Transfer Operations Specialist

D.A. Davidson; Great Falls (MT); On-site; USD 48,000 - 62,000; Full time

Benefits offered by this job

Medical, Dental and Vision

Company 401(k) and ESOP contribution

Paid holidays

Professional Development Opportunities

Tuition Reimbursement

Discounted personal insurance

Charitable gift-matching

Davidson Day of Giving

Job summary

D.A. Davidson in Great Falls, MT is seeking a meticulous Transfer Specialist to handle incoming and outgoing client account transfers and related paperwork. You will collaborate with branch teams to ensure accuracy and timely processing.

The role values organization, independent work, and attention to detail, with daily review of documents, resolution of exceptions, and proactive communication with transfer agents. Competitive salary and benefits are offered by D.A. Davidson.

Qualifications

• High school diploma required.
• Clear verbal and written communication.
• Organizational and time-management skills to work under pressure.
• Proficient with Microsoft Outlook, Word and Excel.
• Able to adapt to evolving processes and quickly learn new skills.
• Attention to detail with strong follow-up abilities.

Responsibilities

• Support branch associates in the transfer of client accounts.
• Collaborate with multiple departments to ensure accuracy in transfers.
• Review, process and follow up on incoming and outgoing transfers.
• Review and approve transfer documentation.
• Monitor daily reports for exceptions and take corrective action.
• Process and distribute mail and communicate with transfer agents.

Skills

Communication skills

Time management

Attention to detail

Team work

Adaptability

Education

High school diploma

Tools

Outlook

Microsoft Word

Microsoft Excel

Job description

D.A. Davidson in Great Falls, MT is seeking a meticulous Transfer Specialist to handle incoming and outgoing client account transfers and related paperwork. You will collaborate with branch teams to ensure accuracy and timely processing.

The role values organization, independent work, and attention to detail, with daily review of documents, resolution of exceptions, and proactive communication with transfer agents. Competitive salary and benefits are offered by D.A. Davidson.