About the role
Client is a global financial services firm that provides a wide range of investment banking, securities, wealth management, and investment management services. It is a prominent global financial services firm with a rich history and a strong presence in the financial industry.
The Client is committed to corporate responsibility and sustainability. It aims to make a positive impact on society through various initiatives, such as promoting environmental sustainability, supporting diversity and inclusion, and engaging in philanthropic activities.
Rate: $28.15/Hr
Job Description:
- The Asset Movement Team (AMT) Associate will act as an extension of local branch management in the review and approval of incoming and outgoing money movement transactions.
- The AMT Associate s will work with various systems to ensure the appropriate approval of each transaction. AMT Associates will partner with the Regional Leader and/or the Field Service Team Manager to resolve issues while processing requests.
- They will abide by firm and industry rules to prevent fraud, protect client s assets and follow client instructions.
- Provide world class customer service.
- Work closely with Client branch associates to review and approve money movement requests in a timely manner.
- Work in a fast-paced environment with high quality standards.
- Communicate with Senior Management and Branch Associates when needed.
- Work in a team setting using critical thinking skills and internal resources to resolve escalations.
- Apply risk approved policies to prevent client fraud.
- Keep current on SEC/Client, Compliance and Firm Policies for transaction-based requests.
- Work on projects and technology pilots when appointed.
- Other duties as assigned.
- College preferred or equivalent experience
- 3 years of related experience
- Ability to demonstrate success in previous roles
- Basic clerical and administrative skills
- Effective written and verbal communication skills
- Excellent interpersonal and client service skills
- Organizational skills, decision making skills, attention to detail and excellent follow up skills
- Experience using Microsoft suite.
- Ability to learn new systems and troubleshoot technology issues in a timely manner
Non-benefitted (other than those mandated under state or federal law).Please note that this position does not include paid time off benefits. ApTask offers subsidized insurance coverage to our employees.
About ApTask:
ApTask is a leading global provider of workforce solutions and talent acquisition services, dedicated to shaping the future of work. As an African American-owned and Veteran-certified company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT consulting, and project management. With a focus on excellence, collaboration, and innovation, ApTask provides unparalleled opportunities for professional growth and development. As a member of the ApTask team, you will have the chance to connect businesses with top-tier professionals, optimize workforce performance, and drive success across diverse industries. Join us at ApTask and be part of our mission to empower organizations to thrive while fostering a diverse and inclusive work environment.
Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.
Candidate Data Collection Disclaimer:
At ApTask, we prioritize safeguarding your privacy. As part of our recruitment process, certain Personally Identifiable Information (PII) may be requested by our clients for verification and application purposes. Rest assured, we strictly adhere to confidentiality standards and comply with all relevant data protection laws. Please note that we only collect the necessary information as specified by each client and do not request sensitive details during the initial stages of recruitment.
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