Job Description
Join Aviso Wealth as a Transfers Administrator, where you will engage in daily transfer processing and escalated inquiries. This role demands attention to detail and collaborative problem-solving in a dynamic work environment.
As a member of the Transfers team, this position reports directly to the Supervisor, Transfers. You will be responsible for managing transfer requests, maintaining the transfers mailbox, and reviewing incoming inquiries. Ideal candidates will be detail-oriented and eager to enhance their operational knowledge while fostering teamwork across departments.
Key Responsibilities:
• Process incoming transfer requests per service agreements
• Monitor and organize the transfers mailbox daily
• Initiate manual or electronic transfers as required
• Track transfer statuses and follow up on requests
• Provide support to external institutions regarding transfers
Requirements:
• At least 1 year in finan...
As a member of the Transfers team, this position reports directly to the Supervisor, Transfers. You will be responsible for managing transfer requests, maintaining the transfers mailbox, and reviewing incoming inquiries. Ideal candidates will be detail-oriented and eager to enhance their operational knowledge while fostering teamwork across departments.
Key Responsibilities:
• Process incoming transfer requests per service agreements
• Monitor and organize the transfers mailbox daily
• Initiate manual or electronic transfers as required
• Track transfer statuses and follow up on requests
• Provide support to external institutions regarding transfers
Requirements:
• At least 1 year in finan...