## Company Description Finance ## Job Description The Transfer of Asset (TOA) team within Operations offers a unique opportunity to work in a critical function of E\TRADE Financial. The team works closely with our customers, contra firms and internal business partners to deliver seamless and timely transfer experiences. RESPONIBILITIES - Review client requests and ensure all required documents are obtained and in good order. - Appropriately communicating with clients and internal support when the requirements are not met. - Validate submissions appropriately and within the proper timeframes to meet SLA (Service Level Agreements).Assist with daily reporting. - Provide transfer support to front office representatives. - Identify areas in the transfer process that can be more efficient and where potential exposures can be minimized. - Build relationships with other operational teams that lend to the client experience. - Work with outside firms to resolve transfer-related concerns, coordinate the receive or delivery of assets. Requirements / Qualifications • Bachelor's degree preferred, or equivalent work experience • 1–3 years of experience in operations, financial services, or similar environment (asset transfers experience a plus) • Strong attention to detail with the ability to review documentation and catch discrepancies • Comfortable working in high-volume, deadline-driven environments and meeting SLAs • Solid communication skills: able to follow up with contra firms and internal teams when needed • Proficiency in Microsoft Office (Excel, Outlook, Word) and ability to work across multiple systems • Strong organizational skills with the ability to prioritize and manage multiple requests at once Nice to have: • Familiarity with brokerage products and account types • Experience working with external firms or handling exceptions/escalations ## Additional Information All your information will be kept confidential according to EEO guidelines.