
Transfer of Assets Administrator
Beacon Hill · Commercial & Professional Services
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Job Description:
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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_1789568509
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