Trust Operations Sp - Account Transfer Desk

Argent Financial Group; Birmingham (AL); On-site; USD 60,000 - 80,000; Full time

Job summary

Argent Financial Group is seeking a Trust Operations Specialist for the Account Transfer Desk in Birmingham, AL. You will manage end-to-end client asset transfers between financial institutions, coordinating with custodians, counterparties, and internal teams to ensure accurate, compliant, and timely execution.

The role requires attention to detail, solid analytical and communication skills, and experience in trust or brokerage operations along with basic accounting knowledge.

Qualifications

• College degree in business related field preferred.
• 2-3 years of experience in the financial services industry, preferably in trust operations, brokerage operations, or a related back-office function.
• Basic accounting knowledge, including an understanding of debits and credits.

Responsibilities

• Process incoming and outgoing client account transfer requests in accordance with firm policies, custodian requirements, and applicable regulations.
• Coordinate with custodians, counterparties, internal operations teams, and front office staff to ensure the smooth and timely transfer of assets, cash, and account data.
• Review and validate transfer documentation for accuracy and completeness prior to submission, including ACATS and non-ACATS transfers as applicable.
• Verify trust legal documentation to ensure compliance with the requirements of each account transfer request.
• Monitor and track the status of transfer requests, providing timely and proactive updates to relevant stakeholders.
• Identify, investigate, and resolve transfer discrepancies or exceptions in a thorough and efficient manner.
• Maintain accurate records and comprehensive audit trails for all transfer activities in accordance with firm record-keeping standards.
• Support continuous process improvement initiatives and contribute to a culture of operational excellence.

Skills

Attention to detail

Analytical skills

Written communication

Verbal communication

Time management

Education

College degree

Tools

Microsoft Office Suite

Excel

Word

Outlook

Job description

Trust Operations Sp - Account Transfer Desk

Operations Full Time Birmingham, AL, US

Title: Trust Operations Specialist - Account Transfer Desk

Department: Trust Operations

Reports To: Account Transfer Team Supervisor

Company Profile

Argent Financial Group (Argent) is a leading, independent, fiduciary wealth management firm responsible for more than $180 billion in client assets. Argent provides individuals, families, businesses, and institutions with a broad range of wealth management services, including trusts and estate planning, investment management, ESOPs, retirement plan consulting, funeral and cemetery trusts, charitable organization administration, oil and gas (mineral) management, and other specialized financial services. Headquartered in Ruston, Louisiana, Argent was founded in 1990 and traces its roots to 1930.

Department Profile

The Trust Operations Specialist - Transfer Desk is a dynamic, team-based role within Argent's Operations Department. The Operations Department supports the full range of services provided to Argent's clients, including account transfers, asset movement, client deposit and disbursement processing, fund accounting, mail processing, and reconciliation of client and DDA accounts. The department maintains daily interaction with internal personnel and external financial institutions.

Job Summary

The Account Transfer Desk plays a vital role in delivering exceptional service to Argent's clients. The transfer team manages the end-to-end process of moving client assets between financial institutions, serving as a central point of communication among custodians, counterparties, internal operations teams, and front office administration. This role coordinates the transition of assets, cash, and account information while ensuring accuracy, compliance, and timely execution.

Job Specifics: Account Transfer Desk

• Process incoming and outgoing client account transfer requests in accordance with firm policies, custodian requirements, and applicable regulations.
• Coordinate with custodians, counterparties, internal operations teams, and front office staff to ensure the smooth and timely transfer of assets, cash, and account data.
• Review and validate transfer documentation for accuracy and completeness prior to submission, including ACATS and non-ACATS transfers as applicable.
• Verify trust legal documentation to ensure compliance with the requirements of each account transfer request.
• Monitor and track the status of transfer requests, providing timely and proactive updates to relevant stakeholders.
• Identify, investigate, and resolve transfer discrepancies or exceptions in a thorough and efficient manner.
• Maintain accurate records and comprehensive audit trails for all transfer activities in accordance with firm record-keeping standards.
• Support continuous process improvement initiatives and contribute to a culture of operational excellence.

Knowledge, Skills, and Abilities

• Strong attention to detail with solid analytical, research, and written and verbal communication skills.
• Working knowledge of financial securities markets, investment products, and account transfer processes (ACATS/non-ACATS) preferred.
• Proficiency in Microsoft Office Suite, Excel, Word, and Outlook.
• Ability to manage competing priorities, meet deadlines, and work both independently and collaboratively within a team environment.
• Familiarity with trust documentation and fiduciary account structures is a plus.

Credentials and Experience

• College degree in business related field preferred.
• 2-3 years of experience in the financial services industry, preferably in trust operations, brokerage operations, or a related back-office function.
• Basic accounting knowledge, including an understanding of debits and credits.
• An equivalent combination of education and experience.