Fund Transfer Analyst
Company: VirtualVocations
Location: Bridgeport
Posted on: March 7, 2025
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Job Description:
A company is looking for a Fund Transfer Analyst.
Key Responsibilities
Process high volumes of fund transfer and allocation change
requests in a timely manner
Communicate with advisors and/or clients regarding requests that
are not in good order
Assist with team functions such as collections, loan payment
processing, or systematic payment setups
Required Qualifications
Customer service experience, preferably in a telephone-based
environment
Proficiency in Microsoft Office, particularly Excel and Word
Ability to manage high volumes of work efficiently and in an
organized manner
Knowledge of company products, services, and IRS Regulations
Experience working in a team environment
Keywords: VirtualVocations, Bridgeport , Fund Transfer Analyst, Professions , Bridgeport, Connecticut
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