Asset Movement Specialist

  • Location
    Mc Lean, Virginia
  • Salary
    $ 18 - $ 22
  • Category
    Accounting/Finance
  • Job reference:
    US_EN_5_17331_62061854
  • Job type
    Contract/Temp to Hire

An Asset Movement Specialist role, is available, courtesy of Accounting Principals.  Our client is located in the West End of Richmond, VA. To be considered for this position you will need a minimum qualification of 2 years of experience in finance and accounting and be able to pass a credit check. Our client needs help, on a temporary basis, for approximately 3-6 months (possibly longer).  Our client is looking for an individual that is detail oriented and has excellent customer service.
 
Responsibilities include:

  • Establish standing instructions between client accounts and banking institutions for checks, ACH, wire and internal transfers
  • Daily review of Asset Movement paperwork/forms to ensure all are IGO and work with Planning Teams regarding any that are NIGO’s
  • Process check requests, ACH requests, Federal Fund wire requests, internal transfers, IRA distributions, and Asset Movement forms due to death/divorce
  • Review client accounts
  • Ensure accounts are documented properly
  • Reconcile daily transactions and resolve discrepancies
  • Review and process IRA to ROTH conversion, recharacterization, and excess contribution removal requests
  • Continually examine department processes, workflows and systems for process improvement and increased efficiency opportunities
 
Qualifications:
  • Bachelor's degree in Business or Finance preferred
  • Minimum 2-5 years financial services industry experience required
  • Minimum one year of IRA or qualified plan experience is strongly preferred
  • Requires effective oral and written communication skills
  • Critical thinking and multi-tasking skills required, as well as strong time management skills and the ability to prioritize
  • Ability to understand the overarching Asset Movement environment both internally and externally
 
If you are an individual that has a good understanding of Finance and are able to maintain confidentiality at all times than this job may be the right fit for you. If interested in this Asset Movement Specialist position, or other opportunities offered through Accounting Principals please apply online at www.accountingprincipals.com or email your resume to richmond@accountingprincipals.com for more information.
 


Please apply with your CV to: Alexandria Zinkand --

Equal Opportunity Employer Minorities/Women/Veterans/Disabled

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