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Account Transfer Administrator Jobs (NOW HIRING)

$21.50 - $29/hr

The Account Administrator is responsible for Yardi record keeping including receivables ... transfer, leaves of absence, compensation and training.

$21.50 - $29/hr

The Account Administrator is responsible for Yardi record keeping including receivables ... transfer, leaves of absence, compensation and training.

$21.50 - $29/hr

The Account Administrator is responsible for Yardi record keeping including receivables ... transfer, leaves of absence, compensation and training.

Account Administrator

Brea, CA ยท On-site

$20.75 - $28/hr

The Account Administrator is responsible for Yardi record keeping including receivables ... transfer, leaves of absence, compensation and training.

$21.50 - $29/hr

The Account Administrator is responsible for Yardi record keeping including receivables ... transfer, leaves of absence, compensation and training.

$21.50 - $29/hr

The Account Administrator is responsible for Yardi record keeping including receivables ... transfer, leaves of absence, compensation and training.

$21.50 - $29/hr

The Account Administrator is responsible for Yardi record keeping including receivables ... transfer, leaves of absence, compensation and training.

$21.50 - $29/hr

The Account Administrator is responsible for Yardi record keeping including receivables ... transfer, leaves of absence, compensation and training.

$21.50 - $29/hr

The Account Administrator is responsible for Yardi record keeping including receivables ... transfer, leaves of absence, compensation and training.

$21.50 - $29/hr

The Account Administrator is responsible for Yardi record keeping including receivables ... transfer, leaves of absence, compensation and training.

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Account Transfer Administrator information

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$16

$23

$33

How much do account transfer administrator jobs pay per hour?

As of Sep 11, 2026, the average hourly pay for account transfer administrator in the United States is $23.50, according to ZipRecruiter salary data. Most workers in this role earn between $19.23 and $25.96 per hour, depending on experience, location, and employer.

What is the difference between Account Transfer Administrator vs Account Specialist?

AspectAccount Transfer AdministratorAccount Specialist
CredentialsTypically requires basic financial or administrative certificationsOften requires similar certifications, with additional customer service training
Work EnvironmentPrimarily office-based, handling transfer processes and documentationOffice or call center, focusing on account management and customer interactions
Employer & Industry UsageFinancial institutions, banks, credit unionsBanking, financial services, and customer support sectors

While both roles involve working with accounts in financial settings, the Account Transfer Administrator primarily manages account transfer processes and documentation, whereas the Account Specialist handles broader account management and customer service tasks. The roles often overlap in credentials and work environment but differ in daily responsibilities and focus areas.

What is the role of the account transfer administrator?

An account transfer administrator manages the process of transferring client or customer accounts between systems or departments, ensuring data accuracy and compliance. They often coordinate with IT and customer service teams, utilize transfer tools, and verify successful completion of transfers to maintain account integrity.

What cities are hiring for Account Transfer Administrator jobs?

Cities with the most Account Transfer Administrator job openings:

What are popular job titles related to Account Transfer Administrator jobs?

For Account Transfer Administrator jobs, the most frequently searched job titles are:

Trust Administrator

Wilmington, DE โ€ข On-site

Full-time

Re-posted 17 days ago


Job description

Trust Administrator – Fiduciary Administrator

Wilmington, DE

ISC’s team of Financial Services Recruiters is partnering with a prominent and growing global investment firm. The firm specializes in providing customized global investment management and investment advisory services to their clients – Ultra-High Net Worth individuals, families, trusts, foundations, and endowments.


The Firm is seeking a talented Trust/Fiduciary Administrator for their Trust team. The role offers tremendous long-term career development and continued growth opportunities as they continue to expand. The Trust Administrator will be instrumental in reading, interpreting, and administering Trusts for UHNW clients. This individual will partner with the Fiduciary Counsel team on sophisticated wealth planning strategies including trust & estate planning and oversight.


Qualifications:

  • Bachelor’s degree required.
  • Ideally this person is in process of completing or holds the Certified Trust and Financial Advisor (CTFA) designation, however, not required.
  • Minimum of 3 years of estate and trust administration experience.
  • Requires knowledge of personal trust, IRAs, estates, and official guardianship administration.
  • Hands on experience with UHNW Clients.


Rewards:

  • Rapidly growing and well-established organization.
  • Growth opportunity to work with complex trusts. 
  • Competitive total compensation program inclusive of base salary, bonus, and profit sharing with excellent benefits.
  • Rewarding culture and team within a client focused, family-oriented firm.

 

Core Responsibilities:

  • Providing complete administration of personal trust accounts for moderately to complex situations.
  • Represents the Firm in contact with Ultra High Net Worth Clients, outside counsel, CPA’s and other outside parties.
  • Administers assigned personal accounts, studies and analyzes the trust instrument and determines and adheres to the responsibilities, duties, and terms of the governing trust document.
  • Calculates principal and income statements.
  • Calculate Annual CRT, Unitrust, and Power to adjust distributions.
  • Monitors account activity ensuring compliance with established policies, procedures, rules, and regulations.
  • Partners with Senior Trust Officer and Fiduciary Counsel on more complex problems and situations
  • Obtains appropriate documentation on accounts ensuring client accounts are up to date.
  • Authorizes payments from accounts, considers tax liabilities, and recommends/approves discretionary payments.
  • Contact clients with required minimum distributions from IRAs and order distributions as well as other distributions from IRAs.
  • Open, collect assets, and tax information for custody accounts. Transfer cash and assets as requested.
  • Initiate and monitor asset transfers.
  • Maintain and review fees and ensure client billing is correct. Additionally, maintain internal reviews of all accounts and coordinate with Fiduciary Counsel and Investment Advisors as needed.


How to Apply:

Please contact Lisa Finch, lisaf@iscjobs.com, 888-771-1488