Transfer of Assets Administrator

1 month ago


Waltham, United States Planet Professional Full time

Transfer of Assets Administrator

3-6 Month Contract with Permanent Potential

Office Location: Waltham, MA

Schedule: 5 days/week onsite

Hours: 8:30-5:30

Industry: Financial Services

Must have:

*Bachelor's Degree

*Experience using MS Office Suite

*Internship experience within Financial Services


Transfer of Assets Administrator

In this role you will be responsible for a variety of important administrative tasks to help keep our team running smoothly and effectively.


Key Responsibilities

- Reviewing incoming transfer requests for advisor offices joining the team and processing in a timely manner

- Reviewing incoming transfer correspondence from our back office, National Financial Services and verifying relevant information related to the request

- Placing calls to contra firms to inquire about firm requirements and transfer status

- Potential for other duties as needed


Core strengths

- Able to process high volume of repetitive tasks with accuracy

- Self-motivated

- Strong verbal and written communication skills

- Able to handle several tasks at once and switch gears when needed

- Attention to detail



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