Business Unit:PWM OperationsDept. Name/#:ACATSJob Title: AWM - Operations - PWM Transfer Settlement Group - AnalystLocation:111 South Main Street, Salt Lake City, UTPay rate: $23/hrContract duration: 6 monthsOpportunity:The primary responsibility of the ACAT team is to provide effective transaction processing and exceptional client service that both guards the firms capital and reputation and creates measureable value for the firm and its clients. The new ACAT Analyst will be required to handle multiple functions including reconciliation of automated account transfer receives, delivers, residuals, mutual funds, foreign and domestic settlements. The Analyst will be expected to manage relationships with PWM Sales teams, counterparties and vendors. They will need to meet required GS deadlines and comply with industry rules. The Analyst will be expected to escalate any issues and minimize firm exposure to financial, reputational, and regulatory risk.The Analysts day-to-day responsibilities include facilitating transfer requests which moves assets into and out of the firm. They will perform account verification and asset review to ensure transfers are compliant with firm and industry policies. They will also be assigned projects that require data analysis to depict trends and streamline processes. Job Duties:Analyst will initiate transfer requests from client signed ACAT instruction to bring assets into the firm. This will require attention to detail with the understanding of industry and system requirements. (30% time spent daily)Perform reconciliation of incoming wires by reviewing the external instructions and notifying PWM Sales team to input matching instructions. (40% time spent daily)Facilitate account transfer delivery through a completing series of steps to notify internal teams, receive proper approvals, and account termination. (20% time spent daily)Project work that requires data analysis to identify opportunities to streamline workflows and reduce manual touchpoints (10% time spent daily)Position Description:Position-level reconciliation of all account requested form counter parties/clientsOversight of residual positions following ACAT transfersPre-population of ACAT transfer formsForeign and domestic settlements Find innovative ways to create efficiencies and increase controlsProvide superior client service while mitigating risk Enable Skills-Based Hiring No Applicant Notices & Disclaimers For information on benefits, equal opportunity employment, and location-specific applicant notices, click here At SPECTRAFORCE, we are committed to maintaining a workplace that ensures fair compensation and wage transparency in adherence with all applicable state and local laws. This position’s starting pay is: $ 22.00/hr.