Trust Operations Specialist – Account Transfers

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

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.