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Asset Transfer Specialist Jobs (NOW HIRING)

TPG Staffing

Account Transfer Specialist

Kalamazoo, MI

$55K - $65K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Account Transfer Specialist - Kalamazoo, Michigan Put your eye for detail to the test at a cutting ... Asset setup and allocation. * Maintaining consistent Quality Control. * Working with Account ...

New

TPG Staffing

Account Transfer Specialist

Kalamazoo, MI · On-site

$55K - $65K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Account Transfer Specialist - Kalamazoo, Michigan Put your eye for detail to the test at a cutting ... Asset setup and allocation. * Maintaining consistent Quality Control. * Working with Account ...

New

TPG Staffing

Account Transfer Specialist

Kalamazoo, MI · On-site

$55K - $65K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Account Transfer Specialist - Kalamazoo, Michigan Put your eye for detail to the test at a cutting ... Asset setup and allocation. * Maintaining consistent Quality Control. * Working with Account ...

New

Pae

Technology Transfer Specialist

Houston, TX · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... assets to the public * The ideal candidate will be proactive in coordinating and connecting ... The Technology Transfer Specialist will: * Represent the NASA Technology Transfer portfolio to ...

Specialized Trust Company

Be Seen First

Specialized Trust Company Transfer Specialist

Albuquerque, NM · On-site

$16.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • PTO

Specialized Trust Company Transfer Specialist (Self-Directed IRA) Location (In-Office) Specialized ... assets such as real estate, notes, mortgages, trust deeds, precious metals, and other permissible ...

Berkshire Bank

Operations Specialist

Boston, MA · On-site

$21.55 - $36.63/hr

... asset transfer, etc. Skills & Knowledge: • Strong research, problem solving and critical thinking skills, with ability to synthesize and interpret data quickly. • Genuine interest in financial ...

Regions Bank

Trust Relationship Specialist

Birmingham, AL · On-site

$50K - $63K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

At Regions, the Trust Relationship Specialist provides general and clerical administrative support ... May perform complex research for tax compliance and asset transfer issues * Adheres to all internal ...

Regions Bank

Trust Relationship Specialist

Mountain Brook, AL · On-site

$50K - $63K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

At Regions, the Trust Relationship Specialist provides general and clerical administrative support ... May perform complex research for tax compliance and asset transfer issues * Adheres to all internal ...

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All JobsAsset Transfer Specialist Jobs

Asset Transfer Specialist information

See salary details

$34.5K

$71.8K

$122.5K

How much do asset transfer specialist jobs pay per year?

As of Aug 14, 2026, the average yearly pay for asset transfer specialist in the United States is $71,751.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,000.00 and $91,000.00 per year, depending on experience, location, and employer.

What is an asset transfer specialist?

Asset Transfer Specialists are professionals responsible for managing the transfer of assets such as securities, property, or financial accounts between individuals, institutions, or accounts. They ensure all documentation is accurate and compliant with regulations, coordinate with relevant parties, and oversee the process to prevent errors or fraud. Their role is critical in financial services, real estate, and investment firms, ensuring assets are transferred efficiently and securely. Asset Transfer Specialists also assist clients with questions and help resolve any issues that may arise during the transfer process.

What are the key skills and qualifications needed to thrive as an asset transfer specialist?

To thrive as an Asset Transfer Specialist, you need strong analytical skills, attention to detail, and a background in finance or business administration, often supported by a relevant degree. Familiarity with asset management software, financial databases, and compliance or regulatory systems is typically required, and certifications like FINRA Series 7 can be advantageous. Exceptional organizational skills, client communication, and problem-solving abilities help you stand out in this role. These competencies are critical for ensuring accurate, timely, and compliant processing of asset transfers, which directly impacts client satisfaction and organizational integrity.

What is the difference between Asset Transfer Specialist vs Asset Coordinator?

AspectAsset Transfer SpecialistAsset Coordinator
CredentialsRelevant certifications, experience in asset managementSimilar certifications, focus on coordination skills
Work EnvironmentCorporate, logistics, or asset management firmsCorporate or project-based settings
Industry UsageUsed in industries managing physical or financial assetsCommon in project management and logistics

The Asset Transfer Specialist primarily handles the transfer and management of assets, ensuring proper documentation and compliance. The Asset Coordinator focuses on organizing and scheduling asset-related activities. While both roles require similar credentials and work in related environments, the Specialist emphasizes transfer processes, whereas the Coordinator manages overall coordination tasks.

What are the main challenges an asset transfer specialist faces when coordinating asset transfers between multiple parties?

One of the primary challenges an Asset Transfer Specialist encounters is ensuring clear and timely communication between all parties involved, such as clients, custodians, and internal departments. Managing strict deadlines, adhering to regulatory requirements, and mitigating the risk of errors or delays are also key aspects of the role. Specialists often need to be detail-oriented and proactive in problem-solving to handle discrepancies in documentation or system processes. Additionally, adapting to different asset types and transfer protocols can require ongoing learning and flexibility.
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Cities with the most Asset Transfer Specialist job openings:

What states have the most Asset Transfer Specialist jobs?

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What job categories do people searching Asset Transfer Specialist jobs look for?

The top searched job categories for Asset Transfer Specialist jobs are:

Asset Transfer Specialist jobs near you
Infographic showing various Asset Transfer Specialist job openings in the United States as of August 2026, with employment types broken down into 84% Full Time, 13% Part Time, and 3% Contract. Highlights an 79% Physical, 2% Hybrid, and 19% Remote job distribution, with an average salary of $71,751 per year, or $34.5 per hour.

Account Transfer Specialist

TPG Staffing

Kalamazoo, MI

$55K - $65K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 3 days ago

New

Job description

Account Transfer Specialist – Kalamazoo, Michigan

Put your eye for detail to the test at a cutting-edge Fintech leader.

Our client – a progressive Fintech leader serving a range of clients from single and multifamily offices to registered investment advisers, and private trust companies – is currently seeking an Account Transfer Specialist. The Account Transfer Specialist will process incoming and outgoing client requests to bring in new accounts and send out existing accounts.

Responsibilities:

  • Conducting cost basis research.
  • Communicating with Brokerage and Trust departments regarding incoming and outgoing transfer requests.
  • Accurately entering data into the corporate system.
  • Asset setup and allocation.
  • Maintaining consistent Quality Control.
  • Working with Account Custodians.

Skills & Knowledge:

  • Bachelor’s degree in Finance or related field.
  • 5+ years working in the Fintech industry.
  • Proficiency in Microsoft Excel.
  • Highly organized.
  • Detail-oriented.
  • Ability to reassess priorities in a multitasking environment.

Location: Kalamazoo, Michigan

Salary: $55,000-$65,000

Benefits:

Our client offers a comprehensive benefits package designed to support your health, well-being, and future. This includes medical, dental, and vision coverage, life and disability insurance, flexible spending accounts, a 401(k) retirement plan, and access to additional voluntary benefits. Employees also enjoy a perk program that provides special discounts.

The above requirements and qualifications are meant to describe the general nature of the position and do not represent all duties to be performed by the selected candidate. Please note that only candidates who are under consideration for the position will be contacted. The Company is an equal opportunity employer. All employment is decided on the basis of qualifications, merit, and business needs without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.


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