Job Description:
Skill : Wealth Management
Process Shift Timing – 19:30 to 04:30,
Band – B1,
Notice Period : Immediate Joiner only,
Centralized Document Control team at Global Business Services carry out inline review and approval of retail and retirement financial transactions entered by MLWM Branch office associates. Transactions include full and partial transfers initiated out of ACAT eligible accounts based on paperwork or Branch Verbal Recording (excluding Fed Funds and high threshold transactions) and Standing Letter Enrollments / Updates. These transactions involve contribution/distribution and brokerage account transfers related to IRA, IRRA, ROTH, SEP, SIMPLE, ESA, 529, BASIC & all retail brokerage accounts. Distribution requests include, but are not limited to journal entries, checks, fed funds, broker transfers, MMTRN etc. This includes complex transaction requests involving legal and special distributions.
SKILL SET: Basic understanding of US Retirement products, Good Communication and listening skills, Analytical skill with great attention to details to perform the document review
