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Asset Transfer Associate Jobs in Illinois (NOW HIRING)

Yudell and Lonoff, LLC

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Estate Administration Paralegal

Northfield, IL · On-site

$75K - $90K/yr

Prepare asset transfer and distribution documentation, including beneficiary designation claim ... Associate degree, bachelor's degree, or paralegal certificate preferred if fewer than 5 years ...

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Yudell and Lonoff, LLC

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Estate Administration Paralegal

Waukegan, IL · On-site

$75K - $90K/yr

Prepare asset transfer and distribution documentation, including beneficiary designation claim ... Associate degree, bachelor's degree, or paralegal certificate preferred if fewer than 5 years ...

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Yudell and Lonoff, LLC

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Estate Administration Paralegal

Chicago, IL · On-site

$75K - $90K/yr

Prepare asset transfer and distribution documentation, including beneficiary designation claim ... Associate degree, bachelor's degree, or paralegal certificate preferred if fewer than 5 years ...

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Yudell and Lonoff, LLC

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Estate Administration Paralegal

Bannockburn, IL · On-site

$75K - $90K/yr

Prepare asset transfer and distribution documentation, including beneficiary designation claim ... Associate degree, bachelor's degree, or paralegal certificate preferred if fewer than 5 years ...

New

ECG Resources

Client Service Associate

Chicago, IL · Hybrid

$15 - $20.50/hr

Established Multi-Family Office seeks a Client Service Associate to service their UHNW clients by ... Monitor cash, execute money/asset transfers, wires, gifting, and investment trading activities

ECG Resources

Client Service Associate

Chicago, IL · Hybrid

$15 - $20.50/hr

Established Multi-Family Office seeks a Client Service Associate to service their UHNW clients by ... Monitor cash, execute money/asset transfers, wires, gifting, and investment trading activities

Trova Search

ETL Developer

Hinsdale, IL · On-site

$51.25 - $67/hr

... assets that support reporting, analytics, and operational needs. Data Engineering & Pipeline ... Microsoft Certified: Azure Data Engineer Associate * Databricks Certified Data Engineer

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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 is an asset transfer associate?

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 Illinois? For Asset Transfer Associate jobs in Illinois, the most frequently searched job titles are:
What job categories do people searching Asset Transfer Associate jobs in Illinois look for? The top searched job categories for Asset Transfer Associate jobs in Illinois are:
What cities in Illinois are hiring for Asset Transfer Associate jobs? Cities in Illinois with the most Asset Transfer Associate job openings:
Asset Transfer Associate jobs near you

Estate Administration Paralegal

Yudell and Lonoff, LLC

Northfield, IL • On-site

$75K - $90K/yr

Full-time

Medical, Retirement, PTO

Posted 3 days ago

New

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Job description

We are seeking a detail-oriented, and experienced Estate Administration Paralegal to support our estate and trust administration practice. You will work closely with attorneys across all phases of probate, trust settlement, and estate administration, often serving as a primary point of contact for clients, beneficiaries, and courts during sensitive times.

Key Responsibilities

  • Probate Management: Track probate matters from filing through closing, including court deadlines, claims periods, and required filings; maintain case calendars and flag upcoming deadlines to attorneys.
  • Document Drafting: Draft pleadings, motions, affidavits, and waivers; file court documents per judicial procedures.
  • Asset Administration: Prepare asset transfer and distribution documentation, including beneficiary designation claim forms and stock transfer forms (e.g., Computershare and other transfer agents).
  • Account Tracking: Prepare estate and trust accounting documents, including inventories, correspondence requesting account statements, periodic and annual accountings, plans of distribution, and beneficiary receipts.
  • Client Relations: Provide empathetic, professional updates to clients and third parties.
  • Perform additional duties as assigned.

Job Qualifications

  1. Minimum 2 years of estate or trust administration experience; real estate experience a plus.
  2. Associate degree, bachelor's degree, or paralegal certificate preferred if fewer than 5 years' experience.
  3. Proficient with Microsoft Office Suite or related software.
  4. Exceptional organization and attention to detail; sound judgment and discretion with confidential matters; strong time management and ability to meet deadlines.

Company Description

We are a majority women-owned, boutique law firm in Northfield, Illinois, concentrating on estate planning, guardianships, and estate and trust administration. Our attorneys provide sophisticated counsel in estate, gift, and income tax planning and estate and trust litigation, with close attention to family dynamics and a compassionate approach to every client relationship.