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Asset Transfer Associate Jobs in Florida (NOW HIRING)

UFP Industries

Fleet Administrator

Bartow, FL · On-site

... with asset transfer processes and documentation * Generate and monitor operational reports ... High School Diploma or equivalent (Associate or Bachelor's degree preferred) * 2+ years of ...

UFP Industries

Fleet Administrator

Bartow, FL

... with asset transfer processes and documentation * Generate and monitor operational reports ... High School Diploma or equivalent (Associate or Bachelor's degree preferred) * 2+ years of ...

Vodia Ventures

Client Service Associate

West Palm Beach, FL · On-site

$70K - $90K/yr

Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm ... Manage cash balances and daily asset transfers in accounts * Plan and manage new account onboarding ...

Intermex Wire Transfer

Staff Accountant

Miami, FL · On-site +1

$52K - $69K/yr

About Us Intermex Wire Transfer (NASDAQ: IMXI) is a dynamic, fast-paced, and innovative fintech ... Monitors fixed assets accounting and record keeping. * Participates in the consolidation and ...

Intermex Wire Transfer

Staff Accountant

Miami, FL · On-site +1

$52K - $69K/yr

About Us Intermex Wire Transfer (NASDAQ: IMXI) is a dynamic, fast-paced, and innovative fintech ... Monitors fixed assets accounting and record keeping. * Participates in the consolidation and ...

Intermex Wire Transfer

Staff Accountant

Miami, FL · On-site

$52K - $69K/yr

About Us Intermex Wire Transfer (NASDAQ: IMXI) is a dynamic, fast-paced, and innovative fintech ... Monitors fixed assets accounting and record keeping. * Participates in the consolidation and ...

Percy Towers

Trusts and Estates Attorney

Naples, FL

$215K - $325K/yr

Senior Private Client Advocate | Trusts & Estates Associate Practice Area: Sophisticated Wealth ... asset protection vehicles, and specialized tax-efficient transfer documents. ⨖ Overseeing the ...

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Asset Transfer Associate information

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.

What are popular job titles related to Asset Transfer Associate jobs in Florida? For Asset Transfer Associate jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Asset Transfer Associate jobs in Florida look for? The top searched job categories for Asset Transfer Associate jobs in Florida are:
Asset Transfer Associate jobs near you
Fleet Administrator

Fleet Administrator

UFP Industries

Bartow, FL • On-site

Full-time

Posted 11 days ago

UFP Industries rating

7.2

Company rating: 7.2 out of 10

Based on 83 frontline employees who took The Breakroom Quiz

329th of 520 rated manufacturers

Job description

Job Summary
The Fleet Administrator plays a critical role in supporting fleet and maintenance operations by managing administrative workflows, financial processes, and system coordination. This position ensures accuracy, timeliness, and consistency across invoicing, vendor management, reporting, and operational procedures. The role enables leadership and Fleet Equipment Managers (FEMs) to focus on strategic priorities by improving efficiency, compliance, and process standardization
Principal Duties and Responsibilities
  • Manage end-to-end invoice workflows, including resolving invoices not entered into MSR and tracking invoices aging beyond seven days
  • Ensure timely and accurate invoice processing and payment coordination
  • Enter invoices into Samsara and maintain proper expense coding
  • Coordinate maintenance-related pre-approvals between Samsara and MSR
  • Set up vendors, complete credit applications, and maintain vendor records
  • Manage inventory levels and coordinate ordering of supplies for facilities and FEMs
  • Maintain schedules, records, and qualification data within Samsara
  • Monitor tracker communication to ensure asset visibility and performance
  • Assist with asset transfer processes and documentation
  • Generate and monitor operational reports including audits, tracker compliance, and special projects
  • Support development, documentation, and enforcement of Standard Operating Procedures (SOPs)
  • Identify process improvement opportunities to enhance efficiency and accuracy
  • Provide administrative coordination across fleet, maintenance, and finance teams
  • Participate in project work as required
  • Perform other duties as assigned

Qualifications
  • High School Diploma or equivalent (Associate or Bachelor's degree preferred)
  • 2+ years of transportation, fleet, or administrative operations experience preferred
  • Experience with fleet management systems (e.g., Samsara, MSR) strongly preferred
  • Proficiency in Microsoft Office, especially Excel
  • Strong organizational skills and attention to detail
  • Ability to manage multiple priorities in a fast-paced environment
  • Strong communication and problem-solving skills
  • Basic understanding of supply chain and logistics operations

The Company is an Equal Opportunity Employer.

What UFP Industries employees say

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About UFP Industries

Sourced by ZipRecruiter

Universal Forest Products, Inc., is a U.S.-based global corporation that finds reward in its roots and its hard-earned success. Founded in 1955 as a supplier of lumber to the manufactured housing industry, Universal today is a multibillion-dollar holding company with subsidiaries around the globe that serve three robust markets: retail, industrial and construction. Since 1993, Universal has been publicly traded (Nasdaq: UFPI). We re headquartered in Grand Rapids, Michigan.

Industry

Wood product manufacturing

Company size

10,000+ Employees

Headquarters location

Grand Rapids, MI, US

Year founded

1955

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