Process inbound cash and asset transfer requests into self-directed retirement accounts.
Review transfer documentation for completeness and accuracy.
Submit transfer requests to custodians via approved methods.
Track transfer status and follow up for timely completion.
Provide cross-functional support to New Accounts Onboarding.
Assist with account maintenance requests to balance team capacity.

🎯 Requirements

1+ year in financial services, ops, or transaction processing
Detail-oriented with strong organizational skills
Manage multiple open requests simultaneously
Strong written and verbal communication
Independent and collaborative team contributor
Proficiency in Microsoft Office (Word, Excel, Outlook)

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