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Asset Transfer Associate Jobs (NOW HIRING)

Asset Associate

Thousand Oaks, CA · On-site

$26 - $28/hr

The Asset Associate is primarily responsible for assisting the Asset Management Team as required, identifying/preparing the daily transfer plus shuttle needs while looking for opportunities to ...

... and asset transfer activities as well as providing training and guidance to all levels of brokerage industry associates. The team provides direct support to Wells Fargo Advisors (WFA) business ...

Asset Associate

Thousand Oaks, CA · On-site

$26 - $28/hr

The Asset Associate is primarily responsible for assisting the Asset Management Team as required, identifying/preparing the daily transfer plus shuttle needs while looking for opportunities to ...

... and asset transfer activities as well as providing training and guidance to all levels of brokerage industry associates. The team provides direct support to Wells Fargo Advisors (WFA) business ...

... and asset transfer activities as well as providing training and guidance to all levels of brokerage industry associates. The team provides direct support to Wells Fargo Advisors (WFA) business ...

... and asset transfer activities as well as providing training and guidance to all levels of brokerage industry associates. The team provides direct support to Wells Fargo Advisors (WFA) business ...

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Asset Transfer Associate information

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How much do asset transfer associate jobs pay per hour?

As of Jul 16, 2026, the average hourly pay for asset transfer associate in the United States is $20.94, according to ZipRecruiter salary data. Most workers in this role earn between $15.87 and $21.15 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an Asset Transfer Associate, and why are they important?

To thrive as an Asset Transfer Associate, you need strong analytical skills, attention to detail, and a solid understanding of financial operations, often supported by a degree in finance or related fields. Familiarity with transfer agency systems, custodial platforms, and industry-standard software like Excel is highly beneficial, and certifications such as FINRA Series 6 or 63 may be required. Excellent organizational skills, clear communication, and the ability to manage multiple priorities efficiently help you stand out in this role. These skills ensure accurate, timely, and compliant processing of asset transfers, which is critical for client satisfaction and regulatory adherence.

What are the typical daily responsibilities of an Asset Transfer Associate, and how do they collaborate with other teams?

An Asset Transfer Associate is primarily responsible for managing the movement of client assets, such as securities and funds, between accounts or institutions. Daily tasks include processing transfer requests, verifying documentation, resolving discrepancies, and ensuring compliance with regulatory requirements. Asset Transfer Associates often collaborate closely with client service teams, operations, and compliance departments to ensure smooth and accurate transfers. Strong attention to detail and effective communication skills are essential for successfully navigating the fast-paced environment and meeting client expectations.

What are Asset Transfer Associates?

Asset Transfer Associates are professionals responsible for facilitating the transfer of financial assets, such as securities, funds, or property, between accounts or parties. They ensure all documentation is accurate and compliant with regulations, coordinate with clients and financial institutions, and troubleshoot any issues that arise during the transfer process. Their role is essential for maintaining the integrity and efficiency of transactions within banks, investment firms, or asset management companies.

What is the difference between Asset Transfer Associate vs Asset Management Coordinator?

AspectAsset Transfer AssociateAsset Management Coordinator
Required CredentialsTypically a bachelor's degree in finance, business, or related fieldSimilar educational background, often with additional certifications like CMA or CFA
Work EnvironmentFinancial institutions, asset transfer departments, corporate financeAsset management firms, investment companies, financial services
Employer & Industry UsageUsed in banking, corporate finance, and asset transfer rolesCommon in asset management and investment firms
Search & Comparison IntentPeople comparing roles related to asset transfer and handlingIndividuals exploring asset management or coordination roles

The Asset Transfer Associate primarily focuses on executing asset transfers, ensuring compliance, and managing transfer documentation. The Asset Management Coordinator handles broader asset oversight, client communication, and portfolio support. While both roles require financial knowledge and similar credentials, the Associate is more transaction-focused, whereas the Coordinator emphasizes asset oversight and client interaction.

More about Asset Transfer Associate jobs
What cities are hiring for Asset Transfer Associate jobs? Cities with the most Asset Transfer Associate job openings:
What states have the most Asset Transfer Associate jobs? States with the most job openings for Asset Transfer Associate jobs include:
Infographic showing various Asset Transfer Associate job openings in the United States as of July 2026, with employment types broken down into 84% Full Time, 14% Part Time, and 2% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $43,555 per year, or $20.9 per hour.
Investments Asset Transfer Processor - Pennington, NJ

Investments Asset Transfer Processor - Pennington, NJ

Bank of America

Pennington, NJ • On-site

$17.75 - $20.50/hr

Other

This job post has expired 1 day ago. Applications are no longer accepted.


Bank Of America rating

8.2

Company rating: 8.2 out of 10

Based on 520 frontline employees who took The Breakroom Quiz

44th of 149 rated banks


Job description

Investments Asset Transfer Processor - Pennington, NJ

Pennington, New Jersey

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Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Enterprise Job Description :

The Investments Asset Transfer Processor is responsible for providing business support to Bank of America / Merrill clients and internal partners with incoming and outgoing money and asset transfer requests. This role provides a high level of dedicated support in an effective and efficient manner for the assigned area's internal business partners, associates and clients. Daily responsibilities include document review and processing, email communication to internal partners and outbound calls to client's or contra parties all while, keeping a high risk and fraud prevention mindset to ensure the security of client accounts and to minimize risk/loss to the company. The role's core responsibilities require strong communication and time management Qualifications, impeccable accuracy, and attention to detail. Additionally, a strong commitment to risk management, customer satisfaction, and professional work ethic is expected. For incomplete transaction requests, resolution is required either via outbound client or company contact or written correspondence, depending on the type of transaction and what information is missing.

Responsibilities:

  • Processes transactions according to established procedures and prescribed processes

  • Demonstrates operational discipline while handling routine and standard operational functions

  • Covers one or more operations functional areas, such as analyses, report generation, opening new accounts, trade processing, payment processing, and data entry

  • Assists with phone calls, email boxes, and processing queues

Required Qualifications :

  • Problem Solving and Decision-Making Qualifications: Ability to think analytically and effectively manage risk using strong research Qualifications, applying best practices and leveraging past experiences to resolve problems

  • Initiative: Willingness and ability to play an active role in identifying and implementing process improvements as well as a willingness to help others

  • Strong ownership and resolution Qualifications

  • Good organizational and time management Qualifications

  • Provide top-level service support and education to clients and partners through different means of communication

  • Detail Oriented- Must be able complete tasks with minimal errors

  • Demonstrate a cooperative, professional, and positive work demeanor

  • Exceptional critical thinking / problem solving Qualifications to immediately address escalated client issues

Desired Qualifications :

  • Operations processing experience

  • Customer Service experience

  • Experience with money movement transactions

  • Ability to multi-task

  • Highly motivated self-starter who can set goals and accomplish tasks with minimal supervision

  • Able to adapt to changing environment while meeting metric requirements

  • Apply sound judgment in making decisions

Skills:

  • Account Management

  • Adaptability

  • Customer and Client Focus

  • Data Collection and Entry

  • Process Effectiveness

  • Active Listening

  • Continuous Improvement

  • Customer Service Management

  • Data Quality Management

  • Result Orientation

  • Attention to Detail

  • Business Operations Management

  • Business Process Analysis

  • Critical Thinking

  • Process Management

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

View your "Know your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf) " poster.

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.


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About Bank Of America

Sourced by ZipRecruiter

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

Year founded

1998

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