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Asset Transfer Associate Jobs (NOW HIRING)

FLAG Solutions LLC

Attorney

Fullerton, CA · On-site

$95K - $125K/yr

The Associate Attorney will assist with client consultations, document drafting, court filings, and ... and asset transfer documentation Probate & Trust Administration * Prepare and file probate ...

The Scion Group

Associate, Asset Management

Chicago, IL · On-site

$17 - $22.75/hr

The Asset Management Associate will work in a fast-paced, agile, corporate environment. This role ... recall, transfers, leaves of absence, compensation, training and other terms and conditions of ...

New

The Scion Group

Associate, Asset Management

Chicago, IL · On-site

$105K - $125K/yr

The Asset Management Associate will work in a fast-paced, agile, corporate environment. This role ... recall, transfers, leaves of absence, compensation, training and other terms and conditions of ...

New

NFP Corp

Associate Advisor

North Royalton, OH · On-site

$70K - $90K/yr

The Associate Advisor is a proactive and detail-oriented professional who supports the Wealth ... Track and report on account opening and asset transfer progress. * Run and review account ...

NFP

Asset Mgmt Associate (Wealth) (Hybrid)

Manhattan, NY · On-site

$18.25 - $24.25/hr

The Asset Management Associate (AMA) role serves as the primary point of operational execution and ... Inclusive of expediting all wire transfers, distributions, withdrawals, ACAT's, portfolio ...

Aon

Asset Mgmt Associate (Wealth) (Hybrid)

Manhattan, NY · On-site

$18.25 - $24.25/hr

Inclusive of expediting all wire transfers, distributions, withdrawals, ACAT's, portfolio ... The Asset Management Associate (AMA) role serves as the primary point of operational execution and ...

Regions Bank

Trust Relationship Specialist

Birmingham, AL · On-site

$50K - $63K/yr

At Regions, we believe associates deserve more than just a job. We believe in offering performance ... May perform complex research for tax compliance and asset transfer issues * Adheres to all internal ...

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Asset Transfer Associate information

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$13

$20

$49

How much do asset transfer associate jobs pay per hour?

As of Aug 7, 2026, the average hourly pay for asset transfer associate in the United States is $20.94, according to ZipRecruiter salary data. Most workers in this role earn between $15.87 and $21.15 per hour, depending on experience, location, and employer.

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.

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Asset Transfer Associate jobs near you
Infographic showing various Asset Transfer Associate job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 68% Full Time, 28% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $43,555 per year, or $20.9 per hour.

Construction Asset & Logistics Lead

Mullins Mechanical

Carrollton, GA • On-site

Full-time

Posted 11 days ago

Job description

Position Overview
The Asset & Logistics Lead reports to the Warehouse Manager and plays a critical role ensuring tools, equipment, and other company assets are available where and when they are needed to support successful project execution. This position serves as the primary coordinator for asset visibility, movement, staging, and allocation across warehouse and jobsites. The Asset & Logistics Lead works closely with field leadership, project teams, and warehouse personnel to maximize asset utilization, reduce unnecessary purchases, and maintain accurate inventory tracking.
Key Accountabilities
Asset Tracking & Visibility
  • Maintain accurate records of tools, equipment, and assigned assets across warehouse locations & active jobsites.
  • Monitor asset utilization and location to ensure visibility and accountability.
  • Conduct regular audits and inventory verification activities to identify discrepancies, missing assets, or tracking issues.
  • Support implementation and ongoing use of asset tracking systems, processes, and reporting tools.
  • Ensure asset information is current, accurate, and accessible to key stakeholders.

Asset Movement & Logistics Coordination
  • Coordinate the movement of tools, equipment, and other assets between jobsites and warehouse locations.
  • Schedule and manage pickups, deliveries, transfers, and returns to support operational needs.
  • Work closely with Project Managers, Superintendents, and field leadership to anticipate asset requirements and prioritize allocation.
  • Optimize transportation and deployment of assets to maximize utilization and minimize downtime.
  • Maintain documentation related to asset transfers, deliveries, and returns.

Warehouse Operations & Asset Allocation
  • Manage inbound and outbound warehouse activity related to tools and equipment.
  • Coordinate staging and preparation of assets for deployment to jobsites.
  • Ensure field teams receive needed tools and equipment efficiently and without unnecessary warehouse routing.
  • Monitor asset availability and coordinate redistribution of underutilized equipment.
  • Support warehouse organization and storage practices that improve efficiency and asset accessibility.

Process Improvement & Inventory Optimization
  • Identify opportunities to improve asset management, logistics, and inventory control processes.
  • Develop and maintain standard operating procedures related to asset tracking, staging, and movement.
  • Help reduce asset loss, duplication, unnecessary purchases, and idle inventory through effective planning and visibility.
  • Provide reporting and recommendations regarding asset utilization, inventory levels, and operational improvements.
  • Support continuous improvement initiatives focused on operational efficiency and asset management.

Additional responsibilities may be assigned based on project needs and the individual's development within the role.
Measures of Success
Success in the Asset & Logistics role is demonstrated by:
  • Accurate visibility of company tools and equipment across warehouses and jobsites.
  • Efficient movement and allocation of assets that minimizes downtime and project delays.
  • Reduced asset loss, duplication, and unnecessary equipment purchases.
  • Well-organized warehouse staging and inventory management processes.
  • Strong support and responsiveness to field operations and project teams.
  • Reliable reporting and accountability for company assets.
  • Continuous improvement of asset tracking, logistics, and inventory management processes.

Qualifications & Experience:
  • High school diploma or GED required; associate degree or equivalent experience preferred.
  • 3+ years of experience in warehouse operations, inventory management, logistics, asset management, or a related field.
  • Experience coordinating asset movement, deliveries, and equipment allocation across multiple locations.
  • Strong organizational and inventory control skills with high attention to detail.
  • Ability to manage multiple priorities and respond effectively in a fast-paced environment.
  • Experience with inventory, warehouse, or asset tracking software preferred.
  • Strong communication and relationship-building skills.
  • Proficiency with Microsoft Office applications, particularly Excel.
  • Valid driver's license with an acceptable driving record.
  • Forklift certification or ability to obtain certification preferred.

Working Conditions & Flexibility:
  • Primary work location is the Carrollton, GA warehouse.
  • Regular movement throughout warehouse facilities, storage yards, and jobsites.
  • Occasional travel to jobsites to support deliveries, inventory verification, and asset coordination activities.
  • Ability to lift up to 50 lbs. periodically.
  • Ability to operate warehouse equipment and vehicles in accordance with company safety requirements.
  • May require occasional early morning, evening, or weekend work to support operational needs.
  • Exposure to warehouse and construction site environments, including varying weather conditions.

Join Us
Mullins Mechanical ranked #243 on the 2024 ENR Top Specialty Contractors list, #48 in the Nation and #5 in the Southeast among Firms in Mechanical. We're proud to be one of the fastest growing privately held companies in America. We're a self-performing specialty contractor specializing in design-build applications, HVAC systems, plumbing, process piping systems, boiler and chiller systems, equipment installation and rigging, plant relocation and maintenance, fire protection, and metal fabrication. Our projects are often in industrial and heavy commercial environments such as manufacturing facilities, automotive plants, chemical plants, distribution centers, warehouses, data centers, and other large facilities.

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