Transfer of Assets Administrator

2 weeks 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



  • Waltham, United States Planet Professional Full time

    Transfer of Assets Administrator3-6 Month Contract with Permanent PotentialOffice Location: Waltham, MASchedule: 5 days/week onsiteHours: 8:30-5:30Industry: Financial Services Must have: *Bachelor's Degree*Experience using MS Office Suite*Internship experience within Financial Services Transfer of Assets AdministratorIn this role you will be responsible for...


  • Waltham, United States Planet Professional Full time

    Transfer of Assets Administrator3-6 Month Contract with Permanent PotentialOffice Location: Waltham, MASchedule: 5 days/week onsiteHours: 8:30-5:30Industry: Financial Services Must have: *Bachelor's Degree*Experience using MS Office Suite*Internship experience within Financial Services Transfer of Assets AdministratorIn this role you will be responsible for...


  • Waltham, United States FM Global Gruppe Full time

    FM Global is a leading property insurer of the world's largest businesses, providing more than one-third of FORTUNE 1000-size companies with engineering-based risk management and property insurance solutions. FM Global helps clients maintain continuity in their business operations by drawing upon state-of-the-art loss-prevention engineering and research;...


  • Waltham, United States Factory Mutual Insurance Company Full time

    Overview : FM Global is a leading property insurer of the world's largest businesses, providing more than one-third of FORTUNE 1000-size companies with engineering-based risk management and property insurance solutions. FM Global helps clients maintain continuity in their business operations by drawing upon state-of-the-art loss-prevention engineering and...


  • Waltham, United States FM Global Full time

    FM Global is a leading property insurer of the world's largest businesses, providing more than one-third of FORTUNE 1000-size companies with engineering-based risk management and property insurance solutions. FM Global helps clients maintain continuity in their business operations by drawing upon state-of-the-art loss-prevention engineering and research;...


  • Waltham, United States Factory Mutual Insurance Company Full time

    Overview : FM Global is a leading property insurer of the world's largest businesses, providing more than one-third of FORTUNE 1000-size companies with engineering-based risk management and property insurance solutions. FM Global helps clients maintain continuity in their business operations by drawing upon state-of-the-art loss-prevention engineering and...


  • Waltham, United States Group1001 Full time

    Group 1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001's culture emphasizes the importance of collaboration, communication, core business focus, risk...


  • Waltham, MA, United States Factory Mutual Global Full time

    Overview FM Global is a leading property insurer of the world's largest businesses, providing more than one-third of FORTUNE 1000-size companies with engineering-based risk management and property insurance solutions. FM Global helps clients maintain continuity in their business operations by drawing upon state-of-the-art loss-prevention engineering and...


  • Waltham, Massachusetts, United States Factory Mutual Insurance Company Full time

    Overview : FM Global is a leading property insurer of the world's largest businesses, providing more than one-third of FORTUNE 1000-size companies with engineering-based risk management and property insurance solutions. FM Global helps clients maintain continuity in their business operations by drawing upon state-of-the-art loss-prevention engineering and...

  • Jr. Accountant

    2 weeks ago


    Waltham, United States Softworld Inc Full time

    Job Title: Jr. Accountant (General Ledger & Treasury) Job Location: Waltham, MA (Hybrid: Must be comfortable with 1-2 days/ week onsite) Onsite Requirements: Basic Accounting Skills/ Knowledge Treasury exposure Cash Application experience. Job Description: The Client is seeking a motivated, detail-oriented and organized entry-level Accountant to join...

  • Jr. Accountant

    1 week ago


    Waltham, United States Softworld Full time

    Job Title: Jr. Accountant (General Ledger & Treasury) Job Location: Waltham, MA (Hybrid: Must be comfortable with 1-2 days/ week onsite) Onsite Requirements: Basic Accounting Skills/ Knowledge Treasury exposure Cash Application experience. Job Description: The Client is seeking a motivated, detail-oriented and organized entry-level Accountant to join our...


  • Waltham, United States The Cranberry Country Chamber of Commerce Full time

    Overview Benefits Administrator Join a dynamic Human Resources Department comprised of an amazing group of talented individuals who are real team players. We work hard and have fun! The Benefits Administrator will be a key contributor on the Benefits Team. In return, we offer a positive, collaborative working environment, opportunities for you to grow your...


  • Waltham, Massachusetts, United States ServiceNow Full time

    Job DescriptionPreparation and submission of quotations, including price creation, margin review and trackingPerform Contract Review and manage customer Scheduling Agreements/amendments (Price changes) and contractsManage pricing files, and analysis, surcharge and rebate agreementsReview and process account adjustmentsManage part number files, create BOM and...


  • Waltham, Massachusetts, United States Factory Mutual Insurance Company Full time

    Overview : Hobbs Brook Real Estate LLC is an innovative commercial real estate leader with a portfolio of forward-thinking, sustainable properties in the United States and Singapore. Shaping the market since 1952, the company acquires, develops, manages, and serves as a valued partner to a variety of stakeholders. Hobbs Brook Real Estate (HBRE) brings unique...

  • Jr. Accountant

    7 days ago


    Waltham, MA, United States Softworld Inc Full time

    Job Title: Jr. Accountant (General Ledger & Treasury) Job Location: Waltham, MA (Hybrid: Must be comfortable with 1-2 days/ week onsite) Onsite Requirements: Basic Accounting Skills/ Knowledge Treasury exposure Cash Application experience. Job Description: The Client is seeking a motivated, detail-oriented and organized entry-level Accountant to join our...


  • Waltham, United States Talent Groups Full time

    HR Operations CoordinatorOnsite 3 days/week in Waltham, MA6 month contract to startJob DescriptionOur client is seeking an experienced HR Operations Coordinator to join the Human Resources team at our Waltham, MA location, expected to work onsite a minimum of three days per week.Reports to: Vice President, HR Operations & TechnologyDuties and...


  • Waltham, United States City of Waltham Full time

    The city of Waltham is seeking qualified applicants for the position of Assistant City Solicitor to join its Law Department to provide legal counsel, representation, advocacy, prosecution, defense and litigation services. Under the general supervision of the City Solicitor, this position will require defending the city in state and federal courts and will...


  • Waltham, Massachusetts, United States City of Waltham Full time

    The city of Waltham is seeking qualified applicants for the position of Assistant City Solicitor to join its Law Department to provide legal counsel, representation, advocacy, prosecution, defense and litigation services. Under the general supervision of the City Solicitor, this position will require defending the city in state and federal courts and will...


  • Waltham, United States Long Island Community Hospital Full time

    The Massachusetts Medical Society (MMS) is the statewide professional association for physicians and medical students, supporting 25,000 members. We are dedicated to educating and advocating for the physicians of Massachusetts and patients locally and nationally. A leadership voice in health care, the MMS contributes physician and patient perspectives to...


  • Waltham, Massachusetts, United States Dragonfly Therapeutics Full time

    Downstream Development EngineerDragonfly Therapeutics seeks an Associate Engineer, Downstream who brings enthusiasm, intellectual curiosity, scientific rigor and a desire to help drive novel biologics programs. The candidate must be independent, goal-oriented, flexible, and able to work efficiently across multiple projects. We are searching for enthusiastic,...