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Asset Transfer Associate Jobs in Iowa (NOW HIRING)

Asset Protection Associate

Coralville, IA · On-site

$15 - $20/hr

Responsibilities: Asset Protection * Communicate with leadership regarding encounters and ... transfers * Observe customers and associates for potential acts of theft or fraud * Taking ...

Operations Associate I The Operations Associates assist our financial advisors and broader team ... asset movement, account transfers, or new account set-up and maintenance * Process routine and ...

Operations Associate I The Operations Associates assist our financial advisors and broader team ... asset movement, account transfers, or new account set-up and maintenance * Process routine and ...

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... be a great asset to join our diverse and dynamic team! Customer Service & Sales Associate ... transfer, leaves of absence, compensation and training. Company Description Who we are: What are ...

Automotive Shipping/Receiving

Waterloo, IA · On-site

$16.75 - $19.50/hr

Automotive Shipping & Receiving Associate Rydell Chevrolet - Waterloo, Iowa Full-Time | Non-Exempt ... Prepare outgoing shipments and transfers * Keep warehouse and storage areas clean, organized, and ...

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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 Iowa? For Asset Transfer Associate jobs in Iowa, the most frequently searched job titles are:
What cities in Iowa are hiring for Asset Transfer Associate jobs? Cities in Iowa with the most Asset Transfer Associate job openings:
Uniformed Asset Protection Associate

Uniformed Asset Protection Associate

Scheels

West Des Moines, IA • On-site

$16.25 - $21.75/hr

Other

Posted 19 days ago


Scheels rating

7.2

Company rating: 7.2 out of 10

Based on 281 frontline employees who took The Breakroom Quiz

116th of 727 rated retailers


Job description

Uniformed Asset Protection Associate

Do you love sports, fitness, fashion, or the outdoors? SCHEELS can turn your passion into a rewarding career through our extensive business and product training. SCHEELS is a leader in the sporting goods industry - driven to create the best experience in the USA for our customers. SCHEELS boasts the largest selection of sports brands in America—offering world-class brands, special attractions, and unmatched customer service.

SCHEELS empowers our associates to become experts in exceeding the needs and expectations of our customers. SCHEELS associates talk-the-talk, and walk-the-walk, with the best product and expert training in the sporting goods industry. Mentorship and professional development training are a focus throughout your entire career.

Responsibilities

Asset Protection

  • Communicate with leadership regarding encounters and investigations
  • Maintain a professional relationship with local authorities and law enforcement agencies
  • Assist the undercover asset protection team
  • Professionally greet customers
  • Provide 5 star customer service
  • Assist leadership with cash handling and transfers
  • Observe customers and associates for potential acts of theft or fraud
  • Taking appropriate action to prevent theft
  • Assisting in monitoring store compliance with company policies and procedures relating to theft deterrence, safety, and operational controls, as assigned by the supervisor and/or ASL Team/ Store Leader
  • Maintain a high visible deterrent to crime and positively influence the security incident rate as well as assist with inventory controls

Safety

  • Help mitigate security risks to provide a safer environment for employees and customers
  • Assist in customer/ employee incidents and emergencies
  • Assist in emergency store procedures
  • Welcome all customers, visitors, and vendors professionally and assist them in locating staff within the stores
  • Issue electric handicapped shopping carts to customers and assist in obtaining wheelchairs and shopping carts
  • Communicate and properly tag property being brought into the stores including personal property, equipment for service, and firearms
  • Watch facilities and parking areas on foot. Direct traffic during special events or heavy customer traffic, while enforcing parking regulations
  • Make regularly scheduled floor and exterior walks to ensure the safety and security of the customers and facility
  • Complete monthly reports on safe or non-safe practices found on the sales floor or backstocks

First Responder

  • Retrieve shopping carts from parking areas
  • React as necessary and assist in handling any situations – medical emergencies and inclement weather, etc
Requirements

Customer Service

  • Genuinely and consistently treat co-workers, customers, and business partners like they are the most important person including eye contact, a smile, and a genuine "Thank you"

Culture

  • Approach daily tasks, projects, and follow-up communication with energy and a sense of urgency
  • Cultivate a deep desire to become a knowledge expert in their role with the ability to apply their knowledge and experience with great impact
  • Show respect and appreciation for others and Scheels
  • Arrive to work and meetings 10 minutes early

Team Mentality

  • Genuine interest and action in helping others before yourself, regardless of recognition or reward

Teach-ability

  • Consistent eagerness to listen, learn, apply knowledge, and accept critical feedback
  • Ability to adapt to a changing work environment
  • Ability to apply concepts of basic math, grammar, punctuation, and spelling

Dress Code

  • Meets Scheels dress and grooming expectations in support of a professional, clean, and welcoming environment for customers, co-workers, and business partners

Efficiency

  • Demonstrate pride and ownership of their work while meeting expected deadlines

Education & Experience:

  • High School Diploma/GED College graduate preferred
  • Proven track record of strong communication and organization skills
  • Preference for candidates with prior Loss prevention (2-3 years)
  • Currently certified or willing to become certified in CPR and OC (Oleoresin Capsicum aka pepper spray) foam deployment

Schedule

Must be flexible to work assigned schedule between 5p.m.- 9:00p.m., Friday, 9:30a.m.-9:00p.m., Saturday, and 10:30a.m.-6:00p.m., Sunday. Schedule may include varied hours, evenings, weekends, and holidays, must be available minimum of two weekends a month.

Physical Requirements/Lifting Requirements:

Must be able to sit, stand, bend at the waist, climb, stoop, kneel, crouch, reach, walk, push/pull, lift, talk, and hear with or without reasonable accommodation.

Heavy work – Exerting up to 100 pounds of force occasionally, and/or up to 50 pounds of force frequently, and/or up to 20 pounds of force constantly to move objects.

Scheels cares about the health and safety of our Associates. Associates are expected to follow all safety procedures and perform their job duties to minimize the risk of injury.

Benefits: To see a full list of benefit offerings from Scheels, visit scheels.com/careers.

EQUAL EMPLOYMENT OPPORTUNITY

Scheels is an equal employment opportunity employer providing equal employment opportunities to individuals regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity, and/or expression, genetic information, marital status, status concerning public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, Scheels will provide reasonable accommodations for qualified individuals when appropriate.

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.


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