Phaxis

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Asset Analyst

Woodbridge, NJ 07095

Posted: 04/01/2025 Employment Type: Direct Placement Job Number: 25204789 Pay Rate: 75000-80000 USD/Year

Job Description

Great opportunity to join the Client Administration Support Department at this leading money management firm. This position is responsible for the opening, ongoing maintenance and closing of accounts for the firm's ultra high-net-worth clients. CAS provides full and dedicated support to the Client Advisor and Wealth Advisor teams across all corporate Offices. The Asset Transfer Group will be housed in the CAS Department as value-added service being made available for the client & wealth advisor teams. The successful applicant will enjoy the opportunity to grow with an established yet expanding division of a growing middle office. As an Asset Analyst, you will dedicate your time to the processing of both incoming and outgoing client account transfer requests. This position aims to assist internal client management teams with the expedient receipt/delivery of assets.

Primary Responsibilities:

Obtain necessary transfer documentation from Client Advisors including transfer authorization forms, recent account statements, re-registration paperwork if applicable, etc.).
Perform a detailed review of expected assets to determine the most appropriate transfer method.
Coordinate with various contra-firms to identify any additional documents/action steps required to complete the transfer.
Liaise with the internal Custody Department.
Prepare any additional documentation to submit transfer requests (cover letters, delivery instructions, letters of authorization, etc.).
Proactively follow up with the contra-firms to resolve any issues and ensure all assets are received.
Provide frequent updates to the Client/Wealth Advisory teams as to the status of each transfer.
Assist in the retrieval of tax cost information if it is not received from the contra-firm within the regulatory time period.

Qualifications:

Bachelor's degree
Knowledge of ACATS vs. Non-ACATS, DTC & DRS preferred
Proficiency with Microsoft Excel
Ability to build and sustain strong relationships with internal associates as well as contacts at contra-firms

Meet Your Recruiter

David Glickman

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About Woodbridge, NJ

Ready to embark on a fulfilling career journey in Woodbridge, New Jersey? This vibrant area nestled in Middlesex County is brimming with job opportunities and endless possibilities for professional growth. From the picturesque landscapes of Merrill Park to the bustling atmosphere of Woodbridge Center Mall, there's something for everyone in this thriving community. Take a stroll through the artsy Downtown Woodbridge and catch a show at the historic State Theatre. Indulge in a delicious slice of Woodbridge's famous pizza or explore the diverse culinary scene that lines Main Street. Join our team and discover why Woodbridge is not just a place to work, but a place to thrive. Explore our job listings today and kickstart your career in this charming and bustling region!
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Drew Anson

Chief Delivery Officer

Drew Anson is Chief Delivery Officer at Phaxis, a Workforce Solutions Company based in New York.

In this role, Drew leads the delivery and recruiting working closely with the leadership team to define a model that is efficient at supporting the firm s current needs and is scalable for future growth.

Drew is a seasoned executive with more than 13 years of Services & Recruitment experience. In that time, he has supported numerous Fortune 100/500/1000 organizations across industries by providing global workforce solutions, namely resources and thought leadership for large-scale projects, implementations, and managed services.

Prior to joining Phaxis predecessor firm Park Hudson in 2021, Drew spent three years at engineering technology and talent solutions firm, Collabera, as Director of Sales in North Carolina. Earlier in his career, he spent nearly eight years at Insight Global, most recently as Sales Manager of the Columbus, OH office.

He holds a degree from Central Michigan University in Sales & Marketing.

Favorite Book: Extreme Ownership Jocko Willink & Leif Babin
Favorite Team: Michigan Wolverines
Inspirational Quote: There is no substitute for hard work. Thomas A. Edison