Preparation of account transfer paperwork and verification of asset transfer eligibility * Ensure timely completion of account transfers and other paperwork processing * Frequent communication with ...
Preparation of account transfer paperwork and verification of asset transfer eligibility * Ensure timely completion of account transfers and other paperwork processing * Frequent communication with ...
Exempt The Associate, Portfolio Execution will support commercial activities related to build-transfer agreement ("BTA") contracting for utility-scale energy generating assets. Working as a member of ...
Exempt The Associate, Portfolio Execution will support commercial activities related to build-transfer agreement ("BTA") contracting for utility-scale energy generating assets. Working as a member of ...
Client Service Associate
Port Barrington, IL · 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 ...
Client Service Associate
Port Barrington, IL · 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 ...
Associate General Counsel
Chicago, IL · On-site
... asset management and financing; * Manage complex agreements and contracts, including non-standard ... transfer tax issues; and * Assist in corporate insurance policy reviews and renewals. Associate ...
Associate General Counsel
Chicago, IL · On-site
... asset management and financing; * Manage complex agreements and contracts, including non-standard ... transfer tax issues; and * Assist in corporate insurance policy reviews and renewals. Associate ...
VP, Trust Officer
Barrington, IL · On-site
We employ approximately 300 associates and are responsible for more than $25+ billion of client ... Transfer cash and assets as requested. Sales Develop and maintain relationships with area lawyers ...
VP, Trust Officer
Barrington, IL · On-site
We employ approximately 300 associates and are responsible for more than $25+ billion of client ... Transfer cash and assets as requested. Sales Develop and maintain relationships with area lawyers ...
We employ approximately 300 associates and are responsible for more than $25+ billion of client ... Transfer cash and assets as requested. Sales Develop and maintain relationships with area lawyers ...
We employ approximately 300 associates and are responsible for more than $25+ billion of client ... Transfer cash and assets as requested. Sales Develop and maintain relationships with area lawyers ...
Associate General Counsel
Chicago, IL · On-site
$120 - $150/hr
Handling investor transfer requests, including performance of due diligence and negotiation of ... Providing support to the Asset Management Department and the Project Management Department by ...
Associate General Counsel
Chicago, IL · On-site
$120 - $150/hr
Handling investor transfer requests, including performance of due diligence and negotiation of ... Providing support to the Asset Management Department and the Project Management Department by ...
Investment Associate
Chicago, IL · On-site
Provide corporate support to Asset Management and Investment Management team members to assess ... recall, transfers, leaves of absence, compensation, training and other terms and conditions of ...
Investment Associate
Chicago, IL · On-site
Provide corporate support to Asset Management and Investment Management team members to assess ... recall, transfers, leaves of absence, compensation, training and other terms and conditions of ...
Client Service Associate
Chicago, IL · On-site
$15 - $20.50/hr
We are seeking a detail-oriented and client-focused Client Service Associate to deliver ... developing and implementing customized asset allocation and wealth transfer strategies
Client Service Associate
Chicago, IL · On-site
$15 - $20.50/hr
We are seeking a detail-oriented and client-focused Client Service Associate to deliver ... developing and implementing customized asset allocation and wealth transfer strategies
Sales Associate
$14 - $19/hr
... transfers and order fulfillment. Protect store assets and inventory through awareness of loss ... We as Lacoste associates must always ensure that all functions of our position are represented with ...
Sales Associate
$14 - $19/hr
... transfers and order fulfillment. Protect store assets and inventory through awareness of loss ... We as Lacoste associates must always ensure that all functions of our position are represented with ...
Sales Associate
$14 - $19/hr
... transfers and order fulfillment. Protect store assets and inventory through awareness of loss ... We as Lacoste associates must always ensure that all functions of our position are represented with ...
Sales Associate
$14 - $19/hr
... transfers and order fulfillment. Protect store assets and inventory through awareness of loss ... We as Lacoste associates must always ensure that all functions of our position are represented with ...
Sales Associate
Aurora, IL · On-site
$14 - $19/hr
... transfers and order fulfillment. Protect store assets and inventory through awareness of loss ... We as Lacoste associates must always ensure that all functions of our position are represented with ...
Sales Associate
Aurora, IL · On-site
$14 - $19/hr
... transfers and order fulfillment. Protect store assets and inventory through awareness of loss ... We as Lacoste associates must always ensure that all functions of our position are represented with ...
Sales Associate
$13.75 - $18.75/hr
... transfers and order fulfillment. Protect store assets and inventory through awareness of loss ... We as Lacoste associates must always ensure that all functions of our position are represented with ...
Sales Associate
$13.75 - $18.75/hr
... transfers and order fulfillment. Protect store assets and inventory through awareness of loss ... We as Lacoste associates must always ensure that all functions of our position are represented with ...
Sales Associate
Schaumburg, IL · On-site
$13.75 - $18.75/hr
... transfers and order fulfillment. Protect store assets and inventory through awareness of loss ... We as Lacoste associates must always ensure that all functions of our position are represented with ...
Sales Associate
Schaumburg, IL · On-site
$13.75 - $18.75/hr
... transfers and order fulfillment. Protect store assets and inventory through awareness of loss ... We as Lacoste associates must always ensure that all functions of our position are represented with ...
Sales Associate
Aurora, IL · On-site
$14 - $19/hr
... transfers and order fulfillment. Protect store assets and inventory through awareness of loss ... We as Lacoste associates must always ensure that all functions of our position are represented with ...
Sales Associate
Aurora, IL · On-site
$14 - $19/hr
... transfers and order fulfillment. Protect store assets and inventory through awareness of loss ... We as Lacoste associates must always ensure that all functions of our position are represented with ...
