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Analyst / Associate - Private Wealth Management The candidate will approve asset movements leaving client accounts. Will 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. Bachelor's degree is required. Paralegal experience is needed. In-depth knowledge of legal documentation (e.g., trust agreements, partnership agreements and corporate resolutions) is essential. Compliance and/or regulatory experience is needed. Attention to detail and strong organizational skills are needed. Strong self management, presentation, communications, escalation and interpersonal skills are needed.
Job ID: 2017-38920
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