Northpointe Staffing Professionals · 21 hours ago
Finance Entry Level - Private Wealth Management Operations Analyst - Account Transfer
SLC Metro Area
Full-time
Onsite
Entry Level
1+ years expNorthpointe Staffing Professionals is seeking an Entry Level Analyst for their Private Wealth Management Operations team. The role focuses on transaction processing and client service, ensuring compliance with industry rules while managing account transfers and facilitating data analysis projects.
Staffing & Recruiting
Responsibilities
Analyst will initiate transfer requests from client signed ACAT instruction to bring assets into the firm. This will require attention to detail with the understanding of industry and system requirements. (30% time spent daily)
Perform reconciliation of incoming wires by reviewing the external instructions and notifying PWM Sales team to input matching instructions. (40% time spent daily)
Facilitate account transfer delivery through a completing series of steps to notify internal teams, receive proper approvals, and account termination. (20% time spent daily)
Project work that requires data analysis to identify opportunities to streamline workflows and reduce manual touchpoints (10% time spent daily)
Position-level reconciliation of all account requested form counter parties/clients
Oversight of residual positions following ACAT transfers
Pre-population of ACAT transfer forms
Foreign and domestic settlements
Find innovative ways to create efficiencies and increase controls
Provide superior client service while mitigating risk
Qualification
Required
1-2 years operations experience
Strong PC, MS Office and Web skills
Strong analytical skills
Attention to detail
Strong communications and interpersonal skills
Strong team player skills
Ability to work on multiple tasks, prioritize and thrive in a fast-paced deadline driven environment
Self starter with strong sense of urgency and ability to make critical decisions under pressure
Ability to solve problems in a timely and appropriate manner
Preferred
Familiarity with ACATS & settlement operations
Bachelor's degree
Company
Northpointe Staffing Professionals
Located in Hoboken NJ, Northpointe Staffing Professionals is an affiliate of Asset Staffing and is a leading provider of financial, administrative and professional support throughout New Jersey.
0-1 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase