Asset Movement Specialist Details

Asset Movement Specialist

BNY Mellon - Lake Mary, FL

Employment Type : Full-Time

Company team & role:

BNY Mellon’s Pershing has supported many of the world’s most sophisticated and successful financial services firms for more than 80 years. Wealth and institutional firms rely on us for clearing and custody, trading and settlement services, a broad suite of investment solutions, middle and back office support, data insights, and business consulting.

This role is within our Asset Movement Operations team which is responsible for reviewing client asset movement transactions involving cash and/or securities from a risk management, compliance, and quality perspective. The team also offers valued service to our clients pertaining to asset movement related processes and systems.

The successful candidate will demonstrate/possess:

• High school/secondary school or the equivalent combination of education experience is required
• 5+ years of total work experience in brokerage processing is preferred
• General knowledge of the securities industry
• Proficiency with Microsoft Office applications
• Problem solving skills

Responsibilities: As an Asset Movement Specialist, you will:

• Review cash and securities transactions and risk-based rules to make quality decisions and minimize risk to clients and Pershing|BNYM
• Assess account balances and holdings, review supporting documentation, and use knowledge of regulatory rules and internal procedures to assess work items, often as the last line of defense
• Support both retirement savings accounts and account transfers
• Work in a collaborative environment with other team members to complete high-volume tasks in a fast-paced environment and may assist and train other members of the team

Benefits:

In this role you will gain general knowledge of the industry landscape of financial services, and subject matter expertise in asset movement related processes. This role has direct interaction with clients and heavy interaction with other departments within Pershing|BNYM so you will build client relationships as well as a network of peers within Pershing|BNYM.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.

BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans.

Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.