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Asset Transfer Specialist Jobs (NOW HIRING)

Empower

Client Onboarding Specialist

As a Client Onboarding Specialist at Empower, you will play a pivotal role in ensuring seamless ... Manage cash and asset movement activities, including Automated Customer Account Transfer Service ...

Regions Bank

Trust Relationship Specialist

Dallas, TX · On-site

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

Houston, TX · On-site

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 ...

New

Ascensus

NY · On-site

$60 - $80/hr

Job Summary Working closely with internal and external resources, the Reconciliation Specialist ... Analyze data, reconcile participant records and trust accounts, and resolve asset and data transfer ...

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Asset Transfer Specialist information

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$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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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.

Managed File Transfer Specialist

Cass Information Systems, Inc.

Bridgeton, MO • On-site

$80 - $100/hr

Other

Posted 6 days ago

Job description

The Managed File Transfer (MFT) Specialist will set up and maintain file transfer connections for internal and external customers and ensure data travels through channels and processes efficiently. This position will be responsible for coordinating the process with various internal teams including Electronic Data Interchange (EDI) and Infrastructure and Security, to ensure accurate results and will troubleshoot transmission issues and escalate as necessary.

PRINCIPAL RESPONSIBILITIES AND DUTIES:
  • Responsible for managing assigned software products and associated hardware and operating systems relevant to the Managed File Transfer (MFT) function.
  • Monitors, tracks, and maintains file transfer servers and the performance of related applications and takes action on changes as necessary; responds to application outages and performs routine maintenance on assigned applications; performs routine changes as assigned and according to change management procedures.
  • Identifies, isolates, and troubleshoots issues and drives development of solutions.
  • Assists with capacity planning to ensure application is scaled to meet current and projected capacities.
  • Maintains version, patch, and security levels, in accordance with the strategic direction of the company.
  • Performs task scheduling, data replication, and clean-up and ensures proper SSL/AS2 certificate management procedures are followed.
  • Provides daily interaction with business partners, external trading partners, and development teams to solve problems in MFT process flows. Keeps customers informed with clear, timely updates throughout issue resolution.
  • Supports onboarding of new internal and external customers, guiding them through connection setup, testing, and go-live with a focus on a positive customer experience.
  • Documents MFT processes for trading partners, business partners, and internal teams.
  • Develops and provides reports for business units or management.
  • Provides on-call support for Incident Response as needed.
  • Performs other duties as assigned.
SKILLS AND ABILITIES REQUIRED:
  • Working knowledge of Managed File Transfer concepts and various file transfer protocols(SFTP, FTPS, HTTPS, AS2).
  • Knowledge and an understanding of PGP encryption.
  • Basic knowledge of networking (TCP/IP) and Windows Server Operating Systems.
  • Strong problem solving and troubleshooting skills.
  • Excellent verbal and written communication skills, including a professional and courteous phone presence.
  • Must be strongly customer service oriented, taking ownership of customer issues through to resolution while remaining flexible and adaptable.
  • Ability to build positive, professional relationships with internal teams, business partners, and external trading partners.
MINIMUM LEVEL OF PREPARATION AND TRAINING NORMALLY REQUIRED:
  • Bachelor’s degree in computer science, information technology, or a similar field or equivalent work experience.
  • 1-3 years of Information Technology experience, preferably with File Transfer Protocols and Networking.
ABOUT OUR COMPANY

Cass Information Systems, Inc. (NASDAQ: CASS) is a leading provider of integrated information and payment management solutions. Cass enables enterprises to achieve visibility, control and efficiency in their supply chains, communication networks, facilities, and other operations. Disbursing over $94 billion annually on behalf of its clients, and with total assets of $2.5 billion, Cass is uniquely supported by Cass Commercial Bank. Founded in 1906 and a wholly-owned subsidiary, Cass Commercial Bank provides sophisticated financial exchange services to the parent organization and its clients. Cass is part of the Russell 2000®. More information is available at www.cassinfo.com .

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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