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Transfer Acat Jobs (NOW HIRING)

Berkshire Bank

Operations Specialist

Boston, MA · On-site

$21.55 - $36.63/hr

Key Accountabilities: • Serve as the liaison between client service and the custodian for all operational inquiries - i.e. managing client onboarding, ACAT transfers, money movement requests and ...

Webull

Associate, Clearing Operations

Saint Petersburg, FL · On-site

$75K - $90K/yr

Perform DTC equity settlement functions, including ACAT and non-ACAT customer transfers, pair-offs, SPO charges, RAD management, and fail reporting * Manage fails and buy-ins, including issuance of ...

Ameriprise Financial

Operations Specialist

Longview, WA · On-site

$58K - $720K/yr

Open accounts, submit ACAT transfers, and track funds through settlement * Resolve complex client questions and account issues during the transition process * Troubleshoot NIGO paperwork and accounts ...

Ameriprise Financial

Operations Specialist

Tacoma, WA · On-site

$58K - $720K/yr

Open accounts, submit ACAT transfers, and track funds through settlement * Resolve complex client questions and account issues during the transition process * Troubleshoot NIGO paperwork and accounts ...

Itau

Securities Operations Specialist

Miami, FL · On-site

... transfers (depo to depo and ACAT). • Report or send notices on Margin calls, options in the money or exercised and CA events. • Submit CA elections on NETX360. • Maintain cost basis. • ...

Facet

Member Experience Specialist

$60K - $75K/yr

Transfer Expertise: Specific experience facilitating investment rollovers, ACH, and ACAT transfers. * Help Desk Veteran: Mastery of messaging inboxes, ticketing platforms, and multi-channel support ...

Neuberger Berman

Client Associate

New York, NY · On-site +1

$80K - $100K/yr

Execute account maintenance (checks and wires, RMDs, name/address/beneficiary changes, ACAT/DTC transfers, cost updates, client-directed trade orders, and other miscellaneous requests) * Prepare ...

Nb

Client Associate

New York, NY · On-site +1

$80K - $100K/yr

Execute account maintenance (checks and wires, RMDs, name/address/beneficiary changes, ACAT/DTC transfers, cost updates, client-directed trade orders, and other miscellaneous requests) * Prepare ...

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Transfer Acat information

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$12

$16

$27

How much do transfer acat jobs pay per hour?

As of Jun 30, 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. Some companies may have specific policies or performance benchmarks related to this timeframe.

How does an ACAT transfer work?

An ACAT (Automated Customer Account Transfer) transfer is a process used by transfer agents to move a client's investment account from one brokerage or financial institution to another. The transfer typically involves submitting a transfer request form, which authorizes the new institution to initiate the transfer, and can take several business days to complete. Accurate account information and necessary documentation are essential to ensure a smooth transfer process.

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 job makes $10,000 a month without a degree?

A transfer agent role typically does not pay $10,000 a month without specialized experience or certifications. High-paying jobs that can reach this level without a degree often include sales, real estate brokerage, or entrepreneurship, which rely on skills, networks, and performance rather than formal education. These roles may require strong communication, negotiation skills, and industry knowledge.

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.

What are the requirements for an ACAT transfer?

To transfer an ACAT (Automated Customer Account Transfer), the account holder must provide a completed transfer form, including account details and authorization signatures. The receiving and sending firms may require additional documentation or verification, and the transfer typically takes 1-3 business days once all necessary information is submitted.
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Transfer Acat jobs near you
Infographic showing various Transfer Acat job openings in the United States as of June 2026, with employment types broken down into 2% As Needed, 96% Full Time, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $35,064 per year, or $16.9 per hour.

Journeyman Engineer (AQR)

Ryde Technologies, LLC

Washington, DC • On-site

Full-time

Posted 29 days ago

Key responsibilities

  • Study, analyze, and provide recommendations on requirements, acquisition strategies, program documentation, and program execution.

  • Provide impartial assessments of programs approaching milestone decisions and of prime Contractor technical and operational issues.

  • Research and provide technical analysis for the preparation of programmatic documentation and responses to Congressional, DoD, Air Force Secretariat, and/or Air Staff.

Job description

We are currently seeking a Journeyman Engineer to support our client at the Pentagon. Please see below to find the job description and desired qualifications;
This office serves as the Air Force S&T Executive, Air Force Acquisition Chief Engineer and Technical Authority, the Air Force Corrosion Control and Prevention Executive, Air Force Standardization Executive, and functional manager for the scientist and engineer (S&E) career field. Develops and implements plans, policies, and procedures for Air Force S&T, laboratory management, technology transition (to include Joint Capability Technology Demonstrations), Technology Cooperation Program, technology transfer, development planning (DP), and experimentation. AQR establishes engineering policy and guidance for Air Force systems, subsystems, and end-items. Leads the Systems Security Engineering activities that include the identification and protection of critical program information (CPI) and functions, elimination or mitigation of cyber vulnerabilities, and program protection planning.
This position provides support to Engineering Policy, Standards, and Specialty Engineering Branch through engineering and technical support for SAF/AQ program reviews, post-PDR/CDR assessments for all DAF Acquisition Category (ACAT)-I programs, and independent technical assessments and ACAT-I Independent Technical Risk Assessments (ITRAs), in addition to providing support to the DAF Chief Engineer.
*This position is 100% onsite 5 days per week at the Pentagon.
The tasks for this position include:
  • Studying, analyzing, and providing recommendations on requirements, acquisition strategies, program documentation, program phase transition plans, supplemental information, and program execution.
  • Providing impartial assessments of programs approaching milestone decisions and of prime Contractor technical and operational issues.
  • Researching and providing technical analysis for the preparation of programmatic documentation and responses to Congressional, DoD, Air Force Secretariat, and/or Air Staff.
  • Making ties between technology gaps and S&T efforts.
  • Providing advice for use of S&T efforts to future force.
  • Communicating technical ideas for non-technical people to be able to understand.
  • Proficiency in computer-based communication/office IT tools and ability to learn software packages used by the DAF.
  • Handles confidential and classified (Secret/TS-SCI) information, correspondence, and communications.
  • Providing engineering assessments of Technical Transition activities to include mission engineering, early systems engineering, experimentation, and prototyping activities.
  • Researching and analyzing program trends, identifying issues, and recommending solutions.
  • Performing technical studies on individual weapon systems, weapon system integration and capability areas.
  • Analyzing weapon systems architecture and integration and identify issues.
  • Identifying operational deficiencies and other key issues, conducting research to develop alternatives, and providing recommendations and support for resolution.
  • Performing weapon system/technology/cost trade-off studies.
  • Reviewing and assessing technical, operational, and management concepts, documents, and specifications.
  • Assessing the capability of weapon system design alternatives to provide the required capability.
  • Providing expertise on Model Based Systems Engineering implementation and policy.
  • Assessing policy requirements and procedures governing Air Force acquisition engineering and technical services.
  • Assessing operating system end of life support analysis and recommending strategies to address impact on weapons.
  • Any other tasks closely associated with the performance of duties list above and as coordinated with the COR

Active Secret Clearance.
  • Bachelor's Degree in an Engineering specialty.
  • 3-5 years of acquisition engineering experience. However, this position is administrative heavy. Candidate would be using engineering knowledge to build risk assessments, spreadsheets, populate briefings and PowerPoint slides, managing/responding to TMT taskings.
  • Ability to work in a fast-paced environment.

Apply