Transfers of Assets Analyst

**Transfers of Assets Analyst at Altruist in Dallas, TX, United States** **What you'll do** - Review documentation to confirm if it's in good order - Submit electronic and manual transfer requests and follow to completion - Contact contra firms to resolve any blocks on completing client requests - Assist with daily reporting **What they're looking for** - Ability to identify areas for innovation and process improvements - Skills to build relationships internally and externally to improve client experience - Ability to research and resolve transfer exceptions **Details** - Location: Dallas, TX, United States - Type: Not specified - Salary: Not specified