TPG Staffing LLC ยท 8 hours ago
Account Transfer Specialist
Kalamazoo, MI
Full-time
Onsite
Mid, Senior Level
$55K/yr - $70K/yr
5+ years expTPG Staffing LLC is a progressive Fintech leader serving a range of clients including multifamily offices and registered investment advisers. They are currently seeking an Account Transfer Specialist to process incoming and outgoing client requests for account transfers while ensuring data accuracy and maintaining quality control.
Staffing & Recruiting
Hiring Manager
Madison Kozlowski
Responsibilities
Conducting cost basis research
Communicating with Brokerage and Trust departments regarding incoming and outgoing transfer requests
Accurately entering data into corporate system
Asset setup and allocation
Maintaining consistent Quality Control
Working with Account Custodians
Qualification
Required
Bachelor's degree in Finance or related field
5+ years working in the Fintech industry
Proficiency in Microsoft Excel
Highly organized
Detail-orientation
Ability to reassess priorities in a multitasking environment
Benefits
Medical, dental, and vision coverage
Life and disability insurance
Flexible spending accounts
A 401(k) retirement plan
Access to additional voluntary benefits
A perk program that provides special discounts
Company
TPG Staffing LLC
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase