ensuring client satisfaction through effective service.
Key Responsibilities:
• Process transfer requests per established service levels
• Manage the transfers mailbox and organize incoming requests
• Initiate ATON and manual transfer processes
• Track and follow up on all transfer requests
• Provide support for operational needs of external transfers
Requirements:
• 1+ years of experience in back office finance
• Highly detail-oriented and accurate
• ...