Description:
As a member of the TOA Initiations team you will analyze and process asset transfer forms, determine solutions to customer requests, and ensure the timely transfer of assets into Correspondents Clients accounts. Our role is to set up transfers on the system before they are sent out to the delivering firms. These accounts may include mutual fund, insurance, banks and brokerage accounts, as well as retirement and non-retirement accounts for Correspondent Clients.
The Skills You Bring
- Your ability to quickly coordinate and prioritize multiple tasks
- Your ability to take initiative and to work under tight deadlines in a dynamic team environment
- Be analytical and possess good problem-solving skills while maintaining good attention to detail
- Be technically oriented, with strong MS Office/PC skills
- Have excellent written and verbal communication and social skills
- Be motivated and show desire to learn about the business and new technologies
The Value You Deliver
- By analyzing transfer of asset forms in order to initiate the process for clients, you provide a valuable service to our customers, and help to maintain the firm’s reputation for quality
- The relationships that you establish with our US business partners will help ensure adherence to Operations policies and procedures, and will improve the reputation of the team in Ireland
- Prioritizing and handling critical issues/exceptions that are received from customers and the teams’ business partners
- Handling and reviewing documented client exception lists to ensure client-specific needs are met
- Participating in various projects and operational improvement initiatives focused on improving the existing workflow, quality, efficiency and policy & procedures