Custodian Relationship Intern
Core
Manage authorization letters and data-sharing requests between the company and financial custodians, ensuring accurate tracking and timely resolution.
Role type
Operations Intern (Admin & Operations)
Builds
Internal tracking tool (Tramoia) and data-sharing workflows for wealth management clients
Domain
Fintech / Wealth Management
Deliverable
client delivery
Required skills
Data management, email communication, process adherence, documentation handling, operational monitoring
Preferred skills
Administrative experience, finance background
Technologies
Tramoia (internal tracking tool)
Responsibilities
Monitor and follow up on active data-sharing requests with custodians, manage email correspondence regarding operational questions, update internal tracking tool status, coordinate documentation exchange, verify data sharing activation, resolve standard operational cases
Seniority
Intern