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Transfer of Assets Administrator

Beacon Hill · Commercial & Professional Services
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Job Description:
To Apply for this Job Click Here This 3+ month contract Transfer of Assets Administrator opportunity offers $25/hour with a leading financial services organization in Waltham, MA. The position is hybrid, working onsite Monday, Tuesday, and Thursday and remotely Wednesday and Friday in Waltham, MA. Hours are 9:00 AM – 5:00 PM. The role requires a detail-oriented and customer-focused professional to support account transfer operations and administrative processes in a fast-paced environment. Interviews and start date are targeted ASAP. Responsibilities: Review incoming transfer requests for advisor offices joining the organization and process them in a timely manner Review incoming transfer correspondence from the back-office team and verify relevant transfer information Contact contra firms to obtain transfer requirements and status updates Maintain accuracy while processing high volumes of transfer-related transactions Track and document transfer activity as needed Communicate effectively with internal teams and external firms Support account transfer operations and administrative workflows Perform additional duties and special projects as assigned Qualifications: Ability to perform repetitive clerical and administrative tasks with accuracy Strong verbal and written communication skills Excellent customer service skills Strong attention to detail Ability to manage multiple tasks and priorities simultaneously Self-motivated with the ability to work independently Comfortable working in a high-volume processing environment Prior administrative, operations, financial services, or transfer processing experience preferred Qualified candidates are encouraged to apply for immediate consideration. A1473961SO_1789415114 To Apply for this Job Click Here