Sales Associate
Chicago, IL · On-site
$14.50 - $19.50/hr
... transfers and order fulfillment. Protect store assets and inventory through awareness of loss ... We as Lacoste associates must always ensure that all functions of our position are represented with ...
Sales Associate
Chicago, IL · On-site
$14.50 - $19.50/hr
... transfers and order fulfillment. Protect store assets and inventory through awareness of loss ... We as Lacoste associates must always ensure that all functions of our position are represented with ...
Sales Associate
$14 - $19/hr
... transfers and order fulfillment. Protect store assets and inventory through awareness of loss ... We as Lacoste associates must always ensure that all functions of our position are represented with ...
Sales Associate
$14 - $19/hr
... transfers and order fulfillment. Protect store assets and inventory through awareness of loss ... We as Lacoste associates must always ensure that all functions of our position are represented with ...
Sales Associate
$13.75 - $18.75/hr
... transfers and order fulfillment. Protect store assets and inventory through awareness of loss ... We as Lacoste associates must always ensure that all functions of our position are represented with ...
Sales Associate
$13.75 - $18.75/hr
... transfers and order fulfillment. Protect store assets and inventory through awareness of loss ... We as Lacoste associates must always ensure that all functions of our position are represented with ...
Sales Associate
$14.50 - $19.50/hr
... transfers and order fulfillment. Protect store assets and inventory through awareness of loss ... We as Lacoste associates must always ensure that all functions of our position are represented with ...
Sales Associate
$14.50 - $19.50/hr
... transfers and order fulfillment. Protect store assets and inventory through awareness of loss ... We as Lacoste associates must always ensure that all functions of our position are represented with ...
Sales Associate
Schaumburg, IL · On-site
$13.75 - $18.75/hr
... transfers and order fulfillment. Protect store assets and inventory through awareness of loss ... We as Lacoste associates must always ensure that all functions of our position are represented with ...
Sales Associate
Schaumburg, IL · On-site
$13.75 - $18.75/hr
... transfers and order fulfillment. Protect store assets and inventory through awareness of loss ... We as Lacoste associates must always ensure that all functions of our position are represented with ...
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?
| Aspect | Asset Transfer Associate | Asset Management Coordinator |
|---|---|---|
| Required Credentials | Typically a bachelor's degree in finance, business, or related field | Similar educational background, often with additional certifications like CMA or CFA |
| Work Environment | Financial institutions, asset transfer departments, corporate finance | Asset management firms, investment companies, financial services |
| Employer & Industry Usage | Used in banking, corporate finance, and asset transfer roles | Common in asset management and investment firms |
| Search & Comparison Intent | People comparing roles related to asset transfer and handling | Individuals 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:
Full-time
Medical, Dental, Vision, Life, Retirement
Re-posted 29 days ago
Job description
Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us.
Your role.
Your work will include, but not be limited to:
- Client Services Administration
- Deliver superior client service
- Serve as a liaison between internal staff, custodian, and others as needed
- Preparation of new account paperwork
- Preparation of paperwork for account changes
- Preparation of account transfer paperwork and verification of asset transfer eligibility
- Ensure timely completion of account transfers and other paperwork processing
- Frequent communication with custodians and internal staff
- Monitor and follow up on alerts
- Identify and communicate client service opportunities to internal professionals
- Assist with money movement activities
- General
- Adhere to PMFA policies and procedures
- Develop, document, and/or maintain process policies and procedures for department
- Frequent interaction with internal and external professionals
- Cross train and back up to other team members roles in operations
- Assist in testing and roll out of system upgrades, system integration and new technology
- Coordinate workload with other team members
- Review agreements and be familiar with terms to ensure paperwork is in compliance
- Self-review of tasks performed, including client deliverables
- Manage and prioritize tasks and workflows
- Serve as a liaison between advisors and the broader PMFA operations team
- Field questions related to client data, reports, or any items as a result of work
- Research and resolve issues related to client information
The qualifications.
- 2+ years administrative or investment industry experience required
- High School diploma or GED equivalent is required
- Client service orientation combined with creative problem-solving skills
- Strong written and oral communication skills
- Ability to work effectively as part of a team, yet function well with independent responsibilities; ability to successfully interact with clients and other professionals to effectively deliver quality professional services to clients
- Ability to thrive in a challenging and fast-paced environment characterized by interruptions and multiple demands with strict deadlines; high stress tolerance
This is a non-exempt position, so you may have to work hours that exceed the standard 40-hour work week.
What makes us different?
On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you'll see what makes us different: we're a relatively jerk-free firm (hey, nobody 's perfect) with a world-class culture, consistent recognition as one of Fortune Magazine's "100 Best Companies to Work For," and an endless array of opportunities.At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So,what are you waiting for? Apply now.
Plante Moran enjoys a "Workplace for Your Day" model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.
Plante Moran is committed to a diverse workplace.We strive to create a culture where each person feels accepted and valued. We believe that each person's ultimate potential begins with first acknowledging their inherent dignity. When we can recognize - and celebrate - our many human differences, we're able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work.Plante Moran is an Equal Opportunity Employer.
Plante Moran maintains a drug-free workplace.
Interestedapplicantsmust submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.
The specific statements above are not intended to be all-inclusive.
We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays, as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use. A pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time.
The compensation range reflects the base salary we reasonably expect to pay for this position across our offices in the following regions: CO, IL, OH, and MA. Please review theposition description for theapplicable geographic location. Generally, experienced hires are not hired at or near the maximum salary range, as compensation decisions take into account a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography. For early career roles, including campus hires, we offer standardized, market-based starting salaries among individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry-level talent.
Under Colorado's Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation.
The compensation range for this role in CO, IL, OH, and MA is: $24.95 - $33.87
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This application window is a good-faith estimate of the time that this posting will remain open. This deadline will be promptly updated if the deadline is extended.