ZipRecruiter

Log In

1

Asset Transfer Associate Jobs in Indiana (NOW HIRING)

Sanctuary Wealth Group LLC

Wealth Associate

Carmel, IN · On-site

$55K - $75K/yr

Description Wealth Associate Location: Carmel, IN (In-office, Mon-Fri) Compensation Package: $55 ... Manage client onboarding, account openings, and asset transfers end-to-end * Prepare customized ...

American Freight Furniture

Warehouse Associate

Evansville, IN · On-site

$15.25 - $18/hr

Protects Company assets by following company policies and direction for customer pick-up procedures ... transfer, demotion, layoff, separation, recruitment, pay and other forms of compensation, access to ...

American Freight

Warehouse Associate

Evansville, IN

$15.25 - $18/hr

Protects Company assets by following company policies and direction for customer pick-up procedures ... transfer, demotion, layoff, separation, recruitment, pay and other forms of compensation, access to ...

American Freight

Warehouse Associate

Fort Wayne, IN

$14.50 - $17/hr

Protects Company assets by following company policies and direction for customer pick-up procedures ... transfer, demotion, layoff, separation, recruitment, pay and other forms of compensation, access to ...

American Freight Furniture

Warehouse Associate

Fort Wayne, IN

$14.75 - $17.50/hr

Protects Company assets by following company policies and direction for customer pick-up procedures ... transfer, demotion, layoff, separation, recruitment, pay and other forms of compensation, access to ...

American Freight Furniture

Warehouse Associate

Fort Wayne, IN · On-site

$14.75 - $17.50/hr

Protects Company assets by following company policies and direction for customer pick-up procedures ... transfer, demotion, layoff, separation, recruitment, pay and other forms of compensation, access to ...

American Freight Furniture

Warehouse Associate

Fort Wayne, IN

$14.75 - $17.50/hr

Protects Company assets by following company policies and direction for customer pick-up procedures ... transfer, demotion, layoff, separation, recruitment, pay and other forms of compensation, access to ...

American Freight

Warehouse Associate

Evansville, IN · On-site

$15.25 - $18/hr

Protects Company assets by following company policies and direction for customer pick-up procedures ... transfer, demotion, layoff, separation, recruitment, pay and other forms of compensation, access to ...

next page

Showing results 1-20

People also search for

All JobsAsset Transfer Associate JobsAsset Transfer Associate Jobs in Indiana

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

Wealth Associate

Sanctuary Wealth Group LLC

Carmel, IN • On-site

$55K - $75K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 12 days ago

Job description

Description

Wealth Associate

Location: Carmel, IN (In-office, Mon-Fri) 

Compensation Package: $55,000 - $75,000 Base Salary + 10% Bonus Potential (Semi-Annual Payout) + Competitive Benefits Package + Profit Sharing + 20 Days PTO

Firm: Evans May Wealth 


Join Our Team at Evans May Wealth - Managing meaningful wealth brings both complex challenges and exciting opportunities. At Evans May Wealth, our approach is rooted in integrity, respect, and collaboration. We're building a team of detail-oriented, execution-driven professionals who take pride in operational excellence and exceptional client service. 


This role is ideal for someone who thrives behind the scenes, enjoys structure and process, and wants to grow long-term within an operations-focused career path.

Your Role & Responsibilities

  • Serve as a key operational partner supporting advisors and high-net-worth clients
  • Process and complete client service requests with precision and urgency
  • Manage client onboarding, account openings, and asset transfers end-to-end
  • Prepare customized client reports and maintain accurate records
  • Communicate professionally with clients via phone and email
  • Monitor workflows, documentation, and follow-ups to ensure nothing falls through the cracks
  • Support advisors by anticipating needs and proactively solving issues

Requirements

 What We're Looking For

  • 1-5+ years of experience in operations, client service, financial services, or a highly detail-driven environment
  • Strong attention to detail and follow-through (this will be assessed during the interview process)
  • Comfort working in a structured, execution-heavy role long-term
  • Excellent written and verbal communication skills
  • Ability to manage multiple priorities without sacrificing accuracy
  • Proficiency in Microsoft Office (CRM experience a plus)
  • Positive, professional demeanor with strong client-facing instincts

**Industry experience is not a requirement - we are open to candidates from adjacent industries with strong operational skill sets. 


Why Evans May Wealth?

  • Competitive base salary + 10% bonus opportunity
  • Health, dental, vision, and life insurance
  • 5% 401(k) match + 2% profit-sharing
  • 20 days PTO + 10 paid holidays
  • A culture that values focus during the workday - and balance after hours

Apply