About this role
Transfers of Assets Analyst at Altruist. Location: Dallas, Texas, United States. Role: reviewing documentation, submitting transfers, resolving exceptions Requirements: 1 year analyst experience in financial services, knowledge of AML and risk mitigation, familiarity with transfer processes (ACATs/Non-ACATs preferred), strong communication, ownership, and problem-solving; BA/BS preferred. Category: Finance and Accounting Seniority: Entry Level Certifications: series 7 Commitment: Full Time Workplace: Hybrid Languages: English