Centennial Bank ยท 1 day ago
GTC Alternative Asset Specialist
Centennial Bank is seeking a GTC Alternative Asset Specialist who will be responsible for the accuracy and timeliness of transactions for IRA accounts holding alternative assets. The role involves processing requests for purchases, sales, and in-kind distributions of alternative assets, as well as ensuring accurate record-keeping and compliance training.
BankingFinanceFinancial Services
Responsibilities
Processes requests to purchase alternative assets in operating system
Processes and prepares requests to liquidate alternative assets in operating system
Processes and prepares requests for In-kind distribution of alternative asset
Prepares various orders to complete requested transaction from client or broker
Reconciles with reporting entity and ensure records are accurate
Conducts research as needed
The ability to work in a constant state of alertness and in a safe manner
Completes required BSA/AML training and other compliance training as assigned
Perform any other related duties as required or assigned
Qualification
Required
High school or GED, plus specialized schooling and/or on the job education in a specific skill area; e.g. data processing, clerical/administrative, equipment operation, etc, plus 7 to 11 months related experience and/or training, or equivalent combination of education and experience
Ability to read and understand documents such as policy manuals, safety rules, operating and maintenance instructions, and procedure manuals; ability to write routine reports and correspondence
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to prepare and interpret bar graphs
Ability to utilize common sense understanding in order to carry out written, oral or diagrammed instructions. Ability to deal with problems involving several known variables in situations of a routine nature
Must have the ability to read and interpret documents such as operating instructions and procedure manuals
Must have strong organizational, interpersonal, and communication skills
Must be able to perform in a fast paced environment, handle multiple tasks and function as an integral part of a team
Must be detail oriented and able to solve problems
Must have the ability to speak effectively before groups of customers or employees of organization
Must have the ability to work with mathematical concepts that relate to precious metal transactions
Must have the ability to apply common sense understanding to carry out instructions furnished in written, oral or diagram form
Must have the ability to deal with problems involving several concrete variable in standardized situations
Must be proficient in Microsoft Office applications, Internet, e-mail and a working knowledge of accounting software
Company
Centennial Bank
Centennial Bank offers businesses, investors, and municipalities a wide range of commercial, retail banking, and related financial services.
H1B Sponsorship
Centennial Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2021 (1)
Funding
Current Stage
Late StageLeadership Team
Recent News
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