Trust Operations: Account Transfer Specialist

Posted yesterday

argentBrooklyn (NY)

Financial Clerks, All Other Trust, Fiduciary, and Custody Activities

SENIORITY

Senior

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About the role

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.

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