Transfers-In Operations Specialist

📋 Description

• Process inbound cash and asset transfers into retirement accounts.
• Review transfer documents and submit requests to custodians.
• Track transfer status and follow up for timely completion.
• Support New Accounts Onboarding with account maintenance tasks.
• Communicate with investors on missing docs and status updates.
• Maintain organized notes and updates across internal systems.

🎯 Requirements

• 1+ year in financial services, ops support, or transaction processing.
• Strong attention to detail and organizational skills.
• Ability to manage multiple open requests simultaneously.
• Strong written and verbal communication.
• Proficiency in Microsoft Office (Word, Excel, Outlook).
• IRA or retirement account transfers experience a plus.

🎁 Benefits

• Equal opportunity employer; diverse and inclusive.
• Background checks conducted after offer.
• Hybrid in-office schedule in San Francisco.