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Asset Transfer Specialist Jobs (NOW HIRING)

Vangard, Inc.

Asset Transfer Specialist

Malvern, PA · On-site

Develops project plan and schedule for asset transfer and plan level financial transactions. Documents clearly and precisely complex money movement events to external parties (e.g. client, prior ...

Vanguard

Asset Transfer Specialist

Malvern, PA · On-site

Develops project plan and schedule for asset transfer and plan level financial transactions. Documents clearly and precisely complex money movement events to external parties (e.g. client, prior ...

TPG Staffing

Account Transfer Specialist

Kalamazoo, MI

$55K - $65K/yr

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 ...

TPG Staffing

Account Transfer Specialist

Kalamazoo, MI · On-site

$55K - $65K/yr

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 ...

TPG Staffing

Account Transfer Specialist

Kalamazoo, MI · On-site

$55K - $65K/yr

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 ...

Frost Bank

Funds Transfer Specialist III

San Antonio, TX · On-site

If so, then the Funds Transfer Specialist III role might be for you! At Frost, it's about more than ... S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being ...

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Frost Bank

Funds Transfer Specialist III

San Antonio, TX · On-site

If so, then the Funds Transfer Specialist III role might be for you! At Frost, it's about more than ... S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being ...

tastylive

Banking & Transfer Specialist

Chicago, IL · Hybrid

Banking & Transfer Specialist Location : Chicago, IL - Hybrid (minimum 3 days/week in office ... Your primary role is to act as a liaison between the client and clearing firm, moving assets ...

tastytrade

Banking & Transfer Specialist

Chicago, IL · On-site

Banking & Transfer Specialist Location : Chicago, IL - Hybrid (minimum 3 days/week in office ... Your primary role is to act as a liaison between the client and clearing firm, moving assets ...

tastytrade

Banking & Transfer Specialist

Chicago, IL · Hybrid

Banking & Transfer Specialist Location : Chicago, IL - Hybrid (minimum 3 days/week in office ... Your primary role is to act as a liaison between the client and clearing firm, moving assets ...

tastylive

Banking & Transfer Specialist

Chicago, IL · On-site

Banking & Transfer Specialist Location : Chicago, IL - Hybrid (minimum 3 days/week in office ... Your primary role is to act as a liaison between the client and clearing firm, moving assets ...

Customers Bank

$60 - $80/hr

Founded in 2009, Customers Bank is a super-community bank with over $22 billion in assets. We ... The Wire Transfer Specialist is responsible for performing operational support duties of the Wire ...

Customers Bank

Wire Transfer Specialist

Reading, PA · On-site

Founded in 2009, Customers Bank is a super-community bank with over $22 billion in assets. We ... The Wire Transfer Specialist is responsible for performing operational support duties of the Wire ...

Cass Information Systems, Inc.

$70 - $95/hr

The Managed File Transfer (MFT) Specialist will set up and maintain file transfer connections for ... Disbursing over $94 billion annually on behalf of its clients, and with total assets of $2.5 ...

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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 Sep 7, 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 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.

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.

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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?

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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 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 85% Physical, 2% Hybrid, and 13% Remote job distribution, with an average salary of $71,751 per year, or $34.5 per hour.

Asset Transfer Specialist

Vangard, Inc.

Malvern, PA • On-site

Full-time

Posted 4 days ago

Job description

Core Responsibilities


  • Develops project plan and schedule for asset transfer and plan level financial transactions. Documents clearly and precisely complex money movement events to external parties (e.g. client, prior trustee, prior recordkeeper, etc.). Can communicate these complexities to the client. Documents complex money movement events to external parties clearly and precisely (e.g. client, prior trustee, prior RK, etc.). Works with project teams to ensure accurate (fund related) system set up and file creation. Ensures test scenarios capture unique aspects of money movement (trade date, funds).
  • Confirms fund line-up and any fund specific issues. Is knowledgeable on every fund in the line-up (including stock, stable value and outside funds) and every fund in the line-up at the prior record keeper. Works closely with the Relationship Manager, Sales Executive, and senior client Treasury/HR contacts regarding client pricing issues related to investment revenue sharing.
  • Implements money movement and asset transfer for all plan funds including special money movement situations like "next day settlement" and "confirmed purchase". Develops and monitors project plan and schedule for the investment aspect of the project and works independently with the prior trustee to coordinate money movement and re-registration of assets.
  • Conducts money movement meetings across all internal and external stakeholders. Solicits resources, coordinates money movement team, and ensures all necessary groups are included. Coordinates fund closings and openings. Works closely with Investment Services Resources for Outside Funds and Brokerage investments.
  • Mitigates any risks associated with the asset transfer. Documents clearly such risks and creates mitigation plans and solutions.
  • Reconciles plan level financial transactions to participant records and money received. Oversees the loading, editing, and updating of money movement files (sequence, reject resolution, update and follow up verification/reconciliation).
  • Coordinates fund closings and openings. Work closely with Investment Services Resources for Outside Funds and Brokerage investments.
  • Acts as the primary contact for Prior Trustee/Investment Manager, IRPS Control Services, IRPS Reconciliation, Fund Accounting, large Transactions, QEG, Fund Managers, Company Stock, Stable Value, etc.
  • Initiates and follows-up on any Legal documents to ensure all are in place by the valuation date (employer selections of funds, NDS/CP legal agreement). Positions the use of these documents with the client's internal and external counsel.
  • Reviews fund related participant communications and works with Participant Education to ensure that all investment literature is fresh and up to date. Drafts participant text when applicable.
  • Reports transfer amounts and solicits the prior record keeper for updates as valuation date approaches (asset transfer report).
  • Participates in special projects and performs other duties as assigned

Qualifications

  • Minimum of three years related work experience in the Financial Services industry. Experience in client services preferred.
  • Undergraduate degree or equivalent combination of training and experience required.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission-we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

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