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Transfer Acat Jobs (NOW HIRING)

AssetMark

Transfer Specialist

Phoenix, AZ · Hybrid

$63K - $75K/yr

Knowledge of ACAT, Non-ACAT, DTC, and related transfer processes. * Understanding of brokerage operations and securities transfers. * Familiarity with cost basis concepts, tax lots, and ...

LPL Financial

Repapering Specialist

Fort Mill, SC

$17.63 - $29.36/hr

The Repapering Partner's core responsibilities will be to create the New Account, Transfer (ACAT), and Move Money paperwork required to move the advisor's business from their old broker dealer to LPL.

Associate Staffing

Operations Specialist

Tempe, AZ · On-site

Knowledge of account transfer processes (ACAT, Non-ACAT, Mutual Funds) * Report review and reconciliation expertise Preferred Education & Experience: * Relevant financial or business related degree ...

Associate Staffing

Operations Specialist

Fort Mill, SC · On-site

Knowledge of account transfer processes (ACAT, Non-ACAT, Mutual Funds) * Report review and reconciliation expertise Preferred Education & Experience: * Relevant financial or business related degree ...

Compunnel, Inc.

Operations Support Analyst

Manhattan, NY · On-site

$26/hr

... ACAT Transfers, Tax Operations, and Gain & Loss and Purchase and Sales. This role requires hybrid work, with 3 days per week in the office. Key Responsibilities • Provide customer service support ...

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How much do transfer acat jobs pay per hour?

As of Jul 27, 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 the 3 month rule for jobs?

The 3 month rule for jobs, including roles like Transfer Acat, typically refers to a probationary period of three months during which an employee's performance and fit are evaluated before confirming permanent employment. This period allows employers to assess skills, reliability, and adaptability, and employees to determine if the role meets their expectations.

What are the key skills and qualifications needed to thrive as a Transfer Agent, and why are they important?

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 does an ACAT transfer mean?

An ACAT transfer refers to the process of transferring a brokerage account or securities from one firm to another using the Automated Customer Account Transfer Service (ACATS). For a Transfer Acat role, understanding the transfer procedures, required documentation, and compliance standards is essential to ensure smooth and accurate account transitions.

Is it better to transfer or quit a job?

For a Transfer Acat, deciding whether to transfer or quit depends on career goals, job satisfaction, and opportunities for growth within the organization. Transferring can provide continuity and new experience, while quitting may be appropriate if the current role no longer aligns with your objectives. Evaluating factors like job stability, skills development, and workplace environment helps determine the best choice.

Can ACATS transfer options?

ACATS (Automated Customer Account Transfer Service) primarily transfers securities and cash between brokerage accounts. It does not support transferring options contracts directly; options positions typically need to be closed or transferred separately through the broker. Transfer of options may require additional steps or manual processing.

What are Transfer ACAT jobs?

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.
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Transfer Acat jobs near you
Infographic showing various Transfer Acat job openings in the United States as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $35,064 per year, or $16.9 per hour.
Transfer Settlement Analyst

Transfer Settlement Analyst

Strategic Staffing Solutions

Salt Lake City, UT

$23/hr

Other

Posted 10 days ago

Job description

Job Description Transfer Settlement Analyst Salt Lake City UT Duration: 6 Months Pay $23.00 YOUR IMPACT 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. (30% time spent daily) Perform reconciliation of incoming wires by reviewing the external instructions and notifying PWM Sales team to input matching instructions

(40% time spent daily) Facilitate account transfer delivery through a completing series of steps to notify internal teams, receive proper approvals, and account termination. (20% time spent daily) Project work that requires data analysis to identify opportunities to streamline workflows and reduce manual touchpoints (10% time spent daily) 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 BASIC QUALIFICATIONS 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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