Trust Operations Specialist – Account Transfer Desk (Birmingham)

Argent Financial Group; Birmingham, Northern (AL, KY); Hybrid; USD 55,000 - 85,000; Full time

Job summary

Argent Financial Group in Birmingham, AL is seeking a Trust Operations Specialist – Account Transfer Desk to join its Operations Department. You will coordinate end-to-end client asset transfers, working with custodians, counterparties, and internal teams to ensure accurate and timely execution.

Responsibilities include reviewing transfer requests, validating documentation (ACATS and non-ACATS), monitoring status, and maintaining audit trails.

Qualifications

• 2–3 years of experience in the financial services industry, preferably in trust operations, brokerage operations, or a related back-office function.
• College degree in business-related field preferred.
• Basic accounting knowledge, including debits and credits.
• Familiarity with ACATS and account transfer processes (ACATS/non-ACATS).

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 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 thoroughly and efficiently.
• 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 & verbal communication

ACATS/non-ACATS knowledge

MS Office Suite

Prioritization

Team collaboration

Education

College degree in business-related field

Tools

Microsoft Office Suite

Excel

Word

Outlook

Job description

Trust Operations Specialist – Account Transfer Desk (Birmingham)

Department Summary:

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 Location:

Birmingham, AL

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 thoroughly and efficiently.
• 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 a 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.