Operations Transfer Specialist recruitment

 GENERAL FUNCTION: Operational responsibility for cash and security transfers associated with new business and accounts that may be terminating. DUTIES RESPONSIBILITIES:  Initiate transfer of cash and securities from previous trustee for new accounts Initiate transfer of securities to successor trustee for accounts terminating Daily review of the DTC activity  reports to verify status of security and cash movement Change registration codes to reflect the appropriate location and status of assets as requested Post cash and securities transactions Read more […]

April 10, 2012 • Tags: , • Posted in: Financial • Comments Off on Operations Transfer Specialist recruitment