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How much do transfer acat jobs pay per hour?

As of Aug 22, 2026, the average hourly pay for transfer acat in the United States is $16.86, according to ZipRecruiter salary data. Most workers in this role earn between $13.70 and $18.75 per hour, depending on experience, location, and employer.

What is a transfer ACAT?

Transfer ACAT jobs refer to roles focused on processing Automated Customer Account Transfer (ACAT) requests within financial institutions. These professionals handle the transfer of securities and cash assets between brokerage accounts, ensuring that all regulatory and operational requirements are met. Their responsibilities include coordinating with clients and other financial firms, resolving discrepancies, and ensuring timely and accurate asset transfers. Strong attention to detail and knowledge of financial regulations are essential for this role.

What skills and qualifications are needed to thrive as a transfer ACAT?

To thrive as a Transfer Agent, you need strong attention to detail, knowledge of securities regulations, and experience in financial services, often supported by a bachelor's degree in finance or a related field. Familiarity with transfer agency software, recordkeeping systems, and compliance tools like SEC regulations is typically required. Excellent organizational skills, problem-solving abilities, and effective communication help Transfer Agents manage complex transactions and client inquiries. These competencies ensure accurate securities processing, regulatory compliance, and high-quality client service in the financial industry.

What are common challenges faced by transfer ACAT specialists during the account transfer process, and how can they be addressed?

Transfer ACAT specialists often encounter challenges such as delays due to incomplete documentation, discrepancies in account details, or issues with asset eligibility. Addressing these challenges involves thorough attention to detail, proactive communication with both clients and counterparties, and staying updated on industry regulations. Specialists typically collaborate closely with compliance teams and client service representatives to resolve issues quickly and ensure a smooth transfer process. Developing strong organizational skills and maintaining clear documentation are key to minimizing errors and expediting transfers.

What is the difference between Transfer Acat vs Transfer Agent?

AspectTransfer AcatTransfer Agent
CredentialsTypically requires licensing or certification depending on jurisdictionRequires licensing, often registered with regulatory bodies
Work EnvironmentWorks in financial institutions, brokerage firms, or transfer agenciesWorks for financial institutions, transfer agencies, or custodians
Industry UsageCommonly used in securities and financial asset transfersUsed in securities, mutual funds, and stock transfer services

The main difference between a Transfer Acat and a Transfer Agent lies in their specific roles within the securities transfer process. Transfer Acats are specialized entities or systems that facilitate the electronic transfer of securities, often requiring specific certifications. Transfer Agents, on the other hand, are responsible for maintaining records of securities ownership, issuing certificates, and processing transfers. Both roles are essential in the securities industry but serve different functions within the transfer process.

What's a good reason to transfer jobs as a transfer acat?

A transfer acat may consider changing jobs to gain new experience, improve career growth opportunities, or move to a different location. Such transfers often involve demonstrating strong organizational skills and adaptability to new environments. These reasons can help enhance professional development and job satisfaction.
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Transfer Acat jobs near you
Infographic showing various Transfer Acat job openings in the United States as of August 2026, with employment types broken down into 2% As Needed, 75% Full Time, 20% Part Time, 2% Contract, and 1% Nights. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $35,064 per year, or $16.9 per hour.

Transfer Settlement Analyst

Strategic Staffing Solutions

Salt Lake City, UT

$23/hr

Full-time

Re-posted 6 days ago

Job description

Job Description Job Title: Transfer Settlement Analyst Location: Salt Lake City, UT (On-Site Required) Duration: 6 months Pay Rate: $23.00 The primary responsibility of the ACAT team is to provide effective transaction processing and exceptional client service that both guards the firm s capital and reputation and creates measureable value for the firm and its clients. The new ACAT Analyst will be required to handle multiple functions including reconciliation of automated account transfer receives, delivers, residuals, mutual funds, foreign and domestic settlements. The Analyst will be expected to manage relationships with PWM Sales teams, counterparties and vendors

They will need to meet required deadlines and comply with industry rules. The Analyst will be expected to escalate any issues and minimize firm exposure to financial, reputational, and regulatory risk. The Analyst s day-to-day responsibilities include facilitating transfer requests which moves assets into and out of the firm.

They will perform account verification and asset review to ensure transfers are compliant with firm and industry policies. They will also be assigned projects that require data analysis to depict trends and streamline processes. Job Duties: Analyst will initiate transfer requests from client signed ACAT instruction to bring assets into the firm.

This will require attention to detail with the understanding of industry and system requirements. Perform reconciliation of incoming wires by reviewing the external instructions and notifying PWM Sales team to input matching instructions. Facilitate account transfer delivery through a completing series of steps to notify internal teams, receive proper approvals, and account termination.

Project work that requires data analysis to identify opportunities to streamline workflows and reduce manual touchpoints Position Description Position-level reconciliation of all account requested form counter parties/clients Oversight of residual positions following ACAT transfers Pre-population of ACAT transfer forms Foreign and domestic settlements Find innovative ways to create efficiencies and increase controls Provide superior client service while mitigating risk Qualifications: 1-2 years operations experience (familiarity with ACATS & settlement operations preferred, not required) Strong PC, MS Office and Web skills Bachelor s degree preferred Characteristics: Strong analytical skills Attention to detail Strong communications and interpersonal skills Strong team player skills Ability to work on multiple tasks, prioritize and thrive in a fast-paced deadline driven environment Self starter with strong sense of urgency and ability to make critical decisions under pressure Ability to solve problems in a timely and appropriate manner

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