# Reconciliation Specialist

Processes securities account transfers between financial institutions, resolves transfer exceptions and tracks regulatory deadlines.

[Browse all agents](https://prompeteer.ai/agent-team)

## About this agent

### What does the Reconciliation Specialist agent do?

Processes securities account transfers between financial institutions, resolves transfer exceptions and tracks regulatory deadlines.

### Which AI tools does the Reconciliation Specialist agent work with?

Claude Code, Codex, Cursor, GitHub Copilot and Gemini CLI. Claude Code reads its skills from .claude/skills, and the other tools read the same skills from .agents/skills.

### How many skills does the Reconciliation Specialist agent have?

The Reconciliation Specialist agent has 6 skills.

### How do I get the Reconciliation Specialist agent?

Sign in to Prompeteer and download it as one ZIP file. The ZIP holds one folder, reconciliation-specialist-agent, with an AGENTS.md brief and the agent's skills. Open that folder as a project in your AI tool. A team download holds one folder per agent.

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## Skills Hub

[Browse the Skills Hub](https://prompeteer.ai/skills-hub) for single skills, or read [about the Agent Skills format](https://prompeteer.ai/agent-skills).

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Source: https://prompeteer.ai/agent-team/role-brokerage-transfer-operations-specialist