Contractor Asset Movement Team Associate

We’re seeking an Asset Movement Team (AMT) Associate to support high-volume transaction processing, protect client assets, and ensure money movement requests are reviewed with precision.

Job Responsibilities

• Review and approve incoming and outgoing money movement transactions
• Deliver exceptional customer service while supporting local branch teams
• Apply firm policies and industry regulations to prevent fraud and ensure proper authorization
• Communicate with branch associates and senior leadership to resolve escalated issues
• Stay informed on SEC/FINRA compliance and internal transaction protocols
• Participate in projects and system enhancements as assigned
• Utilize internal resources and critical thinking to process high-volume requests efficiently
• Perform other administrative duties as needed

Job Skills/Requirements

• 3+ years of experience in financial services or operations roles
• College degree preferred or equivalent work experience
• Strong organizational, decision-making, and follow-up skills
• Excellent verbal and written communication skills
• Proficient in Microsoft Office Suite
• Familiarity with SEC/FINRA regulations and transaction-based compliance preferred
• Strong interpersonal skills with a client-focused mindset

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