Account Transfers Administrator

at  Haywood Securities Inc

ABOUT HAYWOOD

Haywood Securities Inc. is an investment firm that values its independence and its entrepreneurial spirit. Our analysts and advisors seek proven management in young companies that are built around fresh ideas with the potential for rapid growth in the oil and gas, mining, technology, and special situation sectors. Haywood offers these investment opportunities to a select group of qualified investors in both the institutional and retail markets.
Haywood’s Operations Department is currently looking to recruit an Account Transfers Administrator. To be successful in this role, the candidate must be able to demonstrate a commitment to providing exceptional customer/client service, attention to detail and a willingness to take on new responsibilities and challenges as they arise.

REQUIREMENTS:

• 1 – 5 years Account Transfers experience
• Strong ability to prioritize and handle multiple assignments and deadlines
• Professional demeanor in all forms of interpersonal communications
• Proactive approach to job responsibilities and team player
• Flexible personality to take on new challenges as they arise
• Complete tasks with minimal direction/supervision
• Proficiency with all Microsoft Office applications, Dataphile, CDS, and DTC

• Process transfer requests in and out for all types of accounts in a timely manner and according to regulatory and audit requirements
• Review new Transfer-in instructions on ATON and verify all information is accurate and correct
• Process manual transfers
• Follow through on all Transfer-In requests until complete
• Identify and handle potential problems related to the transfer of assets and resolve the issue by offering solutions
• Assist with Internal Transfers Journals
• Provide excellent customer service and support
• Coverage for other team members during absences, or as required
• General administrative duties as required