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Carrot Peelers, Sales, Personality and Your Job Search
In-House
Legal Staff
Corporate - General
Trusts and Estates
Min 1 yrs required
Operations - IMD Operations - Private Wealth Management - Asset Transfer Approval (ATA)/Callback Team - Analyst The candidate will: Approve asset movements leaving client accounts; Authenticate asset transfer requests directly with the PWM Clients; Review account documentation, verify client signatures, and review legal documentation; Perform regulatory and risk related exception processing; Maintain integrity of customer accounts; Enforce regulations and GS policy.
Qualification and Experience
The candidate should have Bachelor's degree. Should have paralegal experience. In-depth knowledge of legal documentation (e.g., trust agreements, partnership agreements and corporate resolutions). Compliance and/or regulatory experience. Good understanding of the financial industry.
Job ID : 2017-22756
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